Way better

Way better

Way better

than

than

than

a

n

I

M

O

.

a

n

I

M

O

.

a

n

I

M

O

.

See how better technology + capital can supercharge your business.

Quote, design, and submit—all in one place. Signal makes it faster to deliver guaranteed income and easier to grow your annuity business.

Manage portfolios, plans, and compliance from a single login. Signal’s wealth platform gives you everything you need to scale, without the complexity.

From illustrations to delivery, life insurance is seamless with Signal. Quote fast, track everything, and win more cases with less lift.

Quote, design, and submit—all in one place. Signal makes it faster to deliver guaranteed income and easier to grow your annuity business.

Manage portfolios, plans, and compliance from a single login. Signal’s wealth platform gives you everything you need to scale, without the complexity.

From illustrations to delivery, life insurance is seamless with Signal. Quote fast, track everything, and win more cases with less lift.

Quote, design, and submit—all in one place. Signal makes it faster to deliver guaranteed income and easier to grow your annuity business.

Manage portfolios, plans, and compliance from a single login. Signal’s wealth platform gives you everything you need to scale, without the complexity.

From illustrations to delivery, life insurance is seamless with Signal. Quote fast, track everything, and win more cases with less lift.

Not Just Different—Better. Only at Signal.

Here are just a few of the features Signal pioneered—and that no one else in the IMO space offers:

TruePAY

Get paid within 24 hours of app submission.

TruePay delivers commissions 37x faster than any other IMO. Imagine getting paid within one business day of submission. Gain faster access to capital, improve cash flow, and reinvest in your business with confidence.

TruePAY

Get paid within 24 hours of app submission.

TruePay delivers commissions 37x faster than any other IMO. Imagine getting paid within one business day of submission. Gain faster access to capital, improve cash flow, and reinvest in your business with confidence.

TruePAY

Get paid within 24 hours of app submission.

TruePay delivers commissions 37x faster than any other IMO. Imagine getting paid within one business day of submission. Gain faster access to capital, improve cash flow, and reinvest in your business with confidence.

TrueStatus

Real-time carrier New Business updates. Zero phone tag.

TrueStatus connects directly to insurance carriers to deliver real-time updates on every case—status changes, notes, and next steps—all inside the Signal platform. For the first time, advisors, IMOs, and carriers are aligned in a single messaging feed. No more logging into multiple systems or chasing down answers.

TrueStatus

Real-time carrier New Business updates. Zero phone tag.

TrueStatus connects directly to insurance carriers to deliver real-time updates on every case—status changes, notes, and next steps—all inside the Signal platform. For the first time, advisors, IMOs, and carriers are aligned in a single messaging feed. No more logging into multiple systems or chasing down answers.

TrueStatus

Real-time carrier New Business updates. Zero phone tag.

TrueStatus connects directly to insurance carriers to deliver real-time updates on every case—status changes, notes, and next steps—all inside the Signal platform. For the first time, advisors, IMOs, and carriers are aligned in a single messaging feed. No more logging into multiple systems or chasing down answers.

Pay-later marketing

Run marketing events today—pay later.

Host a dinner seminar, educational workshop, or college course—and pay for it 45 to 75 days after the event takes place.

Pay-later marketing

Run marketing events today—pay later.

Host a dinner seminar, educational workshop, or college course—and pay for it 45 to 75 days after the event takes place.

Pay-later marketing

Run marketing events today—pay later.

Host a dinner seminar, educational workshop, or college course—and pay for it 45 to 75 days after the event takes place.

Track inforce rates

Understand the rate integrity of every policy.

Signal tracks the rates on underlying indexes and memorializes the data at every reset or allocation change—so you can clearly see how rates evolve over time.

Track inforce rates

Understand the rate integrity of every policy.

Signal tracks the rates on underlying indexes and memorializes the data at every reset or allocation change—so you can clearly see how rates evolve over time.

Track inforce rates

Understand the rate integrity of every policy.

Signal tracks the rates on underlying indexes and memorializes the data at every reset or allocation change—so you can clearly see how rates evolve over time.

Automated marketing analytics

Track performance by channel—without lifting a finger.

When you run your business on Signal, marketing performance is tracked automatically. See which channels are driving revenue—no manual work required from you or your team.

Automated marketing analytics

Track performance by channel—without lifting a finger.

When you run your business on Signal, marketing performance is tracked automatically. See which channels are driving revenue—no manual work required from you or your team.

Automated marketing analytics

Track performance by channel—without lifting a finger.

When you run your business on Signal, marketing performance is tracked automatically. See which channels are driving revenue—no manual work required from you or your team.

Service requests

Submit inforce requests with confidence.

From allocation changes to beneficiary updates, withdrawal requests, and more—you can submit all service requests in one place, across all carriers and custodians. And with Signal, you can do it with confidence, knowing it will get done.

Service requests

Submit inforce requests with confidence.

From allocation changes to beneficiary updates, withdrawal requests, and more—you can submit all service requests in one place, across all carriers and custodians. And with Signal, you can do it with confidence, knowing it will get done.

Service requests

Submit inforce requests with confidence.

From allocation changes to beneficiary updates, withdrawal requests, and more—you can submit all service requests in one place, across all carriers and custodians. And with Signal, you can do it with confidence, knowing it will get done.

Healthscore

Know which policies need attention.

Signal’s proprietary scoring system monitors the ongoing health of annuity policies based on key client factors. No more digging through files to spot misaligned policies—HealthScore shows you where the policy and client have grown apart, so you can take action before it becomes a problem.

Healthscore

Know which policies need attention.

Signal’s proprietary scoring system monitors the ongoing health of annuity policies based on key client factors. No more digging through files to spot misaligned policies—HealthScore shows you where the policy and client have grown apart, so you can take action before it becomes a problem.

Healthscore

Know which policies need attention.

Signal’s proprietary scoring system monitors the ongoing health of annuity policies based on key client factors. No more digging through files to spot misaligned policies—HealthScore shows you where the policy and client have grown apart, so you can take action before it becomes a problem.

