Financial Brokerage, Inc.

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

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)

Are you recommending the most consumer-friendly products to your clients? (7/10/2018) - It’s widely acknowledged that Americans are currently in a period of historically low income tax rates and those rates are likely to increase in the future. The right life insurance policy designed to maximize the accumulation of cash for retirement is a fantastic way to take advantage of low tax rates in the present and […]
Rethink Guarantees – What Your Clients Are Missing (7/5/2018) - Rethink GuaranteesWhat Your Clients Are Missing
Taxes Are On Sale! Three Ways to Take Advantage (6/27/2018) - Taxes Are On Sale! Three Ways to Take Advantage
Interested in adding more value to your term life insurance sales? (6/14/2018) - Interested in adding more value to your term life insurance sales? Price is not always the most important feature for your clients. Learn who offers living benefits, premium discounts, streamlined underwriting and the best conversion options. You’ll never have to rely on price again!