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JAKE WILSON

What if your clients saw you as their go-to financial resource—not just once, but for life?

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That’s the kind of lasting trust I help you build—grounded in strategy, integrity, and results that speak for themselves.

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I'm Jake Wilson with Southwest Annuities Marketing.

We're one team with one mission: YOU.

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Scan to Add Me

to Your Contacts!

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Vice President - Sales

The SAM 
Difference

Since 1994, Southwest Annuities Marketing (SAM) has helped financial professionals grow in the annuity and life space. As an independent marketing organization, we go beyond product—we build relationships that last.

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What sets us apart is simple: we’re in it for the long haul. Through trust, accountability, and proven support, we help position you as a financial authority—so your clients keep coming back.

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Marketing & Branding That Builds Your Business

We don’t just offer products—we equip you with the tools to grow your brand and attract ideal clients. Our marketing programs and platforms are designed to help you stand out,
tell your story, and drive real results.

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Full-Service In-House Marketing Solution

We bring memorable brands to life and execute marketing strategies designed to generate new prospects and client acquisitions.

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Let us help You stand out

from the crowd!

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Retirement Roadblocks 

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Exploring the top 7 financial risks of retirement could not be easier!

 

Our Retirement Roadblocks   platform has everything you need to help clients as they travel
along their journey to and through retirement.

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in under 90-seconds!

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Retirement TableTalk

Spark meaningful conversations over a meal with the industry’s most affordable small-group seminar—supported by outlines, questions, and facilitator scripts.

 

Click the image below to explore the participant guide, then contact Jake to turn opportunity into action.

 

Tools and Support That Power Your Growth

From front-office to back-office, SAM gives you the tools and support to grow with confidence. Our comprehensive team handles sales support, new business, and contracting—so you can stay focused on clients.

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At the center of it all is SuperAgentTools (SAT)—our proprietary, award-winning platform. SAT combines product search, client management, and performance tracking in one easy-to-use system. With instant access to your activity, client data, carriers, and product info, SAT sets the industry standard—and it keeps getting better.

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Performance Has It's Perks

We celebrate your success in unforgettable places—like the St. Regis Aspen Resort.

Connect with Jake to learn how you can qualify to join us in the heart of the Rockies in 2026.

Ready to Grow Your Business?

We start by getting to know your practice—then deliver tailored strategies to help you stand out and succeed.

Complete this form to contact Jake and his team.

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CSA250596-0726  This material is designed for insurance-licensed financial professionals

Let's Connect

Financial professionals should ensure they follow the applicable state regulations and current approval policies on the use of any advertising, third-party sales tools, or marketing materials of the carriers they represent and their broker-dealer and/or registered investment adviser, if applicable.

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