Smarter Agents Start Here

Scale your insurance sales with automation tools powered by our brand partner Ethos!

Gain access to innovative tools that make selling life insurance easier than ever!

Meet your ETHOS expert and personal coach.

Allison Spears,
Marketing RVP at
Smart Money Financial

Join Allison Spears and the Ethos Team in an upcoming training webinar or book a one-on-one consult.

Learn how your agency can utilize our host of services to aid your life sales; from expert case design to innovative platforms...smarter agents start with Smart Money Financial!

Book a Consultation

Get my Ethos Agent Portal

IMPLEMENTING TECHNOLGY INTO YOUR LIFE SALES

Life Sales in a "Click"

Selling a life policy can be easier. Send clients your personal quote link and let tech do the rest! Give your clients a 100% online process with reflexive questions they can complete themselves.

Even the "tech challenged" can implement easy to use tools that allow you to sell more and reduce underwriting costs. Get a personalized online quote generator to implement to your website and social media platforms.

Simplified Issue Policies backed by reputable carriers.

Same day coverage up to $2million in just 10 minutes, with no medical exams and up to 95% approval rates for applicants ages 20-85 with term and final expense options.

Connect your clients to same day coverage options up to $2million, backed by reputable carriers and 95% approval rates.

Sell more and do less.

Adding revenue doesn't mean you have to add staff!
In a competitive job market we make it easy to make more without hiring help to do it.

Give your clients a 100% online application process, built with reflexive questions they can fill out themselves that will confidently lead them to the best life policy for them.

See for yourself just how easy it is to quote, send and bind with Ethos.

Smarter Agents Start Here

Meet your ETHOS expert and personal coach.

Allison Spears,
Marketing RVP at
Smart Money Financial

IMPLEMENTING TECHNOLGY INTO YOUR LIFE SALES

Life Sales in a "Click"

Selling a life policy can be easier. Send clients your personal quote link and let tech do the rest! Give your clients a 100% online process with reflexive questions they can complete themselves.

Simplified Issue Policies backed by reputable carriers.

Same day coverage up to $2million in just 10 minutes, with no medical exams and up to 95% approval rates for applicants ages 20-85 with term and final expense options.

Sell more and do less.

Adding revenue doesn't mean you have to add staff!
In a competitive job market we make it easy to make more without hiring help to do it.

THE CLIENT EXPERIENCE

AGENT PORTAL OVERVIEW

LEVERAGE THE POWER OF REFERALLS

Not Finding what you are looking for?
Send us a message.

Smarter Agents Start Here

Meet your ETHOS expert and personal coach. Allison Spears, Marketing RVP at Smart Money Financial

IMPLEMENTING TECHNOLGY INTO YOUR LIFE SALES

Life Sales in a "Click"

Selling a life policy can be easier. Send clients your personal quote link and let tech do the rest! Give your clients a 100% online process with reflexive questions they can complete themselves.

Simplified Issue Policies backed by reputable carriers.

Same day coverage up to $2million in just 10 minutes, with no medical exams and up to 95% approval rates for applicants ages 20-85 with term and final expense options.

Sell more and do less.

Adding revenue doesn't mean you have to add staff! In a competitive job market we make it easy to make more without hiring help to do it.

THE CLIENT EXPERIENCE

AGENT PORTAL OVERVIEW

LEVERAGE THE POWER OF REFERALLS

Not Finding what you are looking for? Send us a message.

Meet your ETHOS expert and personal coach.

Allison Spears,
Marketing RVP at
Smart Money Financial

Adding revenue doesn't mean you have to add staff!
In a competitive job market we make it easy to make more without hiring help to do it.

Not Finding what you are looking for?
Send us a message.