AI summaries

Turn data into real conversations.

Signal AI instantly generates summaries for individual policies and drafts personalized emails to clients with annuity performance updates. What used to take three hours now takes 10 minutes—with better outcomes.

AI summaries

Turn data into real conversations.

Signal AI instantly generates summaries for individual policies and drafts personalized emails to clients with annuity performance updates. What used to take three hours now takes 10 minutes—with better outcomes.

AI summaries

Turn data into real conversations.

Signal AI instantly generates summaries for individual policies and drafts personalized emails to clients with annuity performance updates. What used to take three hours now takes 10 minutes—with better outcomes.

Zillow Integration

Get home values without leaving the platform.

Signal integrates directly with Zillow to instantly pull in property data—no extra logins, no digging for numbers.

Zillow Integration

Get home values without leaving the platform.

Signal integrates directly with Zillow to instantly pull in property data—no extra logins, no digging for numbers.

Zillow Integration

Get home values without leaving the platform.

Signal integrates directly with Zillow to instantly pull in property data—no extra logins, no digging for numbers.

The way you do business is changing. We're here to make it better. Way better.

The way you do business is changing. We're here to make it better. Way better.

Hundreds of top advisors
 feel the magic of Signal at their firms.

Hundreds of top advisors
 feel the magic of Signal at their firms.

Hundreds of top advisors
 feel the magic of Signal at their firms.

Experience the Signal difference in every part of your business.

Customer satisfaction

0

Net Promoter Score

What does this mean?

Customer satisfaction

0

Net Promoter Score

What does this mean?

Customer satisfaction

0

Net Promoter Score

What does this mean?

Quick response

0hr

Turn around time on financial plans

Quick response

0hr

Turn around time on financial plans

Quick response

0hr

Turn around time on financial plans

Truepay

0hr

Commission payouts

Truepay

0hr

Commission payouts

Truepay

0hr

Commission payouts

More productive teams

0x

Average growth in first year

More productive teams

0x

Average growth in first year

More productive teams

0x

Average growth in first year

Media

Your story builds trust. Our media team turns it into growth.

We help advisors stand out and scale up through high-impact media. From strategy to execution, our team knows how to connect you with larger audiences and better prospects. With experienced producers, writers, and filmmakers behind you, we turn attention into revenue and elevate your brand along the way.

Media

Your story builds trust. Our media team turns it into growth.

We help advisors stand out and scale up through high-impact media. From strategy to execution, our team knows how to connect you with larger audiences and better prospects. With experienced producers, writers, and filmmakers behind you, we turn attention into revenue and elevate your brand along the way.

Media

Your story builds trust. Our media team turns it into growth.

We help advisors stand out and scale up through high-impact media. From strategy to execution, our team knows how to connect you with larger audiences and better prospects. With experienced producers, writers, and filmmakers behind you, we turn attention into revenue and elevate your brand along the way.

Magic Meetings

Get the next best thing to a referral.

Our Magic Meetings team makes the first move for you. We connect with leads, gather key details, and schedule follow-up meetings right on your calendar—so you can step in and close. We also help you reengage cold leads and keep warm ones moving forward, so you can focus on the conversations that count.

Magic Meetings

Get the next best thing to a referral.

Our Magic Meetings team makes the first move for you. We connect with leads, gather key details, and schedule follow-up meetings right on your calendar—so you can step in and close. We also help you reengage cold leads and keep warm ones moving forward, so you can focus on the conversations that count.

Magic Meetings

Get the next best thing to a referral.

Our Magic Meetings team makes the first move for you. We connect with leads, gather key details, and schedule follow-up meetings right on your calendar—so you can step in and close. We also help you reengage cold leads and keep warm ones moving forward, so you can focus on the conversations that count.

Custom creative

Cookie cutter isn’t in our vocabulary.

Forget templates. We craft messaging, visuals, and campaigns around what makes your firm unique. Whether you're launching a new offer or building a lasting brand, our team helps you stand out and speak directly to the clients you want most.

Custom creative

Cookie cutter isn’t in our vocabulary.

Forget templates. We craft messaging, visuals, and campaigns around what makes your firm unique. Whether you're launching a new offer or building a lasting brand, our team helps you stand out and speak directly to the clients you want most.

Custom creative

Cookie cutter isn’t in our vocabulary.

Forget templates. We craft messaging, visuals, and campaigns around what makes your firm unique. Whether you're launching a new offer or building a lasting brand, our team helps you stand out and speak directly to the clients you want most.

Events & Community

World-class events to connect, grow, and celebrate.

From our HQ in Detroit to the mountains, beaches, and beyond—Signal events bring advisors together for impact and inspiration.

Edge

Educate

An ongoing series of hands-on sessions focused on the real challenges and opportunities inside your firm.

Nov 5–7, 2025 | Detroit, MI

Edge

Educate

An ongoing series of hands-on sessions focused on the real challenges and opportunities inside your firm.

Nov 5–7, 2025 | Detroit, MI

Edge

Educate

An ongoing series of hands-on sessions focused on the real challenges and opportunities inside your firm.

Nov 5–7, 2025 | Detroit, MI

Peak

Celebrate

An invite-only experience for top advisors to recharge, connect, and celebrate growth in unforgettable locations.

Jul 29–Aug 2, 2026 | Aruba

Peak

Celebrate

An invite-only experience for top advisors to recharge, connect, and celebrate growth in unforgettable locations.

Jul 29–Aug 2, 2026 | Aruba

Peak

Celebrate

An invite-only experience for top advisors to recharge, connect, and celebrate growth in unforgettable locations.

Jul 29–Aug 2, 2026 | Aruba

Blueprint

Observe

Intensive strategy sessions featuring real playbooks from the best in the business. Learn what’s working, and make it your own.

Aug 25–26, 2026 | Wayzata, MN

Blueprint

Observe

Intensive strategy sessions featuring real playbooks from the best in the business. Learn what’s working, and make it your own.

