Brand Development

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

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.

Social Security Blue Print

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 design

Advisor Link for CPA

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.

WOMAN (Women’s Mentoring Agent Network)

The WOMAN program is one of the industry’s premiere mentoring networks of women insurance and financial professionals. Once you join the WOMAN program you’ll gain valuable insights and ideas from top women in the field. Through ongoing training opportunities, dedicated service, and specialized support you will be able to differentiate yourself in an increasingly competitive market.