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
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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!
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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)
Life Insurance as Easy as 1-2-3(8/12/2019)-Life Insurance as Easy as 1,2,3 Buying life insurance can be confusing for consumers. Determining how much life insurance is difficult enough, deciding which type of policy is even more confusing. Financial Brokerage has a life insurance allocation tool that helps simplify the conversation. Not only will this tool help determine how much life insurance [...]
The Greatest Threat to Retirement Savings(7/23/2019)-The Greatest Threat to Retirement Savings What do you think is the greatest threat to your client’s retirement savings? It’s not stock market declines. The stock market bounces back after a fall, the elderly do not. In fact, once a person reaches age 65, there is a 70% chance they will need long term care [...]
Help Relieve your Clients’ Policy Loan Burden(7/8/2019)-Help Relieve your Clients’ Policy Loan Burden Stop me if you’ve heard this one before… During a client review you discover that your client has a life insurance policy that has accumulated cash value. However, you also see that loans have been taken from the policy to pay premiums or for funds for your client. [...]
Sales Idea – Why Offer Worksite Life Insurance?(7/1/2019)-Why Offer Worksite Life Insurance? Why should employers offer Voluntary Payroll Deduction Life Insurance to their employees? most U.S. households are under or uninsured and would not be able to pay for everyday living expenses without the primary breadwinner guaranteed issue underwriting is available – no medical examinations or questions coverage is portable for employees, [...]