Aug 25–26, 2026 | Wayzata, MN

Blueprint

Observe

Intensive strategy sessions featuring real playbooks from the best in the business. Learn what’s working, and make it your own.

Aug 25–26, 2026 | Wayzata, MN

Grow

Workshop

Small-group coaching for firm leaders focused on growth, leadership, and unlocking the next level of your business.

Quarterly | Detroit, Mi

Grow

Workshop

Small-group coaching for firm leaders focused on growth, leadership, and unlocking the next level of your business.

Quarterly | Detroit, Mi

Grow

Workshop

Small-group coaching for firm leaders focused on growth, leadership, and unlocking the next level of your business.

Quarterly | Detroit, Mi

  • Peak 2024

    Edge 2023

  • Edge 2025

  • Rocket Mortgage Classic 2022

    Edge 2024

  • Peak 2024

    Edge 2023

  • Edge 2025

  • Rocket Mortgage Classic 2022

    Edge 2024

  • Peak 2024

    Edge 2023

  • Edge 2025

  • Rocket Mortgage Classic 2022

    Edge 2024

One platform. One login. Built for you.

We believe that technology doesn’t replace people, it empowers them.

Fast, intuitive experience

Fast, intuitive experience

Fast, intuitive experience

Real-time collaboration

Real-time collaboration

Real-time collaboration

Everything in one place

Everything in one place

Everything in one place

Marketing

Planning

New Business

Inforce

Finance

Marketing

Planning

New Business

Inforce

Finance

Marketing

Planning

New Business

Inforce

Finance

The Signal Platform

Jumping from one tool to another is a thing of the past.

The Signal Platform brings everything together so you can quote faster, plan smarter, and manage your business in real time. Every feature is designed to simplify your workflow and help you grow.

Communicate directly with the Signal team

Message our team without leaving the platform. Get fast answers, share updates, and keep everything in one place.

Communicate directly with the Signal team

Message our team without leaving the platform. Get fast answers, share updates, and keep everything in one place.

Communicate directly with the Signal team

Message our team without leaving the platform. Get fast answers, share updates, and keep everything in one place.

See everything for a household in one place

View client details, portfolios, documents, and more—all grouped by household so nothing gets missed.

See everything for a household in one place

View client details, portfolios, documents, and more—all grouped by household so nothing gets missed.

See everything for a household in one place

View client details, portfolios, documents, and more—all grouped by household so nothing gets missed.

Access to everything right in your pocket

Manage your business from anywhere with our mobile-friendly experience. Stay connected and in control on the go.

Access to everything right in your pocket

Manage your business from anywhere with our mobile-friendly experience. Stay connected and in control on the go.

Access to everything right in your pocket

Manage your business from anywhere with our mobile-friendly experience. Stay connected and in control on the go.

Let Signal AI summarize policy performance for you

AI-generated summaries help you review policy details and client updates faster. See what matters without digging.

Let Signal AI summarize policy performance for you

AI-generated summaries help you review policy details and client updates faster. See what matters without digging.

Let Signal AI summarize policy performance for you

AI-generated summaries help you review policy details and client updates faster. See what matters without digging.

Get notified in real time as updates happen

See key updates instantly in the platform and in your inbox.

Get notified in real time as updates happen

See key updates instantly in the platform and in your inbox.

Get notified in real time as updates happen

See key updates instantly in the platform and in your inbox.

You’ve been TruePaid $4,450.00 for Devon Wilson.

2 hours ago

Finance

You’ve been TruePaid $4,450.00 for Chad Lemon.

2 hours ago

Finance

Integrated with everything you already use

The Signal Platform connects to the tools and carriers you trust.

Integrated with everything you already use

The Signal Platform connects to the tools and carriers you trust.

Integrated with everything you already use

The Signal Platform connects to the tools and carriers you trust.

Signal didn’t just change my business. It changed my life. I’m building something better, for my team and my family.

Jonathan B.

Signal didn’t just change my business. It changed my life. I’m building something better, for my team and my family.

Jonathan B.

Signal didn’t just change my business. It changed my life. I’m building something better, for my team and my family.

Jonathan B.

Way better

Way better

Way better

than

than

than

a

n

I

M

O

.

a

n

I

M

O

.

a

n

I

M

O

.

See how better technology + capital can supercharge your business.

Quote, design, and submit—all in one place. Signal makes it faster to deliver guaranteed income and easier to grow your annuity business.

Manage portfolios, plans, and compliance from a single login. Signal’s wealth platform gives you everything you need to scale, without the complexity.

From illustrations to delivery, life insurance is seamless with Signal. Quote fast, track everything, and win more cases with less lift.

Quote, design, and submit—all in one place. Signal makes it faster to deliver guaranteed income and easier to grow your annuity business.

Manage portfolios, plans, and compliance from a single login. Signal’s wealth platform gives you everything you need to scale, without the complexity.

From illustrations to delivery, life insurance is seamless with Signal. Quote fast, track everything, and win more cases with less lift.

Quote, design, and submit—all in one place. Signal makes it faster to deliver guaranteed income and easier to grow your annuity business.

Manage portfolios, plans, and compliance from a single login. Signal’s wealth platform gives you everything you need to scale, without the complexity.

From illustrations to delivery, life insurance is seamless with Signal. Quote fast, track everything, and win more cases with less lift.

Not Just Different—Better. Only at Signal.

Here are just a few of the features Signal pioneered—and that no one else in the IMO space offers:

TruePAY

Get paid within 24 hours of app submission.

TruePay delivers commissions 37x faster than any other IMO. Imagine getting paid within one business day of submission. Gain faster access to capital, improve cash flow, and reinvest in your business with confidence.

TruePAY

Get paid within 24 hours of app submission.

TruePay delivers commissions 37x faster than any other IMO. Imagine getting paid within one business day of submission. Gain faster access to capital, improve cash flow, and reinvest in your business with confidence.

TruePAY

Get paid within 24 hours of app submission.

TruePay delivers commissions 37x faster than any other IMO. Imagine getting paid within one business day of submission. Gain faster access to capital, improve cash flow, and reinvest in your business with confidence.

