Unlike traditional employees, independent agents had no one to contribute to their retirement, until now.

Senior Marketing Specialists and JK Financial have partnered to offer SMS contracted agents start their own IRAs (Individual Retirement Accounts).  PLUS, Senior Marketing Specialists will help contribute to your account with various promotions and production levels.

Setting up your account it simple and there are no minimal monthly deposit or production requirements. If you have at least one contract with Senior Marketing Specialists, you can participate.


Find out more from our quick intro video and be sure to request our Road 2 Retirement Overview.

NOTE: Available to agents in the following states: MO, IA, IL, KS, CO, GA, NE, & TX
DISCLAIMER: The content herein has been prepared for informational purposes only and does not constitute an offer to purchase or sell  investments. Investments in securities involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor.  This material is not to be interpreted as tax or legal advice. Securities offered through Concorde Investment Services, LLC, member FINRA(www.finra.org)/SICP (www.sipc.org). Advisory serviced offered through Cutting Edge Advisors. JK Financial, Senior Marketing Specialists, Cutting Edge Advisors and CIS are all independent of each other.