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Smiling financial professional in a business suit shows his pleased client the benefits of having life insurance.

Maximize your goals-based advice — and your business

Together, we can help you protect clients' unique goals and create opportunities to grow your business. Our digital solutions kit gives you the protection strategies and resources you need, all in one place.
Access digital solutions kit
A repeatable approach to meeting unique protection needs
Concourse Financial Group serves as an extension of your team to help you meet holistic client needs using life insurance. While clients' goals are unique, our repeatable process allows you to seamlessly incorporate protection solutions into your practice — from identifying new opportunities to placing a policy.

Why life insurance is important to your clients and your branch

Life insurance is more than just a product — it's a powerful solution to protect clients' financial futures as part of your goals-based advice. We support you through the process of securing these important benefits for you and your clients.
A seated financial professional in a suit looks at a laptop computer while explaining to a man and woman how life insurance can protect their family and provide them peace of mind.
Benefits for clients
  • Prepares them for unexpected financial impacts
  • Protects their legacy
  • Helps cover potential chronic illness expenses
A financial professional smiles and crosses his arms as he considers how offering life insurance can benefit his clients and his business.
Benefits for your branch
  • Strengthens client relationships
  • Offers a holistic approach to serving client needs and goals
  • Seamless topic to weave into client conversations

How we support your goals-based advice

Tailored support
We'll provide recommendations tailored to your clients' needs, along with professional assistance and resources for client engagement meetings.
Team of specialists
Access our dedicated in-house specialists for deeper support in areas like field underwriting to help achieve optimal outcomes for your clients.
Training and resources
A combination of regular trainings and digital resources helps you advance your life insurance knowledge and present solutions to clients.
Start maximizing your holistic approach to serving clients
Our digital solutions kit includes informational guides and worksheets to help you better understand the protection solutions you can offer. It also contains brochures you can share with clients to show how life insurance is an important part of their holistic financial strategy.

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