Testimonials
Joe Jordan
Speaker/Author
Teresa Smith
Independent Agent
I have used SAM planners for over 10 years and recommend them…they are very vital tools!

Angelina Weeks
Director of Coaching, Empire Wealth Strategies
SAM Suite has been GREAT and my advisors are really loving it!
Richard W.
Manager, MassMutual
Activity is key to our business. Our agents love the books and the motivational quotes!
Donald Back
Allstate Insurance
I really utilize your books because they are very helpful to me. I also use an electronic calendar, but I like to see everything on paper, too!
Gloria Webb
New York Life
It’s a great book…I love it!
Joel Skipper
Mutual of Omaha
I love the quotes that you put in them – to spread the inspiration – I like to highlight and shares my favorite ones.

Howard Elias
Past GAMA President
Managing Partner (Guardian)
Well done…you built everything into SAM Suite that we’ve been talking about for years!
Morris Sims
Leadership Coach
Measuring business analytics is more important than ever! I have used Sales Activity Management systems for more than 25 years, and we taught thousands of producers to use them while I was the VP and CLO for Agency at the largest Mutual Life Insurer.

Jamie Adams
Agent, New York Life
Everyone needs to know how amazing these books are…and it has helped me grow my business!
Alex Gayton
Insurance Agent
I don’t remember being this excited about tracking my activity, ever!
Matt Silvio
New York Life
The SAM Planner is the greatest planner! I love it and swear by it because I use it!
James Ouimette
Independent Agent
Keep doing them every year…and I’ll keep ordering them. It helps me stay organized and keep track of my mileage.

John Laurito
Leadership Consultant Keynote Speaker / LAMP 2019
SAM Suite is an essential ingredient to leading a winning organization…and can impact recruiting, onboarding, productivity, and retention.
Jeffrey Russolino
New York Life
I really appreciate your product and I have used it from Day One!
Dean Marlin
New York Life
This book is a well-documented history of what I did. I track my activity. You’re doing a great job…this book is my bible!!
Bill Cuff
Former Managing Director
Prudential
SAM assisted us in empowering our advisors to control and manage their activity. The SAM Team is a tremendous resource to assist us all in becoming great leaders.
Bob O.
Fraternal Insurance Agent
I use it religiously to keep track of my calls, appointments and keep score, it’s a great, easy way of keeping track of my progress!

