You spend your career taking care of others, now let us take care of you! Unlike many other Americans, you don’t have an employer to set up your 401K or other retirement plan… until now. Senior Marketing Specialists and JK Financial are working together to offer you an IRA (Individual Retirement Account) to start saving and building wealth for your personal retirement. Senior Marketing Specialists will help contribute to your account through out the years with various  incentive promotions based off production levels as well as other criteria. Start investing in yourself today!



  • $250 initial investment starts your account
  • Self fund at your will
  • 50 qualifying applications through SMS = $50 into your account
  • Open your account in 2016 and SMS will retroactively count your applications starting 1/1/2016!
  • No minimum monthly deposits or contributions required
  • $5,500 annual maximum
  • Available to agents directly contracted with SMS in the following states: MO, IA, IL, KS, CO, GA, NE, and TX


How does this work?

Your retirement account is your own.  All the money invested in yours, regardless of your employment status, production, contracts, etc.

  2. Complete your information and you will receive a detailed overview of the Road 2 Retirement program.
  3. Schedule your meeting with JK Financial and evaluate what programs are available to suit your needs and get started.


Call us with questions! 800-689-2800. 



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.

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