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)

  • Sales Idea – What if healthcare was built into your retirement plan? (12/9/2019) - What if healthcare was built into your retirement plan?   What if you could build healthcare benefits into your retirement plan? When your clients need healthcare services in retirement for long term care, they will need to accelerate their spending. What if there was a way to access MORE than what was in their account? [...]
  • 20% More Coverage For The Same Price? (12/2/2019) - 20% More Coverage For The Same Price? What if there was a way to increase your clients’ permanent life insurance coverage by 20%, without increasing their premiums? When a client needs permanent coverage, we typically illustrate a Guaranteed Universal Life (GUL) with no cash value. For the same premiums, a client could purchase: • 20% [...]
  • Sales Idea – Why Use Cash Value Plans For Key Person Policies? (11/25/2019) - Why Use Cash Value Plans For Key Person Policies? Businesses purchase life insurance on key employees to guard against the costs of replacing that person and the business production they represent should they pass away unexpectedly. These businesses typically purchase term life insurance policies to keep expenses low. Unfortunately those low expenses up front might [...]
  • Have you heard of the 35-35-35 Retirement Plan? (11/15/2019) - Have you heard of the 35-35-35 Retirement Plan? WHAT IS IT?   You probably know several retirement plans by their tax code number, the 401(k), 403(b), 412(i) and maybe even so-called 7702(t) plans. But what about the 35-35-35 plan?   Want to see this plan in action? Take a listen to this quick video, then [...]