TrueStatus

Real-time carrier New Business updates. Zero phone tag.

TrueStatus connects directly to insurance carriers to deliver real-time updates on every case—status changes, notes, and next steps—all inside the Signal platform. For the first time, advisors, IMOs, and carriers are aligned in a single messaging feed. No more logging into multiple systems or chasing down answers.

TrueStatus

Real-time carrier New Business updates. Zero phone tag.

TrueStatus connects directly to insurance carriers to deliver real-time updates on every case—status changes, notes, and next steps—all inside the Signal platform. For the first time, advisors, IMOs, and carriers are aligned in a single messaging feed. No more logging into multiple systems or chasing down answers.

TrueStatus

Real-time carrier New Business updates. Zero phone tag.

TrueStatus connects directly to insurance carriers to deliver real-time updates on every case—status changes, notes, and next steps—all inside the Signal platform. For the first time, advisors, IMOs, and carriers are aligned in a single messaging feed. No more logging into multiple systems or chasing down answers.

Pay-later marketing

Run marketing events today—pay later.

Host a dinner seminar, educational workshop, or college course—and pay for it 45 to 75 days after the event takes place.

Pay-later marketing

Run marketing events today—pay later.

Host a dinner seminar, educational workshop, or college course—and pay for it 45 to 75 days after the event takes place.

Pay-later marketing

Run marketing events today—pay later.

Host a dinner seminar, educational workshop, or college course—and pay for it 45 to 75 days after the event takes place.

Track inforce rates

Understand the rate integrity of every policy.

Signal tracks the rates on underlying indexes and memorializes the data at every reset or allocation change—so you can clearly see how rates evolve over time.

Track inforce rates

Understand the rate integrity of every policy.

Signal tracks the rates on underlying indexes and memorializes the data at every reset or allocation change—so you can clearly see how rates evolve over time.

Track inforce rates

Understand the rate integrity of every policy.

Signal tracks the rates on underlying indexes and memorializes the data at every reset or allocation change—so you can clearly see how rates evolve over time.

Automated marketing analytics

Track performance by channel—without lifting a finger.

When you run your business on Signal, marketing performance is tracked automatically. See which channels are driving revenue—no manual work required from you or your team.

Automated marketing analytics

Track performance by channel—without lifting a finger.

When you run your business on Signal, marketing performance is tracked automatically. See which channels are driving revenue—no manual work required from you or your team.

Automated marketing analytics

Track performance by channel—without lifting a finger.

When you run your business on Signal, marketing performance is tracked automatically. See which channels are driving revenue—no manual work required from you or your team.

Service requests

Submit inforce requests with confidence.

From allocation changes to beneficiary updates, withdrawal requests, and more—you can submit all service requests in one place, across all carriers and custodians. And with Signal, you can do it with confidence, knowing it will get done.

Service requests

Submit inforce requests with confidence.

From allocation changes to beneficiary updates, withdrawal requests, and more—you can submit all service requests in one place, across all carriers and custodians. And with Signal, you can do it with confidence, knowing it will get done.

Service requests

Submit inforce requests with confidence.

From allocation changes to beneficiary updates, withdrawal requests, and more—you can submit all service requests in one place, across all carriers and custodians. And with Signal, you can do it with confidence, knowing it will get done.

Healthscore

Know which policies need attention.

Signal’s proprietary scoring system monitors the ongoing health of annuity policies based on key client factors. No more digging through files to spot misaligned policies—HealthScore shows you where the policy and client have grown apart, so you can take action before it becomes a problem.

Healthscore

Know which policies need attention.

Signal’s proprietary scoring system monitors the ongoing health of annuity policies based on key client factors. No more digging through files to spot misaligned policies—HealthScore shows you where the policy and client have grown apart, so you can take action before it becomes a problem.

Healthscore

Know which policies need attention.

Signal’s proprietary scoring system monitors the ongoing health of annuity policies based on key client factors. No more digging through files to spot misaligned policies—HealthScore shows you where the policy and client have grown apart, so you can take action before it becomes a problem.

AI summaries

Turn data into real conversations.

Signal AI instantly generates summaries for individual policies and drafts personalized emails to clients with annuity performance updates. What used to take three hours now takes 10 minutes—with better outcomes.

AI summaries

Turn data into real conversations.

Signal AI instantly generates summaries for individual policies and drafts personalized emails to clients with annuity performance updates. What used to take three hours now takes 10 minutes—with better outcomes.

AI summaries

Turn data into real conversations.

Signal AI instantly generates summaries for individual policies and drafts personalized emails to clients with annuity performance updates. What used to take three hours now takes 10 minutes—with better outcomes.

Zillow Integration

Get home values without leaving the platform.

Signal integrates directly with Zillow to instantly pull in property data—no extra logins, no digging for numbers.

Zillow Integration

Get home values without leaving the platform.

Signal integrates directly with Zillow to instantly pull in property data—no extra logins, no digging for numbers.

Zillow Integration

Get home values without leaving the platform.

Signal integrates directly with Zillow to instantly pull in property data—no extra logins, no digging for numbers.

The way you do business is changing. We're here to make it better. Way better.

The way you do business is changing. We're here to make it better. Way better.

Hundreds of top advisors
 feel the magic of Signal at their firms.

Hundreds of top advisors
 feel the magic of Signal at their firms.

Hundreds of top advisors
 feel the magic of Signal at their firms.

Experience the Signal difference in every part of your business.

Customer satisfaction

0

Net Promoter Score

What does this mean?

Customer satisfaction

0

Net Promoter Score

What does this mean?

Customer satisfaction

0

Net Promoter Score

What does this mean?

Quick response

0hr

Turn around time on financial plans

Quick response

0hr

Turn around time on financial plans

Quick response

0hr

Turn around time on financial plans

Truepay

0hr

Commission payouts

Truepay

0hr

Commission payouts

Truepay

0hr

Commission payouts

More productive teams

0x

Average growth in first year

More productive teams

0x

Average growth in first year

More productive teams

0x

Average growth in first year

Media

Your story builds trust. Our media team turns it into growth.

