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.
Benefits for clients
Benefits for your branch
How we support your goals-based advice
Tailored support
Team of specialists
Training and resources
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.