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 – Fill Retirement Gaps with IUL (8/26/2019) - Fill Retirement Gaps with IUL Are you aware of all the potential gaps in your clients’ retirement plans? Index universal life can help fill those in three different ways: 1- Your clients can tap into index universal life insurance funds during a down market cycle so they don’t have to sell at a loss. 2- [...]
  • Life Insurance as Easy as 1-2-3 (8/12/2019) - Life Insurance as Easy as 1,2,3 Buying life insurance can be confusing for consumers. Determining how much life insurance is difficult enough, deciding which type of policy is even more confusing. Financial Brokerage has a life insurance allocation tool that helps simplify the conversation. Not only will this tool help determine how much life insurance [...]
  • The Greatest Threat to Retirement Savings (7/23/2019) - The Greatest Threat to Retirement Savings What do you think is the greatest threat to your client’s retirement savings? It’s not stock market declines. The stock market bounces back after a fall, the elderly do not. In fact, once a person reaches age 65, there is a 70% chance they will need long term care [...]
  • Help Relieve your Clients’ Policy Loan Burden (7/8/2019) - Help Relieve your Clients’ Policy Loan Burden Stop me if you’ve heard this one before… During a client review you discover that your client has a life insurance policy that has accumulated cash value. However, you also see that loans have been taken from the policy to pay premiums or for funds for your client. [...]