Empowering Financial Professionals to make success a habit…since 1995.

Solutions Designed to help Producers Succeed and Managers Lead

Do you want to . . .

  • Build the right habits for success?
  • Enjoy a better work/life balance?
  • Achieve more, regret less and inspire others?

SAMUSA named and pioneered Sales Activity Management to make a difference in this noble profession, with a strategy for success used by industry icons to build more careers than any other best practice.

How? By inspiring financial services professionals with this empowering concept that helps them control the direction of their business and optimize their time every day, and by providing custom success management tools with the strategy built in.

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Empower Yourself Every Day!

Over 1.5 million SAM Tools purchased by Producers, Firms and Home Offices.

SAM Planners®

New SAM Suite®APP

SAM Services

Empower yourself every Day!

Our Vision

To inspire and empower success.

Why SAM?

Founded by an insurance agent, SAM started out in a basement with a mission, “to make a difference in the industry.”

 SAM helps Agents/Advisors stay focused, organized, disciplined, and develop the right habits to achieve their GOALS…and Managers are better able to coach, develop talent, lead, and build a positive, high-performance culture.

Endorsed by NAIFA

Free Inspiring Materials

Sales is a Numbers Game

Five Little

What is Sales Activity Management?

Our Client List

“Getting and using SAM is the best investment you can make in this business.”