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
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.
Your RIA Solution
Financial Brokerage has a strategic partnership with Brookstone Capital Management to provide Registered Investment Advisor services. Grow your business through new opportunities that Financial Brokerage and Brookstone Capital Management can provide!
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:
Relationship with Carrier
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)
American General – Rates(1/18/2018)-Rates and AG News American General has issued the following bulletins:* Annuity Rates are Changing
American Equity – Traditions Gold Discontinued(1/18/2018)-American Equity Traditions Gold Discontinued Effective January 31, 2018 the Traditions Gold (ICC11 IDX4)* product will be discontinued in all states. All applications for Traditions Gold must be received in our office by 4:45 p.m.CST on January 31, 2018. Any applications received in our office after January 31, 2018 will not be accepted. Good News! […]
North American – Important Update for New Rapid Builder IUL Sales(1/17/2018)-Important Update for New Rapid Builder IUL Sales North American is decreasing the current annual premium limit in all policy years on new indexed universal life Rapid Builder IUL life insurance sales from $1,000,000 to $250,000. DOWNLOAD the bulletin to read about important dates, illustration software and SimpleSubmit.