OVER 1.5 MILLION SOLD! (It’s Not Just a Calendar Book!) 

It is Not Just a Calendar Book . . . it’s a Success Management Tool for prospecting and business management, a sales planner created by an Insurance Agent to “get back to the basics”, rebuild his business and “make a difference” in this noble profession. Made in America and built on American ideals, the SAM Planner will empower you to seize your day, work smarter, optimize time and make it possible to achieve the American Dream: FINANCIAL FREEDOM. 

What makes the  SAM Planner unique… and Not Just a Calendar Book? 

SAM-Freedom-Planner-Flyer-PROOF5-pdf

9 Custom versions created by and for
your industry: 

  • Insurance (Life & Health) 
  • Financial Planning 
  • Multi-line Agents 
  • Experienced Producers 
  • Managers/ Recruiters 
  • General Sales Profession 
  • Real Estate, etc.  

 

Click to view Planner Descriptions 

All New 2026 SAM Planners

“Twenty-six (26) years ago, our founder set out to make a difference in the sales profession starting with the financial services industry by creating a Planner with a Purpose: To help Producers Succeed…and make this world a better place. Our mission continues with your purchase…THANK YOU!”