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
The more you learn, the more you earn! Take advantage of training events and webinars, covering the basics of products and sales concepts all the way through the most advanced planning techniques to help you with all your clients’ needs.
Your RIA Solution
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!
We invest in all the latest in technology tools to help you work smarter and more efficiently; electronic applications, drop-tickets and e-underwriting are just a few. Take advantage of all we have to offer and use the time you save to find more clients!
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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)
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 – 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 [...]