The Divisions



With Personal Interaction


Imagine being able to turn in an application for a client and then not worry about that application again until you are paid. We do the rest.

Products are not the key anymore. Why? Because every marketing company has the same products, but not everyone can offer the same superior services or value-added marketing programs. We do everything possible to be a true partner.


Financial Independence Group prides itself on personal interaction with each of our advisors. Our Private Client Group provides a well-grounded support system to deliver the best service available to your firm. We believe in a true collaborative connection, so that our advisors can remain independent without being isolated.

From underwriting on life cases to the latest rates and forms, we ensure that our advisors maintain the competitive edge in the field. We’re there to guide your success every step of the way. The success of each of our independent advisors determines our own success. The main objective has been the same since the beginning: under-promise and over-deliver. If you are successful, we are successful.


Each annuity VP of Sales makes it their top priority to provide you with effective case construction, stimulating sales ideas, up-to-date market analysis, outstanding service, unparalleled support, and a partner that you can rely on. They are readily available to assist you in getting in front of more qualified prospects and provide the tools you need to build the plan your client desires; all while making sure that business gets issued in a timely fashion.



The life VP of Sales understands the complexities that come with placing a life insurance case, and they take pride in simplifying the process for you. Our goal is to provide you with the support necessary to easily place life insurance business. They assist you in every case aspect, providing hands-on expertise. Our experienced underwriting consultant will personally assess and provide attention to your larger cases to obtain the most favorable underwriting offers in the industry.



Our LTC VP of Sales assists you with both traditional and asset-based LTC solutions. Through diligent field underwriting and trusted relationships with our LTC carriers, our staff helps reduce the number of your declined and misquoted cases—improving your overall effectiveness as a financial professional.



Each private client group provides you with a marketing consultant who will become intimately familiar with your goals, current strategy and marketing needs. From that point, they will work with you to create a powerful strategic marketing plan, including implementation and execution time lines. Our award-winning marketing team will use your brand in innovative ways to attract prospects. Return on investment is key, so we have built Marketing Tracker Pro to capture all of your marketing efforts and results.