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About

In 1989 Marketing Financial, was formed as a full service wholesaling firm focused on supporting advisors within banks, credit unions and broker dealers. Our mission is to provide operational support, marketing consultation and partnership alliance programs for the clients we do business with. We provide solutions to maximize growth, income and asset protection for clients that work with our advisors we support.

Marketing Financial wholesales over 30 highly rated insurance companies. The list includes some of the highest rated names in the business such as American General, AXA, Banner, John Hancock, Lincoln Financial, Prudential & Sagicor. Our core product offerings include: Life Insurance, Annuities, Executive Benefits, Disability and Long Term Care insurance

Keywords

charitable planning, estate planning, life, long term care & disability insurance, income planning, annuities, taxfree retirement planning, business financial planning

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Business Info

10
1989
$2.6M

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