Marketing Financial

Marketing Financial is a qualified plan and case design expert of individual life insurance & annuities through CPA's and Accountants.  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