“What makes BIMS different? It’s the delivery, the follow up, and just the pure caring for their people. John Davis will take care of you; Brokers International is a great company.”
- Marty, Illinois
Your brand is one of the most important fixed assets in your practice and is a critical component to differentiating you from your competitor. Partner with and allow us to help you with developing your brand identity and business imagery. Our graphic designers can help with logos, bios, business cards and letterhead while our service team helps you get your word out.
Federal Benefits Educators and Brokers International Mountain States provide independent financial advisors with training, support, and access enabling success in the federal employee marketplace. FBE Advisor Network members typically conduct 4 – 6 benefit workshops in an exclusive market area annually to provide essential retirement preparedness and training to federal employees. FBE provides resources to conduct these events easily, cost effectively, and in a manner compliant with regulatory requirements.
In the United States nearly 10,000 individuals will turn 65 each day for the next 20 years. Social Security income options are one of the “core” financial decisions baby boomers need to make along with Medicare Supplemental choices, retirement income spending levels, etc…The proper timing and method in which to begin payments from the Social Security System, is one that must be considered and implemented. We have a “turnkey” program designed to provide our advisors with training, education, and support to help their clients get the most out of their Social Security Benefits.
Through our Advisor Link for CPA program, we offer the opportunity to educate and work with CPA’s to enhance their practice and your business. An increasing number of CPA’s are incorporating insurance and financial services into their practices and many are choosing to collaborate with local insurance and financial services professionals to increase the level of information and services they provide to their clients. In order to make this transition, many CPA’s need to know how to get started or where to turn. Our program will give you the opportunity to introduce yourself to CPA’s and explain how they can expand their practices to include financial services.
“BIMS provides for our independent financial professional clients the tools necessary to make success in their practice possible in a consistent and sustainable manner.”
Brokers International Mountain States was born in 2002 as a result of John Davis’s 20 years of experience building and managing sales forces in the banking channel and providing services to Field Marketing Organizations (FMOs) and top advisors in the independent channel. BIMS started from humble beginnings but has thrived since inception.
Having worked with many FMOs throughout the United States, John was confident that BIMS could offer advisors a trusting, mutually beneficial relationship-based boutique FMO experience. He cultivated his relationship with Brokers international Ltd. to offer all the resources of a national insurance marketing leader, while at the same time offering the relationship-driven experience of a boutique FMO and the mission became:
Make success possible for our independent advisor clientele by giving them the tools, resources and systems they need to grow their practice on a consistent and sustainable basis.