Smart Money Pros

A New Career in Financial Services

Build wealth for families.
Build a career worth keeping.

Smart Money Pros trains everyday people to become licensed life insurance professionals — specializing in IULs for cash value, tax-advantaged accumulation, and lifetime retirement income. Whether you're starting fresh or building your own agency, your path begins here.

Carriers We Partner With

F&G
National Life Group
Americo
Mutual of Omaha
American-Amicable
Allianz
AIG
Transamerica
North American
Foresters Financial
F&G
National Life Group
Americo
Mutual of Omaha
American-Amicable
Allianz
AIG
Transamerica
North American
Foresters Financial
Community of producers
Done-for-you trainings
Premium leads on demand
Recognition & rewards
From zero to licensed agent.

Get Licensed

From zero to licensed agent.

Step-by-step guidance through your life insurance pre-licensing, state exam, and first contracts — designed for career-changers with no prior experience.

The IUL playbook, done for you.

Master the IUL

The IUL playbook, done for you.

Learn how to position Indexed Universal Life for cash value, tax-advantaged accumulation, and tax-free retirement income — with scripts, fact-finds, and case design built in.

Build a team. Build a legacy.

Build an Agency

Build a team. Build a legacy.

Already licensed? Plug into our agency-building system — recruiting frameworks, override structures, and mentorship from leaders who've built 7-figure books.

The Numbers

$0M

in retirement and cash-value protection placed by Smart Money Pros agents for American families.

Your new career starts today.

Whether you're getting licensed or building an agency — apply to join Smart Money Pros.