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)

  • 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!  
  • Underwriting with Andrea #2 (6/13/2018) - 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 time. Stop Declines before they happen and contact me the next time you've "got a guy" that you're not quite sure where to start with. You might just be surprised at what I'll find…
  • Taxes are on sale right now (5/9/2018) - Three life insurance sales ideas to help your client take advantage before it is too late Federal income taxes are on sale right now 2018 Federal income taxes are historically low. Between 1932 and 1986 the top income tax rates were usually above 70%, even spending 15 years above 90%! Rates have been considerably lower […]
  • Why everyone you meet is worth $1,000! (5/8/2018) - Contact your Life Sales Manager for your next case.   Brian Leising CLU, ChFC, CASLLife Sales Manager     Direct     Gary PetersonCLU, ChFCLife Sales Manager     Direct     Allen FrisbieLUTCFLife Sales Manager     Direct