Wealth Management

Insurance Consulting Services

Insurance Consulting Services helps you make informed decisions regarding insurance products and insurance-based solutions to grow that segment of your practice. Our insurance resources include:

Focus Life Carriers

are specially selected carriers who share our vision of maintaining a pro-active, reliable internal insurance operation. One of the key factors in becoming a Focus Life Carrier is their demonstrated ability to not only assist the Insurance Consulting Services team in delivering value to our advisors, but to also facilitate the access and distribution of competitive, quality products and services.

Preferred Brokerage General Agencies

offer an important third-party alliance for your permanent life insurance sales (VUL & fixed insurance), term insurance, long term care insurance, disability insurance and impaired risk cases through both the family of the Focus Life Carriers and ancillary insurance carriers as well.

Point-of-Sale Support Partners

deliver hands-on expert support, handling the entire sales process from start to finish. They do no personal selling for their own accounts, only yours. Therefore, they are never your competition, and always your financial ally. In addition, there’s no commission splitting! The commission you earn will be the same as if you did the case on your own.

Ready for an Extraordinary Partnership?

Contact us

866.849.7673

10 Exchange Place
Suite 1410
Jersey City, NJ 07302

If you are an existing financial advisor interested in joining our firm, please complete the form below. All information is confidential.