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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Southwest Annuities Marketing

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Phoenix, AZ
Southwest Annuities Marketing

The number one resource for independent agents in their annuity and life sales efforts For more information, visit https://southwestannuitiesmarketing.com

Southwest Annuities Marketing (SAM) is a leading provider of annuity and retirement income solutions, formed through the strategic merger of Unkefer & Associates, DFS Marketing, and AmeriLife Insurance Marketing. SAM is dedicated to delivering innovative financial products and services that help individuals and families achieve retirement goals.

10/14/2026

⏰ Last chance to register!

Tomorrow, join Sharon Sullivan for a practical webinar focused on using client events to build stronger relationships, create meaningful engagement, and generate more referral opportunities.
You'll walk away with:

✅ A framework for planning events throughout the year
✅ Examples of appreciation, educational, and referral-focused events
✅ Strategies for creating memorable client experiences
✅ Ideas to spark more conversations and referrals

If you're looking for new ways to deepen client connections and differentiate your practice, this session is for you.

📅 Tomorrow, October 15, 2026
⏰ 1:00 PM CT

Reserve your seat today before registration closes. https://southwestannuitiesmarketing.zoom.us/webinar/register/WN_Z8vIn-tdSvWbQvoz9a1ytw #/registration

10/12/2026

Looking to connect with federal employees who are actively planning for retirement?

SAM's LG4 Federal Employee Preset Appointment Program helps put exclusive, qualified appointments directly on your calendar, so you can spend less time prospecting and more time building relationships.

Reach out to your SAM Marketer to learn how this program can support your growth goals.

10/07/2026

Not all successful client events require a big budget. The most effective events are the ones that create meaningful connections and keep you top of mind.

Join Sharon Sullivan as she shares five client event ideas financial professionals can use to strengthen relationships, encourage engagement, and create more opportunities for referrals.

You'll discover:
• Client appreciation event ideas
• Informational events that deliver value
• Referral-focused experiences that can help grow your network
• Annual planning strategies to simplify your event marketing

📅 October 15, 2026
⏰ 1:00 PM CT

Register today and start planning client experiences that leave a lasting impression. https://teams.public.onecdn.static.microsoft/evergreen-assets/safelinks/2/atp-safelinks.html

10/05/2026

It's time for another Team Spotlight! 👏 We're proud to introduce Eric and recognize the unique experience and dedication he brings to SAM.

10/01/2026

Looking for fresh ways to strengthen client relationships and generate more referrals?

Join us for a live webinar where we'll explore practical client event strategies that help create meaningful experiences, build loyalty, and encourage long-term engagement.

You'll learn:
✅ Types of client events that drive connection and referrals
✅ How to build a balanced annual event strategy
✅ Five proven event ideas you can implement
✅ Ways to turn memorable experiences into referral opportunities

📅 October 15, 2026
⏰ 1:00 PM CT

Reserve your spot today! https://southwestannuitiesmarketing.zoom.us/webinar/register/WN_Z8vIn-tdSvWbQvoz9a1ytw #/registration

09/25/2026

Success doesn't happen by chance. It happens when you have the right support behind you.

At Southwest Annuities Marketing, we're committed to helping financial professionals grow their business with marketing support, sales resources, product access, and dedicated service.
Let's grow together.

09/22/2026

Life insurance isn't just a product. It's a conversation that can make a lasting difference for families and individuals.

As Life Insurance Awareness Month continues, now is the perfect time to reconnect with clients, review existing coverage, and help ensure their protection strategy still aligns with their goals.
SAM is proud to support financial professionals in delivering solutions that help clients prepare for whatever the future may hold.

09/18/2026

Your E&O coverage is essential to protecting your business, but that doesn't mean you should pay more than necessary.

Through Southwest Annuities Marketing, agents can access exclusive E&O insurance discounts designed to help you save while staying protected.

Contact our team to learn more and see if you qualify.

09/15/2026

Behind every successful organization is a team of dedicated professionals who help keep things moving forward. Today, we're spotlighting a valued member of the Southwest Annuities Marketing team!

We're grateful for the people who make SAM what it is.

09/11/2026

Growing your business doesn't have to mean starting from scratch.

SAM provides financial professionals with access to customizable, turnkey marketing programs designed to help generate leads, spark meaningful client conversations, and drive growth. From retirement seminars and referral events to life insurance review campaigns and educational resources, you'll have proven tools to support your outreach efforts and business goals.

Ready to take your marketing to the next level? Connect with your SAM marketer to learn more.

Address

11221 N 28th Drive Suite C100
Phoenix, AZ
85029

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://southwestannuitiesmarketing.com/

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