Christina Teager
American National
The SAM Planner helped me out tremendously as an agent…and it definitely contributed to my success!
Jason Wise
Northwestern Mutual
I love the SAM Planners and have been ordering them since 1997! There is still no substitute for paper!
Rich Huber
Northwestern Mutual
I can’t get away from your book…95% of the problems that agents have can be solved with the right activities! It still makes more sense to write things down. I still look at those quotations every week (which everyone needs) and promote it to people.
Frank Finch
I tried to get away from paper for a couple years and go digital, but my business shrank, and I kept missing appointments. You can’t make it perfect for everyone, but I still think writing things down is more effective.
Josh C.
Sales Manager, Penn Mutual
You need to know your stats much like a professional athlete and SAM Suite is a great tool to help you get there.
Darcy Johansen
Associate Partner Cambridge Financial (Penn Mutual)
SAM Suite is an amazing tool, and it has been a dream come true to work with the SAM Team! Thanks to you and your team for the help in getting us going on the SAM system.
Scott Berry
Retired Insurance Agent (Washington)
I like the way things are set up, used it for many years and still buy one now that I am retired. I like having things on paper…you never know when the computers are going to crap out? Thank you for creating such a great product!
Samuel Lookner
Ameriprise Financial (Massachusetts)
I still love using your planner…haven’t missed an appointment yet, unlike so many cell phone calendar users that I know. I love your product, it’s great…thank you for producing it!
John Castaneda
Ameriprise Financial (California)
The SAM planner has been a necessary tool in my daily tool chest for over 20 years.
It saves me time being able to take a quick glance of what my day, week or next 6 months looks like. (And it provides personalization outside of the corporate CRM solely that is focused on technology and compliance requirements.)
Though many functions I use the planner for personal and client obligations, appointments focusing on time management and actionable tasks to keep me focused on production and personal wellbeing.
Whether including time blocks for physical fitness activities to personal time off, the planner provides the flexibility to separate corporate CRM requirements around the business. I think of it as a one stop shop for daily activities while keeping a long view, with technology as “my backup”.
Likewise, SAM Planners has evolved into the online interface too and interested in exploring to determine how it can complement my workflow and progress to both business and personal goals.
Pascal Zandt
Provident One Financial & Insurance (California)
I remember we first met in DC many years ago and you gave me a copy of the Common Denominator of Success which I have kept all these years. I have recommended your planners to new agents for years!
Sue Ianniello
New York Life (Connecticut)
I really like the SAM Planners and have been ordering them for 17 years! She tells all new agents to buy them, because it’s a permanent record and they can always be able to access their client information.
Emilie Deery
New York Life (Pennsylvania)
I have been using my SAM planner for over 25 years. I consider it my bible, not only does it help me see all of my appointments, goals and activity at a glance, but every week I am inspired by the Motivational Moments at the top corner of my planner. “Our greatest glory is not in never falling, but in rising every time we fall”, and that’s what keeps me going every day.
I have been a New York Life agent for 35 years and attribute part of my success to my SAM planner. It keeps me organized and focused. It sits open in the same spot on my desk to remind me of how many appointments I’ve made for the week, and that directly impacts my paycheck! I save them from year to year, so I can see where I’ve been, and plan for where I need to go. I know we have so much technology, apps and ways to plan electronically, and of course I use them too, but I don’t see anything that will replace my planner anytime soon.
Btw, your customer service is amazing. Thank you for continuing to produce this great product, I am so very grateful.
Patti Everett
Mountain Ridge Services (Georgia)
Thank you for a GREAT product!
Michael Butz
Northwestern Mutual (Wisconsin)
I called to reorder it because I love it so much!
John Gunyan
New York Life (New York)
I have been ordering the SAM planners for all 19 years of his time in the business.
Cecilia Guttierez
Florida
I have been your planner client for 20 years…love them!
Alka Oberoi
Leading Edge Wealth Management (Illinois)
I use the SAM Planner because I am more focused when it is in front of me.
Walter Nencka
Independence Insurance Partners (Rhode Island)
It’s a great book…I have like 15 of them stacked up!
Paul Boulanger
New York Life (New York)
I have a love affair with this SAM Planner! It’s good stuff and makes me want to go out and still work even after I retired. I’m one of their happiest customers!
Ketler Bosse
Future Capital Group (New Hampshire)
I’m a walking commercial for you guys and have a stack of them from previous years! I am also a mentor for a lot of guys and always them to get one of your planners because they help them stay focused and things don’t get lost like they can in a computer! You gotta have this!
I got hooked on these when I was with New York Life and am so glad the SAM Planners are still around because they help me build my business.
Michael Forney
Ameriprise (Pennsylvania)
In today’s world of technology, it’s wonderful to have my week of appointments and tasks laid out in front of me to help me keep on point. The SAM Planner is “comforting, like an old friend that I have relied upon for years…it has been a wonderful tool for me for decades. I must have 27 years of planners that I am going to line up just to send you a picture of one day!
