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.
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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)
Direct-to-Consumer Life Insurance Sales(4/6/2023)-Direct-to-Consumer Life Insurance Sales Direct-to-Consumer Life Insurance Sales Have you seen any ads on social media for life insurance? There are several companies now that offer life insurance DIRECTLY to
Seven Reasons To Offer Single Premium Whole Life(4/6/2023)-The BIG 3 Advantages of IUL Seven Reasons To Offer Single Premium Whole Life “Single premium whole life insurance sounds expensive, that’s just for my wealthy clients, right?” While we
The BIG 3 Advantages of IUL(4/3/2023)-The BIG 3 Advantages of IUL The BIG 3 Advantages of IUL Index Universal Life Insurance offers many unique advantages over other retirement income products, but three features make the