We help advisors stand out and scale up through high-impact media. From strategy to execution, our team knows how to connect you with larger audiences and better prospects. With experienced producers, writers, and filmmakers behind you, we turn attention into revenue and elevate your brand along the way.

Media

Your story builds trust. Our media team turns it into growth.

We help advisors stand out and scale up through high-impact media. From strategy to execution, our team knows how to connect you with larger audiences and better prospects. With experienced producers, writers, and filmmakers behind you, we turn attention into revenue and elevate your brand along the way.

Media

Your story builds trust. Our media team turns it into growth.

We help advisors stand out and scale up through high-impact media. From strategy to execution, our team knows how to connect you with larger audiences and better prospects. With experienced producers, writers, and filmmakers behind you, we turn attention into revenue and elevate your brand along the way.

Magic Meetings

Get the next best thing to a referral.

Our Magic Meetings team makes the first move for you. We connect with leads, gather key details, and schedule follow-up meetings right on your calendar—so you can step in and close. We also help you reengage cold leads and keep warm ones moving forward, so you can focus on the conversations that count.

Magic Meetings

Get the next best thing to a referral.

Our Magic Meetings team makes the first move for you. We connect with leads, gather key details, and schedule follow-up meetings right on your calendar—so you can step in and close. We also help you reengage cold leads and keep warm ones moving forward, so you can focus on the conversations that count.

Magic Meetings

Get the next best thing to a referral.

Our Magic Meetings team makes the first move for you. We connect with leads, gather key details, and schedule follow-up meetings right on your calendar—so you can step in and close. We also help you reengage cold leads and keep warm ones moving forward, so you can focus on the conversations that count.

Custom creative

Cookie cutter isn’t in our vocabulary.

Forget templates. We craft messaging, visuals, and campaigns around what makes your firm unique. Whether you're launching a new offer or building a lasting brand, our team helps you stand out and speak directly to the clients you want most.

Custom creative

Cookie cutter isn’t in our vocabulary.

Forget templates. We craft messaging, visuals, and campaigns around what makes your firm unique. Whether you're launching a new offer or building a lasting brand, our team helps you stand out and speak directly to the clients you want most.

Custom creative

Cookie cutter isn’t in our vocabulary.

Forget templates. We craft messaging, visuals, and campaigns around what makes your firm unique. Whether you're launching a new offer or building a lasting brand, our team helps you stand out and speak directly to the clients you want most.

Events & Community

World-class events to connect, grow, and celebrate.

From our HQ in Detroit to the mountains, beaches, and beyond—Signal events bring advisors together for impact and inspiration.

Edge

Educate

An ongoing series of hands-on sessions focused on the real challenges and opportunities inside your firm.

Nov 5–7, 2025 | Detroit, MI

Edge

Educate

An ongoing series of hands-on sessions focused on the real challenges and opportunities inside your firm.

Nov 5–7, 2025 | Detroit, MI

Edge

Educate

An ongoing series of hands-on sessions focused on the real challenges and opportunities inside your firm.

Nov 5–7, 2025 | Detroit, MI

Peak

Celebrate

An invite-only experience for top advisors to recharge, connect, and celebrate growth in unforgettable locations.

Jul 29–Aug 2, 2026 | Aruba

Peak

Celebrate

An invite-only experience for top advisors to recharge, connect, and celebrate growth in unforgettable locations.

Jul 29–Aug 2, 2026 | Aruba

Peak

Celebrate

An invite-only experience for top advisors to recharge, connect, and celebrate growth in unforgettable locations.

Jul 29–Aug 2, 2026 | Aruba

Blueprint

Observe

Intensive strategy sessions featuring real playbooks from the best in the business. Learn what’s working, and make it your own.

Aug 25–26, 2026 | Wayzata, MN

Blueprint

Observe

Intensive strategy sessions featuring real playbooks from the best in the business. Learn what’s working, and make it your own.

Aug 25–26, 2026 | Wayzata, MN

Blueprint

Observe

Intensive strategy sessions featuring real playbooks from the best in the business. Learn what’s working, and make it your own.

Aug 25–26, 2026 | Wayzata, MN

Grow

Workshop

Small-group coaching for firm leaders focused on growth, leadership, and unlocking the next level of your business.

Quarterly | Detroit, Mi

Grow

Workshop

Small-group coaching for firm leaders focused on growth, leadership, and unlocking the next level of your business.

Quarterly | Detroit, Mi

Grow

Workshop

Small-group coaching for firm leaders focused on growth, leadership, and unlocking the next level of your business.

Quarterly | Detroit, Mi

  • Peak 2024

    Edge 2023

  • Edge 2025

  • Rocket Mortgage Classic 2022

    Edge 2024

  • Peak 2024

    Edge 2023

  • Edge 2025

  • Rocket Mortgage Classic 2022

    Edge 2024

  • Peak 2024

    Edge 2023

  • Edge 2025

  • Rocket Mortgage Classic 2022

    Edge 2024

One platform. One login. Built for you.

We believe that technology doesn’t replace people, it empowers them.

Fast, intuitive experience

Fast, intuitive experience

Fast, intuitive experience

Real-time collaboration

Real-time collaboration

Real-time collaboration

Everything in one place

Everything in one place

Everything in one place

Marketing

Planning

New Business

Inforce

Finance

Marketing

Planning

New Business

Inforce

Finance

Marketing

Planning

New Business

Inforce

Finance

The Signal Platform

Jumping from one tool to another is a thing of the past.

The Signal Platform brings everything together so you can quote faster, plan smarter, and manage your business in real time. Every feature is designed to simplify your workflow and help you grow.

Communicate directly with the Signal team

Message our team without leaving the platform. Get fast answers, share updates, and keep everything in one place.

Communicate directly with the Signal team

Message our team without leaving the platform. Get fast answers, share updates, and keep everything in one place.

Communicate directly with the Signal team

Message our team without leaving the platform. Get fast answers, share updates, and keep everything in one place.

