Financial Brokerage is THE insurance brokerage for Life, Annuities, Long Term Care, Disability & Medicare Supplement Insurance Plans, focused on you – the producer. Tell us what’s important to you and allow us the opportunity to earn, enhance, and grow your business.Read More

Training Calendar

The more you learn, the more you earn! Take advantage of training events and webinars, covering the basics of products and sales concepts all the way through the most advanced planning techniques to help you with all your clients’ needs.

E-Tools

We invest in all the latest in technology tools to help you work smarter and more efficiently; electronic applications, drop-tickets and e-underwriting are just a few. Take advantage of all we have to offer and use the time you save to find more clients!

 
Financial Brokerage Newsletter
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The DOL 84-24 disclosure statement covers issues such as:
• Product Recommended
• Relationship with Carrier
• Compensation Received
• Conflicts of Interest (failure to disclose a material conflict of interest is considered a misleading statement)
• Product fees, charges, discounts, penalties or adjustments
• Disclosure Statements must be retained in your client records for six years. Some carriers may require the statement be attached to the application.
• You must complete a Professional Report/Producers Report (Each carrier will have their own specific form)

  • Relieve your Clients’ Policy Loan Burden (1/14/2019)- Stop me if you’ve heard this one before… During a client review you discover that your client has a life insurance policy that has accumulated cash value. However, you also see that loans have been taken from the policy to pay premiums or for funds for your client. Because the policy may not be performing […]
  • Announcing Our 2020 Incentive Trips (1/3/2019)- A captivating fusion of the modernism of North America and the traditional charm of Europe, Montréal is a city with so many faces. With a French heart and a distinctly Canadian charm, Montréal is unlike anywhere else that you have ever been. Montréal Only… $45,000* Annualized Life Premium $1,125,000* Annuity or Linked Benefit Premium $67,500* […]
  • NAC Benefit Solutions (12/27/2018)- See how a combination of customizable features equals financial security for your clients.
  • AssetShield 5 | 7 | 10 (12/27/2018)- Hear about American Equity’s new accumulation product called the AssetShield and how it can help your client achieve their financial goals. Also, hear about the LIBR increase on the IncomeShield, that also just rolled out.