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)
MYTHBUSTED! Four reasons for life insurance in retirement(6/2/2022)-MYTHBUSTED! Four reasons for life insurance in retirement “I won’t need life insurance when I retire.” Have you ever heard a client say that? In the next webinar in our Basic Training Series, we’ll take a look at four different follow-up questions you can use with your clients to help change their point of view
Life Insurance Allocation Tool – A Quiz For Your Clients(6/2/2022)-Life Insurance Allocation Tool – A Quiz For Your Clients You’ve probably heard of asset allocation, but what about life insurance allocation? • How much life insurance do your clients need? • How much should be term or permanent? • What type of permanent life insurance is right for them? Now you can
Life Insurance Quoting – Getting Started With A Basic Price Comparison(6/2/2022)-Life Insurance Quoting – Getting Started With A Basic Price Comparison Have you been tempted to quote life insurance on your own but weren’t sure you were doing it correctly? The primary term and GUL quoting engine on our website is actually very user friendly. It allows you to see all our available companies ranked