See everything for a household in one place

View client details, portfolios, documents, and more—all grouped by household so nothing gets missed.

See everything for a household in one place

View client details, portfolios, documents, and more—all grouped by household so nothing gets missed.

See everything for a household in one place

View client details, portfolios, documents, and more—all grouped by household so nothing gets missed.

Access to everything right in your pocket

Manage your business from anywhere with our mobile-friendly experience. Stay connected and in control on the go.

Access to everything right in your pocket

Manage your business from anywhere with our mobile-friendly experience. Stay connected and in control on the go.

Access to everything right in your pocket

Manage your business from anywhere with our mobile-friendly experience. Stay connected and in control on the go.

Let Signal AI summarize policy performance for you

AI-generated summaries help you review policy details and client updates faster. See what matters without digging.

Let Signal AI summarize policy performance for you

AI-generated summaries help you review policy details and client updates faster. See what matters without digging.

Let Signal AI summarize policy performance for you

AI-generated summaries help you review policy details and client updates faster. See what matters without digging.

Get notified in real time as updates happen

See key updates instantly in the platform and in your inbox.

Get notified in real time as updates happen

See key updates instantly in the platform and in your inbox.

Get notified in real time as updates happen

See key updates instantly in the platform and in your inbox.

You’ve been TruePaid $4,450.00 for Devon Wilson.

2 hours ago

Finance

You’ve been TruePaid $4,450.00 for Chad Lemon.

2 hours ago

Finance

Integrated with everything you already use

The Signal Platform connects to the tools and carriers you trust.

Integrated with everything you already use

The Signal Platform connects to the tools and carriers you trust.

Integrated with everything you already use

The Signal Platform connects to the tools and carriers you trust.

Signal didn’t just change my business. It changed my life. I’m building something better, for my team and my family.

Jonathan B.

Signal didn’t just change my business. It changed my life. I’m building something better, for my team and my family.

Jonathan B.

Signal didn’t just change my business. It changed my life. I’m building something better, for my team and my family.

Jonathan B.

Way better

Way better

Way better

than

than

than

a

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I

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O

.

a

n

I

M

O

.

a

n

I

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.

See how better technology + capital can supercharge your business.

Quote, design, and submit—all in one place. Signal makes it faster to deliver guaranteed income and easier to grow your annuity business.

Manage portfolios, plans, and compliance from a single login. Signal’s wealth platform gives you everything you need to scale, without the complexity.

From illustrations to delivery, life insurance is seamless with Signal. Quote fast, track everything, and win more cases with less lift.

Quote, design, and submit—all in one place. Signal makes it faster to deliver guaranteed income and easier to grow your annuity business.

Manage portfolios, plans, and compliance from a single login. Signal’s wealth platform gives you everything you need to scale, without the complexity.

From illustrations to delivery, life insurance is seamless with Signal. Quote fast, track everything, and win more cases with less lift.

Quote, design, and submit—all in one place. Signal makes it faster to deliver guaranteed income and easier to grow your annuity business.

Manage portfolios, plans, and compliance from a single login. Signal’s wealth platform gives you everything you need to scale, without the complexity.

From illustrations to delivery, life insurance is seamless with Signal. Quote fast, track everything, and win more cases with less lift.

Not Just Different—Better. Only at Signal.

Here are just a few of the features Signal pioneered—and that no one else in the IMO space offers:

TruePAY

Get paid within 24 hours of app submission.

TruePay delivers commissions 37x faster than any other IMO. Imagine getting paid within one business day of submission. Gain faster access to capital, improve cash flow, and reinvest in your business with confidence.

TruePAY

Get paid within 24 hours of app submission.

TruePay delivers commissions 37x faster than any other IMO. Imagine getting paid within one business day of submission. Gain faster access to capital, improve cash flow, and reinvest in your business with confidence.

TruePAY

Get paid within 24 hours of app submission.

TruePay delivers commissions 37x faster than any other IMO. Imagine getting paid within one business day of submission. Gain faster access to capital, improve cash flow, and reinvest in your business with confidence.

TrueStatus

Real-time carrier New Business updates. Zero phone tag.

TrueStatus connects directly to insurance carriers to deliver real-time updates on every case—status changes, notes, and next steps—all inside the Signal platform. For the first time, advisors, IMOs, and carriers are aligned in a single messaging feed. No more logging into multiple systems or chasing down answers.

TrueStatus

Real-time carrier New Business updates. Zero phone tag.

TrueStatus connects directly to insurance carriers to deliver real-time updates on every case—status changes, notes, and next steps—all inside the Signal platform. For the first time, advisors, IMOs, and carriers are aligned in a single messaging feed. No more logging into multiple systems or chasing down answers.

TrueStatus

Real-time carrier New Business updates. Zero phone tag.

TrueStatus connects directly to insurance carriers to deliver real-time updates on every case—status changes, notes, and next steps—all inside the Signal platform. For the first time, advisors, IMOs, and carriers are aligned in a single messaging feed. No more logging into multiple systems or chasing down answers.

Pay-later marketing

Run marketing events today—pay later.

Host a dinner seminar, educational workshop, or college course—and pay for it 45 to 75 days after the event takes place.

Pay-later marketing

Run marketing events today—pay later.

Host a dinner seminar, educational workshop, or college course—and pay for it 45 to 75 days after the event takes place.

Pay-later marketing

Run marketing events today—pay later.

Host a dinner seminar, educational workshop, or college course—and pay for it 45 to 75 days after the event takes place.

Track inforce rates

Understand the rate integrity of every policy.

Signal tracks the rates on underlying indexes and memorializes the data at every reset or allocation change—so you can clearly see how rates evolve over time.

Track inforce rates

Understand the rate integrity of every policy.

Signal tracks the rates on underlying indexes and memorializes the data at every reset or allocation change—so you can clearly see how rates evolve over time.

Track inforce rates

Understand the rate integrity of every policy.

Signal tracks the rates on underlying indexes and memorializes the data at every reset or allocation change—so you can clearly see how rates evolve over time.