Christopher Gallacher
Ameriprise (Massachusetts)
I have been with Ameriprise for 20 years, and love using the SAM Planner, I leave this right on my desk…and like having a backup!!
Rita Datta
New York Life (Virginia)
I used to buy calendar books at Staples, but when I came across your book, I started buying them and probably still have 25 SAM Planners from previous years. I really depend on it and will be ordering it as long as I’m in this business.
Anthony Camerio
OSAIC Wealth (Alabama)
I’ve enjoyed the SAM Book for over twenty years…and like the way it is laid out and how it is organized. There’s nothing better than having a paper book and backup.
Karen Roe
Prudential (California)
Thank you for making such a well-structured schedule book!
Jared H.
Northwestern Mutual (Wisconsin)
I’d be happy to tell the world about how much your book means to me!
Rudy Cueva
Gomez Properties (Texas)
Your SAM Book has helped me in many ways. Whereas before I had no organizational skills. Your SAM Book has kept me on my toes to keep my appointments and logging in order and self-accountability to my financial goals. The SAM Book is a real blessing to my Real Estate Business…thanks again!
Maureen Goulbourne
New York Life (New York)
This planner helps to keep me organized.
Douglas Perkins
Allstate Insurance (Georgia)
I love the planner and how it is set up and like to use it as a diary and journal. Having spent 25 years in the US Army, I also like that SAMUSA is a patriotic, faith-based company.
Mac Graf
New York Life (Louisiana)
You did a phenomenal job on your planner. It’s very user friendly and looks very professional. Very few people know how to tailor a planner for this industry like you guys have done.
Janet Spector
New York Life (Florida)
I appreciate your planner and have ordered it throughout my (30-year career with New York Life!
Scott T.
Merrill Lynch (Minnesota)
I like the consistency of the SAM Planner and use some of the metrics to develop an action plan. It all gives me the structure to be consistent.
Albert Mosseri
New York Life (New York)
I’m very happy with your books.
Mark Kabfleisch
Tree Service Kalbfleisch & Sons
Man, I love it! It’s great for business owners and really keeps me on the right path of life.
George Cason
Cason Financial (Virginia)
It’s the best planners that I’ve ever seen for our business. Your company is a real blessing! OK to Quote!! I have used them for years, appreciate your product and tell people about it all time! It’s great!
Evelyn T.
Primerica (California)
I enjoy using your planner!
James Brown
New York Life
Please don’t go out of business or stop making them…I don’t know what I would do without your planner!
Versie Reynolds
Reynolds Financial Group (New Mexico)
This year I needed to spend time with the Lord over the holidays and have some time to reflect on my business. And when I did, I noticed the book by Frank Bettger on my shelf, which I hadn’t read in many years. It’s called, “How I Raised Myself from Failure to Success”. I had forgotten that he was in the insurance business, and I have to tell you that the first two pieces that I read about made me a pile of money! Here they are:
- Enthusiasm makes all the difference in the world.
- And “You have to make the calls!”
So, thank you for producing these SAMbooks…they help me stay positive and make the calls! Thanks for all you’ve done and do to help us in this fantastic career!
George Williams
Voya Financial (Louisiana)
I must have 20 of these SAM Planners by now…thank you for what you’re doing! Your planners always help me achieve my goals…and that’s the reason I’m not going to stop ordering them! I also enjoy reading the motivational quotes and being able to track what I’ve done and see my customer’s names.
Earl Sadowsky
Northwestern Mutual (Wisconsin)
Your SAMBook is a very good product and a lot better than the one Northwestern Mutual has provided.
Jeff Lyons
Ballantyne Capital (North Carolina)
I am very pleased with the SAM Planner appreciate what you do. What you came up with is sheer genius and helps me stay on track!
Wesley Reed
Reed Family Wealth Services (Florida)
I have to reorder your planner…I’m lost without it! Some friends question me about why I use a paper calendar, and it’s because I won’t look at it if it’s all in the computer.
Ryan Fike
Equitable Advisors (Illinois)
I enjoy ordering my SAM Planner every year! I have used the planner every year I’ve been in the business (since 2013) and will use it every planner every year moving forward. Thanks Mickey and team!
Bob Van Slyke
(Indiana)
I’ll never forget meeting you in your office and I knew from that moment you were very special. You’re an inspiration and doing great things for mankind. You’re touching a lot of lives, Mickey! (About the BIG GOALS…Short Deadlines book, he said, “The strategies in that book are incredible!”)
Howard Owens
Equitable Advisors (North Carolina)
I haven’t used your planners since 2021, but I need to get back to using a paper book because I seem to miss too much when everything is in the computer. When I write it down, I seem to have better recall, and you can quote me on that! I also love your quotes…and we use them all the time! It’s the best $55 dollars that I’ll ever spend!
Kathleen W.
Insurance Agent (Florida)
I am largely retired but continue to serve my longtime clients and I still bring my SAMMY with me everywhere!
Daniel Thompson
Farm Bureau (Mississippi)
I have been using your SAM Planners since a NAIFA meeting in 2011 and a lot of agents from his office buy them, too. This book has always worked really well for me and is in line with Farm Bureau’s goal setting format. I give it a lot of credit to it for helping me win so many trips with the company and, as a mentor, I am always promoting this book.
Philip Mattera
Ameriprise (New York)
I’m going back to the basics and that includes a paper calendar. We have too much technology in our lives these days and sometimes old school is quicker.