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. Experienced & Knowledgeable Sales Team Tim Karaus Chief Marketing Officer David Storck Advanced Case Manager Brian Leising Sales Manager Life Insurance Leonard Berthelsen Health Markets Sales Manager Jim Guynan Sales Manager Annuity Contact your team member today! » Carriers and Product Lines Life Accordia AIG Allianz Life American National Americo Ameritas Assurity AXA Brighthouse Cincinnati Life Columbus Life Fidelity & Guaranty Illinois Mutual John Hancock Legal & General (Banner) Lincoln Financial Mutual of Omaha National Western Nationwide North American Pacific Life Principal National Protective Prudential Sagicor Securian Financial SBLI Transamerica Transamerica Family Markets Voya William Penn Annuity AIG American Equity American National Americo Athene EquiTrust Fidelity & Guaranty Life Great American Guaranty Income life Guggenheim Legacy National Life Group Lincoln Financial Mass Mutual Mutual of Omaha Nassau Life & Annuity National Western North American Principal National Protective life Sagicor Sentinel Security Life Silac Upstream Linked Benefits OneAmerica Lincoln Financial Pacific Life Securian Financial Long-Term Care Mutual of Omaha Short-Term Care Aetna Bankers Fidelity Medico Standard Life & Accident Disability Income Assurity Cigna Illinois Mutual Mutual of Omaha Medicare Supplement American National Aetna Bankers Fidelity Central States Indemnity Cigna Liberty Bankers Life Manhattan Life Medico Mutual of Omaha Standard Life and Accident Thrivent Financial Transamerica 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. Incentive Trip More Information » 7-Day Fall Cruise from Quebec City to Boston OCTOBER 11-18, 2024 Come aboard the Norwegian Gem and immerse yourself in the picturesque landscapes of Canada and New England. In Charlottetown, enjoy a scenic island drive and tour Cavendish where the famous Green Gables Heritage Place is located. From Sydney, travel back in time to the 18th century at the Fortress of Louisbourg — the largest fortified city outside of Europe — as costumed actors reenact life during this era. Then discover Maine’s dramatic coastline at Acadia National Park or stroll along the idyllic streets of Bar Harbor. Training Videos On Demand Watch informative videos and webinars Videos » 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. More Details » 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% 800-397-9999 17110 Marcy Street, Suite 100 Omaha, NE 68118 www.financial-brokerage.com