Business Details
Your Trusted Insurance Marketing Partner in Phoenix, AZ
Unkefer & Associates (SAM) was formed in February 2025 through the strategic merger of Unkefer & Associates, DFS Marketing, and AmeriLife Insurance Marketing, combining 96 years of industry expertise. We specialize in empowering financial professionals with comprehensive tools, proprietary lead programs, and personalized support to enhance their annuity and life insurance practices. Our mission centers on building trust through reliable service, innovative solutions, and a commitment to long-term relationships with advisors, agencies, and IMOs. With access to 40+ carriers and hundreds of products, we provide tailored case design, rapid case submission, and advanced marketing strategies.Our award-winning Super Agent Tools platform streamlines product research, client management, and performance tracking, ensuring advisors stay competitive. We prioritize operational efficiency, offering back-office support, compliance guidance, and professional development resources. Our collaborative approach and focus on ethical practices position us as a trusted partner for financial professionals seeking growth and sustainability in a dynamic market.
Services
Lead Generation
Case Design
Marketing Support
Back Office Services
Product Search Engine
Details
- Year established: 2025
Highlights and features
- We offer 96 years of combined expertise in annuity and life insurance marketing.
- Our proprietary Super Agent Tools platform streamlines product research and client management.
- We provide exclusive lead programs and personalized marketing strategies for growth.
- Our team delivers rapid case submission and collaborative case design solutions.
- We maintain 24/7 support for financial professionals across the U.S.
What people say
Top-notch customer service
There when needed
Premium perks
Award-winning tools
Targeted lead campaigns
Services
Lead Generation
Our marketing team identifies high-income leads with exceptional conversion rates through targeted campaigns. We offer homegrown and partner programs tailored to diverse market needs. Advisors gain access to exclusive opportunities that align with their strengths and client profiles.
Case Design
We analyze hundreds of products across dozens of carriers to match optimal annuity or life insurance solutions for client scenarios. Our team expedites submissions and ensures compliance with carrier requirements. This collaborative process maximizes client satisfaction and advisor compensation.
Marketing Support
Our creative team develops customized branding packages, digital campaigns, and media strategies to position advisors as local experts. Services include website design, social media management, and traditional advertising materials. This holistic approach enhances visibility and client retention.
Back Office Services
We streamline carrier contracting, licensing, and compliance processes through automated systems and dedicated teams. Advisors save time with rapid illustration delivery and simplified case submission workflows. Our procedural expertise reduces operational stress for financial professionals.
Product Search Engine
Super Agent Tools (SAT) provides instant access to annuity and life insurance product comparisons, client data, and performance metrics. This industry-leading platform features side-by-side carrier analysis and production tracking hierarchies. Regular updates ensure advisors always have current market information.
People
Joe M.
Financial Professional
Indiana-based advisor highlights SAM's relationship-driven approach and competitive advantage in product offerings.
Lydia L.
Agent
North Carolina professional praises SAM's cross-departmental support and responsive customer service teams.
Kevin B.
Solo Practitioner
Phoenix advisor emphasizes SAM's reliability and partnership value for independent financial professionals.
Brian F.
Advisor
Highlights rapid technical support and efficient illustration delivery during client meetings.
Bryan & Carol
Agency Owners
Ohio-based duo appreciates operational freedom and comprehensive support for client-focused work.
Questions
What services does SAM offer financial professionals?
We provide lead programs, case design, marketing support, back-office assistance, and access to 40+ carriers through our SAT platform.
How do I access SAM's lead programs?
Contracted professionals gain immediate access to our proprietary lead systems and homegrown campaigns through the Offers page.
What is Super Agent Tools?
SAT is an award-winning platform for product comparisons, client management, and performance tracking tailored to annuity and life advisors.
Can SAM help with marketing strategies?
Our team creates customized branding packages, digital campaigns, and media strategies to enhance your market presence.
How does SAM support case design?
We analyze hundreds of products across multiple carriers to find optimal solutions, then expedite submissions for faster client service.
What areas does SAM serve?
We support financial professionals nationwide with localized marketing strategies and compliance expertise.
Reviews (1)
Manny Monster Monter
Jun 08, 2021
Report
Transparent from the beggining, professional, and great to work with. If you're an agent looking for a solid IMO, Unkefer and Associates will deliver on what they promise.
