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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.



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.


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.


News Articles
  • 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, [...]
  • Sales Idea – Top Five Most Profitable Life Insurance Sales (6/24/2019) - Top Five Most Profitable Life Insurance Sales Do you know the top five most profitable life insurance sales you could be making? We’ve pulled the numbers from several sources to arrive at the five largest average premium sales in the industry. Take a couple minutes to learn how you can be making these sales.  
  • Why You Need to Review Every Mortgage Term Life Policy Your Clients Own (6/17/2019) - Why You Need to Review Every Mortgage Term Life Policy Your Clients Own Why should you re-write every mortgage term life insurance contract your clients own? Chances are their old policies don’t include critical and chronic illness benefits. What does that have to do with paying off a mortgage? A mortgage is usually the largest [...]

Training Videos

Understanding Medicare Terminology

Understanding Medicare Terminology

Understanding Medicare Terminology

Understanding Medicare Terminology

Understanding Medicare Terminology

Understanding Medicare Terminology

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