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Sales Activity Management

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contact information

Mickey Straub
CEO & Founder
Loyal Member Since 2002
132 Maple Row Blvd., Suite 530
Hendersonville, TN, 37075


SAM helps Agents/Advisors stay focused, organized, disciplined, and develop the right habits to achieve their GOALS…and Managers are better able to coach, develop talent, lead, and build a positive, high-performance culture.

Sales Activity Management named and pioneered the Activity Management industry to inspire and empower Agents/Advisors to succeed and Managers to lead….and to make a difference in this noble profession. How? By providing custom tools and resources that help you spend time wisely and achieve your goals…by helping you manage your Sales Activities, because you cannot (literally) manage Time. It is the Secret of How.

NAIFA members receive a 10% discount on all planners and a copy of "The Common Denominator of Success." Simply use promo code: NAIFA10 when you checkout.

100% Agencies and Financial Security Champions can order customized planners for their agents/advisors that include the NAIFA logo and their company logo on the cover.

Explore SAM Planners




SAM Planner Table
Mickey Straub CEO of SAM Planner
Custom SAMplanners are Used by:
American National Uses SAMplanner
Penn Mutual Uses SAMplanner
Ameriprise Financial Uses SAMplanners
Knights of Columbus Uses SAMplanner