Investment Services - Product Lines
As an independent agent, you are tasked with providing your clients sound advice on decisions which will impact not only their lives, but also the lives of their children. Our goal is to make your job a little easier and to provide you with information and expertise to help ensure you do right by your clients.
By offering a broad range of wholesale financial services products from dozens of different companies, we enable you to present a variety of options to your clients. Our extensive experience with these companies and their offerings enables us to make helpful recommendations based on the unique needs of your customers.
Just as your clients appreciate having one point of contact for their financial service needs, we are confident you will appreciate having one point of contact with us. Instead of getting bounced around from one representative to another, or dealing with multiple contacts from different insurance companies, you will have one U.S. Marketing associate working with you—looking out for your client’s best interests and making your job considerably less stressful.
In addition to the financial services products we broker on our website, you will also find a variety of informative articles on financial topics of interest to both agents and their clients. Topics range from cash management to tax planning, investing, retirement planning and more. You’ll also find financial calculators to help your clients with planning. We encourage you to share these resources with clients who you think may benefit from them.
