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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
  • Sales Idea – Fill Retirement Gaps with IUL (8/26/2019) - Fill Retirement Gaps with IUL Are you aware of all the potential gaps in your clients’ retirement plans? Index universal life can help fill those in three different ways: 1- Your clients can tap into index universal life insurance funds during a down market cycle so they don’t have to sell at a loss. 2- [...]
  • 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. [...]

Training Videos

Understanding Medicare Terminology

Understanding Medicare Terminology

Understanding Medicare Terminology

Understanding Medicare Terminology

Understanding Medicare Terminology

Understanding Medicare Terminology

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