Bank & Credit Union Platform

Marketing Financial is a top wholesaler in sales of individual life insurance & annuities through banks and credit unions.  We offer a compelling product lineup and provide the education, training, and strategic focus that equip our financial institution partners with the tools and expertise to sell effectively. Our approach includes the following components.

  • Shared Goals, Shared Success

  • Sales Management

  • Simplified Products

  • Dedicated Wholesaling Teams

  • Training and Marketing Support

Click the button below for a PDF on Awareness of Life Insurance in Banks