About Financial Brokerage
Established in 1995, Financial Brokerage is a leading independent insurance brokerage firm located in Omaha, Nebraska. Large enough to offer all the services you would expect and more, but small enough where you’ll never feel like you’re just a number. Financial Brokerage represents the top insurance carriers in the industry for Life, Fixed Annuity, Long and Short-Term Care, Disability, and Medicare Supplement product lines.

When you work with Financial Brokerage, expect excellent service from your product-specific sales manager as well as from your dedicated case manager. You’ll value the personal relationship our experts will develop with you as well as our adoption of state of the art technology, bucket-list incentive trips, product and sales training, and many other programs designed for you, the independent agent.
Services
Training
Financial Brokerage offers a multitude of training options for our producers. Our training offerings include weekly webinars, regional meetings, bi-annual agent Summit, and one-onone training with your dedicated sales manager.
Branding
A strong brand is critical to the foundation of your business. We offer a full-service, in-house graphic designer at your disposal to design a brand best suited for your agency – free of charge to our contracted agents. We make the design portion of your business easy, while giving you a strong, professional look your customers will recognize!
Website Hosting
Online presence is a key component to your success. We can help you build a full-service website through our vendor partners or create custom landing pages for specific audiences at a minimal cost.
Advanced Case Design
When your client has a complex medical history or you are simply looking for the best fit for your client, contact our inhouse underwriter, Andrea Rasser, or work closely with our advanced case design specialist, Dave Storck, for your more difficult cases. You will also have access to our online underwriting rate class estimator, XRAE, free of charge.
Meeting & Facility
Reserve our training room (up to 18 seats) for presentations and workshops or utilize our boardroom for one-on-one client meetings. You also have the opportunity to have a professional portrait taken in our photo studio. All options are free to our producers.
Email Marketing
Stay in front of your clients with e-mail marketing. Design your own or allow us to build monthly client newsletters and ads for you! Track opens, bounces, unsubscribes and clickthru rates with robust, full-featured reporting capabilities. Even target subsets of clients with up to 20 custom data fields per subscriber.
2019 Incentive Trip
The Broadmoor, Co Springs
Experience the unique beauty of the American West where tradition is met with warm, genuine hospitality and an unmatched selection of programs and activities that celebrate our magnificent surroundings.
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2019 Incentive Trip
Oak lake Lodge and Outpost
It’s back up north to Ontario, Canada to the legendary Oak Lake Lodge for another fishing adventure of a lifetime. Oak Lake Lodge is a destination accessible only by float planes which is another adventure all by itself. The abundance of walleye, northern pike, musky, and smallmouth bass is nothing but endless. Fishing, fishing and more fishing is complemented by hearty breakfasts, wilderness shore lunches, and homemade dinners that are not easily forgotten.
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Training Videos On Demand
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Create a Recurring Revenue Stream!
Refer agents to Financial Brokerage and earn the following overrides on their 1st-year paid/target premium for the next ten years.
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Life Products 5%
Final Expense 2.50%
Single Prem. Life 0.25%
Long Term Care / Disability / CI 5%
Hybrid 0.25%
Annuity – Indexed Products 0.25%
Annuity – Non-indexed Products 0.10%
Medicare Supplement 1%
Experienced & Knowledgeable Sales Team
Andrea Rasser
Vice President
Underwriting
Tim Karaus
Marketing Director
David Storck
Large Case Design
Leonard Berthelsen
Health Markets Sales Manager
Alan Frisbie
Life Sales Manager
Andrea Rasser
CLU®, ChFC®, FLMI
Andrea Rasser
CLU®, ChFC®, FLMI
Andrea Rasser
CLU®, ChFC®, FLMI
Andrea Rasser
CLU®, ChFC®, FLMI
Andrea Rasser
CLU®, ChFC®, FLMI
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