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
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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)

  • Looking for Performance and Reliability? (4/17/2018) - Looking for Performance and Reliability?   Both qualities matter when searching for the best IUL. That’s why our IUL portfolio includes the best performing IUL’s with the most stable companies in the country. The numbers prove it!     Your clients want tax free income with no market risk!  
  • Income without fees? (4/12/2018) - Income without fees?
  • You don’t have to settle for less than the best (4/4/2018) - Financial Brokerage has partnered with ITC to provide you with top website technology Insurance Website Builder so your firm can have a great insurance website. What This Partnership Means for You: Your choice from the Silver, Gold, Platinum and Emerald website plans $150 off setup A professionally designed website that is secure, PCI and HIPAA […]
  • Take the worry of paying for medical care out of retirement! (4/4/2018) - Take the worry of paying for medical care out of retirement!