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.
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.
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.
