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)
Great American – Important Updates and Reminders(12/15/2017)-Simple Updates And Reminders Year-end processing deadline To ensure that loan, distribution, RMD and annuitization requests are processed in the 2017 calendar year, all necessary paperwork must be received in the Home Office and in good order by December 15, 2017. Please keep in mind, requests for a 403(b) 401, or 457 plan may require a […]
American General – Rates and Important News(12/14/2017)-American General has issued the following bulletins: * Guarantee Client Earnings with these Great Rates * AG News for December 14, 2017 * In Case You Missed It
Mutual of Omaha – Express Newsletter for December 13, 2017(12/13/2017)- Help Clients Assess the Indexed Interest Rate Potential Our Indexed Universal Life look-back calculator provides clients with information that can help them assess the indexed interest rate potential for an allocation to each of the S&P 500 crediting options. Learn more about how the calculator works. Living Promise iPipeline e-Application Update Find out […]