Question 1

What services does Marketing Financial offer?

Accepted Answer

Marketing Financial is a full-service brokerage and consulting firm that provides agents and advisors with solutions across life insurance, annuities, premium financing, and more to help grow their businesses and serve their clients.

Question 2

What are the guiding principles of Marketing Financial?

Accepted Answer

Marketing Financial's guiding principles are education, value, and partnership. They aim to empower consumers to achieve their financial goals through an educational approach, deliver best-in-class financial products that meet holistic financial planning objectives, and build mutually-beneficial relationships with agents and advisors.

Question 3

How can agents and advisors work with Marketing Financial?

Accepted Answer

Marketing Financial offers a range of tools and resources for agents and advisors, including contracting, quoting, case management, underwriting support, product design, and advanced sales training and educational webinars.

Question 4

What technology does Marketing Financial provide?

Accepted Answer

Marketing Financial offers proprietary technology as well as tools for quoting and submitting applications to help agents and advisors serve their clients more efficiently.

Marketing Financial Services

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What services does Marketing Financial offer?

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How can agents and advisors work with Marketing Financial?

What technology does Marketing Financial provide?

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