Due to a winter storm, the Financial Brokerage office will be closed Tuesday, February 2nd.

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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.

 

 

 

 

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FROM THE BLOG
  • Unlock the power of Indexed Universal Life so you can transform your business. (4/15/2019)- Unlock the power of Indexed Universal Life so you can transform your business. With Stonewood software and turn-key marketing programs, you get access to proven IUL sales stories and the tools to close business with them. Seminars and meeting scripts for prospecting. Brochures and handouts for client meetings. Customized IUL proposals to close business. Our [...]
  • Sales Idea – Ready To Increase Your Insurance Agency Profits (4/8/2019)- Ready To Increase Your Insurance Agency Profits? If your office is like most insurance agencies, you are extremely busy. You sell life insurance if clients ask but you really don’t have time to pursue new sales. Maybe you don’t feel you possess the necessary expertise to do all these things. Does this sound like you? [...]
  • Sales Idea – BIG Estate Tax Problem for Foreign Nationals – Will your clients be affected? (4/1/2019)- Sales Idea BIG Estate Tax Problem for Foreign Nationals – Will your clients be affected? U.S. citizens and permanent residents enjoy an 11.4 million dollar estate tax exemption in 2019. For non-resident foreign nationals with real property or cash in the U.S. that exemption is only $60,000. Their heirs are going to inherit a huge [...]
  • Sales Idea – Final Expense Alternative (3/25/2019)- Final Expense Alternative What if you could offer clients seeking burial insurance more coverage for their money? Well, you can! Clients under age 70 have additional options for their final expense needs. Some companies offer Guaranteed Universal Life (GUL) with no exams for clients under age 70. The premiums are guaranteed to remain level and [...]