Automated marketing analytics

Track performance by channel—without lifting a finger.

When you run your business on Signal, marketing performance is tracked automatically. See which channels are driving revenue—no manual work required from you or your team.

Automated marketing analytics

Track performance by channel—without lifting a finger.

When you run your business on Signal, marketing performance is tracked automatically. See which channels are driving revenue—no manual work required from you or your team.

Automated marketing analytics

Track performance by channel—without lifting a finger.

When you run your business on Signal, marketing performance is tracked automatically. See which channels are driving revenue—no manual work required from you or your team.

Service requests

Submit inforce requests with confidence.

From allocation changes to beneficiary updates, withdrawal requests, and more—you can submit all service requests in one place, across all carriers and custodians. And with Signal, you can do it with confidence, knowing it will get done.

Service requests

Submit inforce requests with confidence.

From allocation changes to beneficiary updates, withdrawal requests, and more—you can submit all service requests in one place, across all carriers and custodians. And with Signal, you can do it with confidence, knowing it will get done.

Service requests

Submit inforce requests with confidence.

From allocation changes to beneficiary updates, withdrawal requests, and more—you can submit all service requests in one place, across all carriers and custodians. And with Signal, you can do it with confidence, knowing it will get done.

Healthscore

Know which policies need attention.

Signal’s proprietary scoring system monitors the ongoing health of annuity policies based on key client factors. No more digging through files to spot misaligned policies—HealthScore shows you where the policy and client have grown apart, so you can take action before it becomes a problem.

Healthscore

Know which policies need attention.

Signal’s proprietary scoring system monitors the ongoing health of annuity policies based on key client factors. No more digging through files to spot misaligned policies—HealthScore shows you where the policy and client have grown apart, so you can take action before it becomes a problem.

Healthscore

Know which policies need attention.

Signal’s proprietary scoring system monitors the ongoing health of annuity policies based on key client factors. No more digging through files to spot misaligned policies—HealthScore shows you where the policy and client have grown apart, so you can take action before it becomes a problem.

AI summaries

Turn data into real conversations.

Signal AI instantly generates summaries for individual policies and drafts personalized emails to clients with annuity performance updates. What used to take three hours now takes 10 minutes—with better outcomes.

AI summaries

Turn data into real conversations.

Signal AI instantly generates summaries for individual policies and drafts personalized emails to clients with annuity performance updates. What used to take three hours now takes 10 minutes—with better outcomes.

AI summaries

Turn data into real conversations.

Signal AI instantly generates summaries for individual policies and drafts personalized emails to clients with annuity performance updates. What used to take three hours now takes 10 minutes—with better outcomes.

Zillow Integration

Get home values without leaving the platform.

Signal integrates directly with Zillow to instantly pull in property data—no extra logins, no digging for numbers.

Zillow Integration

Get home values without leaving the platform.

Signal integrates directly with Zillow to instantly pull in property data—no extra logins, no digging for numbers.

Zillow Integration

Get home values without leaving the platform.

Signal integrates directly with Zillow to instantly pull in property data—no extra logins, no digging for numbers.

The way you do business is changing. We're here to make it better. Way better.

The way you do business is changing. We're here to make it better. Way better.

Hundreds of top advisors
 feel the magic of Signal at their firms.

Hundreds of top advisors
 feel the magic of Signal at their firms.

Hundreds of top advisors
 feel the magic of Signal at their firms.

Experience the Signal difference in every part of your business.

Customer satisfaction

0

Net Promoter Score

What does this mean?

Customer satisfaction

0

Net Promoter Score

What does this mean?

Customer satisfaction

0

Net Promoter Score

What does this mean?

Quick response

0hr

Turn around time on financial plans

Quick response

0hr

Turn around time on financial plans

Quick response

0hr

Turn around time on financial plans

Truepay

0hr

Commission payouts

Truepay

0hr

Commission payouts

Truepay

0hr

Commission payouts

More productive teams

0x

Average growth in first year

More productive teams

0x

Average growth in first year

More productive teams

0x

Average growth in first year

Media

Your story builds trust. Our media team turns it into growth.

We help advisors stand out and scale up through high-impact media. From strategy to execution, our team knows how to connect you with larger audiences and better prospects. With experienced producers, writers, and filmmakers behind you, we turn attention into revenue and elevate your brand along the way.

Media

Your story builds trust. Our media team turns it into growth.

We help advisors stand out and scale up through high-impact media. From strategy to execution, our team knows how to connect you with larger audiences and better prospects. With experienced producers, writers, and filmmakers behind you, we turn attention into revenue and elevate your brand along the way.

Media

Your story builds trust. Our media team turns it into growth.

We help advisors stand out and scale up through high-impact media. From strategy to execution, our team knows how to connect you with larger audiences and better prospects. With experienced producers, writers, and filmmakers behind you, we turn attention into revenue and elevate your brand along the way.

Magic Meetings

Get the next best thing to a referral.

Our Magic Meetings team makes the first move for you. We connect with leads, gather key details, and schedule follow-up meetings right on your calendar—so you can step in and close. We also help you reengage cold leads and keep warm ones moving forward, so you can focus on the conversations that count.

Magic Meetings

Get the next best thing to a referral.

Our Magic Meetings team makes the first move for you. We connect with leads, gather key details, and schedule follow-up meetings right on your calendar—so you can step in and close. We also help you reengage cold leads and keep warm ones moving forward, so you can focus on the conversations that count.

Magic Meetings

Get the next best thing to a referral.

Our Magic Meetings team makes the first move for you. We connect with leads, gather key details, and schedule follow-up meetings right on your calendar—so you can step in and close. We also help you reengage cold leads and keep warm ones moving forward, so you can focus on the conversations that count.

Custom creative

Cookie cutter isn’t in our vocabulary.

Forget templates. We craft messaging, visuals, and campaigns around what makes your firm unique. Whether you're launching a new offer or building a lasting brand, our team helps you stand out and speak directly to the clients you want most.

Custom creative

Cookie cutter isn’t in our vocabulary.

