Senior Marketing Specialists appreciates your partnership as a Key Accounts member and to show that appreciation we want to invest in your retirement.

The Road to Retirement program allows you, the principal of the agency, to set up a retirement account and every calendar year Senior Marketing Specialists will contribute to it based on your individual production level.

You can receive up to $2k per calendar year in contributions from us!

  $250 for $250k in production

→  $500 for $500k in production

→  $1,000 for $1 million in production

→  $1,500 for $1.5 million in production

→  $2,000 for $2 million and up in production

Ready to Invest In Yourself?

For more details reach out to JK Financial:

email Kim Kaufman (kim.kaufman@jkwealthplanning.com)

call 800-627-2768

or fill out their request form on JK Financial’s website — simply leave “road to retirement” in the comments section of their contact form.


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.

  • Qualifying business is a policy issued by a carrier that the agent is currently and directly contracted with through Senior Marketing Specialists, excluding any not-taken policies during the free look period or cancellations.
  • Qualifying policy count to be determined through carrier production reports obtained by Senior Marketing Specialists. Monthly policy totals for each participating agent will be compiled and applied to the program by the 15th of each month.
  • ONLY for the principal of the agency

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