Are your clients still putting most of their savings into qualified plans? Are they aware how qualified money will be taxed at distribution time? Now is the best time to educate your clients on the importance of saving some of their money in a tax-free retirement plan. Marketing Financial will provide you will illustrations to compare options.
Services
In 1989 Marketing Financial, was formed as a full service brokerage and consulting firm that works exclusively with professionals, marketing groups, associations, agencies and other financial entities such as CPAs, banks, trust companies and broker dealers. Our mission is to provide operational support, marketing consultation and partnership alliance programs for the clients we do business with.
Marketing Financial is a top wholesaler in sales of individual life insurance & annuities through banks and credit unions. We offer a compelling product lineup and provide the education, training, and strategic focus that equip our financial institution partners with the tools and expertise to sell effectively.
With AG ROP Select-a-Term, your clients get protection for as long as they need it, not just for the periods most companies offer -plus cash back if they live to the end of the coverage period. Banner began in 1949 and is now a subsidiary of Legal & General Group. Banner is a great company to go to when you are looking for competitive premium prices for term policies.
Register as a WinFlex Web user. You may register now to use WinFlex Web, but will not be able to produce illustrations without approval from Marketing Financial. Be sure and select Marketing Financial as your "Carrier/Agency". This gives you access to all of our participating carriers. You will be emailed a confirmation once we approve your access.
4. You are set to go. 3. Once have the site bookmarked is selected, another set of options will appear at the bottom of the screen. 5. It will ask you if you want to change the name of the bookmark to something simpler-it's defaulted to 'Mobile Quote' - powered by iPipeline. 6. If you want to keep the name like it is, select 'Ok' and then you are finished.
Reviews (2)
Steven J. Kasperski
Aug 26, 2021
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Six Gold Sluggz
Feb 22, 2021
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This Firm and staff has been a well thought out supreme process. And writing policies for families and individuals with Marketing Financial is simple,easy,and l am comfortable sharing my experience,to help aid and assist your choices as to how much is needed,to protect loved ones from the enevitable.Companies offered by this Firm are GradeA+.