Forget templates. We craft messaging, visuals, and campaigns around what makes your firm unique. Whether you're launching a new offer or building a lasting brand, our team helps you stand out and speak directly to the clients you want most.

Custom creative

Cookie cutter isn’t in our vocabulary.

Forget templates. We craft messaging, visuals, and campaigns around what makes your firm unique. Whether you're launching a new offer or building a lasting brand, our team helps you stand out and speak directly to the clients you want most.

Events & Community

World-class events to connect, grow, and celebrate.

From our HQ in Detroit to the mountains, beaches, and beyond—Signal events bring advisors together for impact and inspiration.

Edge

Educate

An ongoing series of hands-on sessions focused on the real challenges and opportunities inside your firm.

Nov 5–7, 2025 | Detroit, MI

Edge

Educate

An ongoing series of hands-on sessions focused on the real challenges and opportunities inside your firm.

Nov 5–7, 2025 | Detroit, MI

Edge

Educate

An ongoing series of hands-on sessions focused on the real challenges and opportunities inside your firm.

Nov 5–7, 2025 | Detroit, MI

Peak

Celebrate

An invite-only experience for top advisors to recharge, connect, and celebrate growth in unforgettable locations.

Jul 29–Aug 2, 2026 | Aruba

Peak

Celebrate

An invite-only experience for top advisors to recharge, connect, and celebrate growth in unforgettable locations.

Jul 29–Aug 2, 2026 | Aruba

Peak

Celebrate

An invite-only experience for top advisors to recharge, connect, and celebrate growth in unforgettable locations.

Jul 29–Aug 2, 2026 | Aruba

Blueprint

Observe

Intensive strategy sessions featuring real playbooks from the best in the business. Learn what’s working, and make it your own.

Aug 25–26, 2026 | Wayzata, MN

Blueprint

Observe

Intensive strategy sessions featuring real playbooks from the best in the business. Learn what’s working, and make it your own.

Aug 25–26, 2026 | Wayzata, MN

Blueprint

Observe

Intensive strategy sessions featuring real playbooks from the best in the business. Learn what’s working, and make it your own.

Aug 25–26, 2026 | Wayzata, MN

Grow

Workshop

Small-group coaching for firm leaders focused on growth, leadership, and unlocking the next level of your business.

Quarterly | Detroit, Mi

Grow

Workshop

Small-group coaching for firm leaders focused on growth, leadership, and unlocking the next level of your business.

Quarterly | Detroit, Mi

Grow

Workshop

Small-group coaching for firm leaders focused on growth, leadership, and unlocking the next level of your business.

Quarterly | Detroit, Mi

  • Peak 2024

    Edge 2023

  • Edge 2025

  • Rocket Mortgage Classic 2022

    Edge 2024

  • Peak 2024

    Edge 2023

  • Edge 2025

  • Rocket Mortgage Classic 2022

    Edge 2024

  • Peak 2024

    Edge 2023

  • Edge 2025

  • Rocket Mortgage Classic 2022

    Edge 2024

One platform. One login. Built for you.

We believe that technology doesn’t replace people, it empowers them.

Fast, intuitive experience

Fast, intuitive experience

Fast, intuitive experience

Real-time collaboration

Real-time collaboration

Real-time collaboration

Everything in one place

Everything in one place

Everything in one place

Marketing

Planning

New Business

Inforce

Finance

Marketing

Planning

New Business

Inforce

Finance

Marketing

Planning

New Business

Inforce

Finance

The Signal Platform

Jumping from one tool to another is a thing of the past.

The Signal Platform brings everything together so you can quote faster, plan smarter, and manage your business in real time. Every feature is designed to simplify your workflow and help you grow.

Communicate directly with the Signal team

Message our team without leaving the platform. Get fast answers, share updates, and keep everything in one place.

Communicate directly with the Signal team

Message our team without leaving the platform. Get fast answers, share updates, and keep everything in one place.

Communicate directly with the Signal team

Message our team without leaving the platform. Get fast answers, share updates, and keep everything in one place.

See everything for a household in one place

View client details, portfolios, documents, and more—all grouped by household so nothing gets missed.

See everything for a household in one place

View client details, portfolios, documents, and more—all grouped by household so nothing gets missed.

See everything for a household in one place

View client details, portfolios, documents, and more—all grouped by household so nothing gets missed.

Access to everything right in your pocket

Manage your business from anywhere with our mobile-friendly experience. Stay connected and in control on the go.

Access to everything right in your pocket

Manage your business from anywhere with our mobile-friendly experience. Stay connected and in control on the go.

Access to everything right in your pocket

Manage your business from anywhere with our mobile-friendly experience. Stay connected and in control on the go.

Let Signal AI summarize policy performance for you

AI-generated summaries help you review policy details and client updates faster. See what matters without digging.

Let Signal AI summarize policy performance for you

AI-generated summaries help you review policy details and client updates faster. See what matters without digging.

Let Signal AI summarize policy performance for you

AI-generated summaries help you review policy details and client updates faster. See what matters without digging.

Get notified in real time as updates happen

See key updates instantly in the platform and in your inbox.

Get notified in real time as updates happen

See key updates instantly in the platform and in your inbox.

Get notified in real time as updates happen

See key updates instantly in the platform and in your inbox.

You’ve been TruePaid $4,450.00 for Devon Wilson.

2 hours ago

Finance

You’ve been TruePaid $4,450.00 for Chad Lemon.

2 hours ago

Finance

Integrated with everything you already use

The Signal Platform connects to the tools and carriers you trust.

Integrated with everything you already use

The Signal Platform connects to the tools and carriers you trust.

Integrated with everything you already use

The Signal Platform connects to the tools and carriers you trust.

Signal didn’t just change my business. It changed my life. I’m building something better, for my team and my family.

Jonathan B.

Signal didn’t just change my business. It changed my life. I’m building something better, for my team and my family.

Jonathan B.

Signal didn’t just change my business. It changed my life. I’m building something better, for my team and my family.

Jonathan B.