Our Affiliates

SMP brings unique resources to advisors who are looking to improve their marketing. The list of marketing tools includes templated websites, e-newsletter systems (with content), customer relationship management software, investment risk tolerance software, ability to write the foreword for client education books, landing page creator software, mortgage acceleration software, and more.

The WPI is an education company that teaches advisors of all kinds on asset protection, income tax planning, advanced estate planning, corporate structure, life insurance, annuities, investment risk, long-term care, disability, ESOPS, charitable planning, and much more.

MedicaidPlanning.org is an educational website that focuses solely on educating consumers and advisors of all kinds on the vitally important and complex top of Medicaid Planning. Advisors can receive one-on-one mentoring as well as individual case design support on clients who need help with Medicaid planning (including critical need planning).