15050 Avenue of Science, San Diego CA 92128 Contact Us

Taking you from where you are...to WHERE YOU WANT TO BE.


Innovative, proven ideas for prospecting and lead generation.


Comprehensive client solutions with five-star service

Innovative marketing ideas and life insurance sales concepts

Comprehensive solutions to your clients and prospects

Welcome to Asset

Asset has 20+ years of success partnering with advisors just like you. Our legacy of excellence in people, products, processes, and performance originated with our founder, Rick Metcalfe, the first to seize the opportunity to help independent advisors out-perform their own expectations.

We’re growing. Like you, at our core, we’re a service company. Every day, we strive to be the most professional and responsive FMO you’ve ever worked with. We are open and transparent with everyone who partners with us, fostering a welcoming community of advisors who fit our unique culture. It is this continuously evolving culture of sharing and caring that started with my father and that, still today, truly sets Asset apart. It’s about choosing the right people to work with. All we ask is a chance to show you what a difference our people can make. There’s no limit to what we can do. Together.

Jennifer Metcalfe-Schendel
President and CEO

We develop compelling, compliant, and customized marketing solutions to help you build and grow your business.

Product training and education, marketing, branding, and business-building support to independent producers in the field.

Asset Marketing Services

Digital Marketing

Website and Video Development with Social Media Savvy

Let Asset Marketing help you get out there with our digital marketing programs that could get you more exposure and leads.
Traditional Marketing

Marketing plays an important role in your business.

We deliver innovative, ideas for lead generation, the most effective client retention tools, and unique ideas for branding your business, no matter what your budget!
Live Training

Several opportunities for you to learn

From online training platforms to live national seminars and events, Asset enables you to focus and network in the way that suits your busy schedule.

Working hard to keep you up to date

Helping you increase your annuity sales by providing customized, comprehensive client solutions with five-star service is at the core of Asset’s annuity culture.
Life Insurance

Innovative marketing ideas and life insurance sales concepts

We know how important it is for you to provide comprehensive solutions to your clients and prospects.
Creative Masters

Stay ahead of your competition, get creative

Our nationally recognized, award-winning design team excels at delivering across a diverse range of compelling, dynamic print and online media for our financial professionals.

We provide you with custom tailored marketing and lead generation plans to build your sales, profitability, and brand.

We invite you to be part of the Asset experience; take the step today for a more successful tomorrow.
Asset Marketing Systems strongly believes that insurance products have a place in everyone’s portfolio. If you are not positioning insurance with your clients, someone else is. With more than 20 years experience and a staff of highly qualified professionals, we have placed more than $10 billion in premium since inception; our systems and support are unparalleled.
Let's Get Started

Are you ready to get started

If you're ready to take your business to the next level together or just have questions, you can contact one of our industry experts right now. Let Asset Marketing help you get your business to where yo want it to be.

Address: 15050 Avenue of Science, San Diego CA 92128 | Phone: 888-303-8755