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!

 
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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)

  • Finally!…An IUL Presentation Clients Can Understand (9/20/2018) - Accelerate your LIRP sales by using the Ensight visualization software. We’ll show you how to turn confusing ledger lines into a full color, interactive display you can share with your clients. This case study makes it easy for clients to visualize their money at work in a tax free, no market risk environment over their […]
  • Underwriting with Andrea #5 (8/23/2018) - Declines got you down? Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the clients you protect have their own unique histories that often present Underwriting challenges. With so many options available, knowing where to start can be daunting. Let us help you choose the right carrier the first […]
  • Underwriting with Andrea #4 (7/19/2018) - Declines got you down? Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the clients you protect have their own unique histories that often present Underwriting challenges. With so many options available, knowing where to start can be daunting. Let us help you choose the right carrier the first […]
  • Rethink Guarantees – What Your Clients Are Missing (7/5/2018) - Rethink GuaranteesWhat Your Clients Are Missing