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

Protection solutions to support holistic financial goals

Together, we can help you provide clients with the protection they deserve and create opportunities to grow your business.
See how

Life insurance is important to your clients, and you

More than 25% of households would feel adverse financial impacts within one month if a primary wage earner died.¹ By selling life insurance, you help give clients the security and protection they deserve — with added benefits for you and your business.
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.
Security for your clients
  • Financial security
  • Protection for their family
  • Income replacement for lost salary
  • Peace of mind
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 business
  • Stronger client trust and retention
  • Additional revenue stream
  • Cross-selling opportunities
  • Potential to earn incentives
Why work with Concourse Financial Group?
1
Trusted expertise

Our trusted team helps you work with different carriers to gain a better understanding of their products and solutions.

2
Dedicated training

Get access to training that helps your team feel confident about discussing life insurance products and offerings with clients.

3
Better service

We’ll help integrate the right solutions into your business so you can deliver a better experience for your clients.

A team of financial professionals seated around a table listens to a Concourse Financial Group representative explain the many resources they offer.
Our dedicated team will help you every step of the way

Rely on us for support with:

  • Life insurance education
  • Client identification
  • Needs analysis
  • Product objectivity
  • Application submission assistance and more

Start by identifying your clients’ protection needs

Download our Client Profiles flyer and take the first step in recognizing opportunities for better serving and protecting your clients.
Download
Request a meeting with your DLC
Together, we can maximize the opportunities we'll discover by using the Client Profiles flyer and mining your book of business. Complete the form below to set up a meeting.

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Welcome to Concourse Financial Group

If things look a little different, it’s because First Protective, ProEquities and Protective Distributors have united to better serve our community of financial professionals. We’re glad you’re here and invite you to take a look around to get to us know us better.

¹ LIMRA, Facts About Life 2021, Sept. 2021. Retrieved from https://www.limra.com/siteassets/newsroom/fact-tank/fact-sheets/facts-of-life-2021-format-vfinal.pdf