CPR Financial Group LLC

At CPR Financial Group, we have entered into relationships with multiple IMO’s to provide access to all of the major insurance companies. Our IMO’s provide access to virtually all insurance carriers that service the independent marketing channel.  Here is a partial list of the carriers available through our IMO’s (subject to change).

CPR Financial Rep Agreement

Annuity Carriers

• AIG American General Life
• Allianz Life
• Ameritas Life
• Athene
• Cincinnati Life
• Columbus Life
• Delaware Life
• Fidelity & Guaranty
• Genworth Financial Companies
• Great American
• Guggenheim Life & Annuity
• Lincoln Benefit Life
• Lincoln Financial Group
• MetLife
• Nationwide
• North American Company
• Pacific Life
• Security Benefit Life
• Transamerica Life Companies
• VOYA
• West Coast Life

LTC Carriers

• AIG American General
• John Hancock
• Lincoln National
• Mutual of Omaha
• Nationwide
• OneAmerica
• Petersen International
• Transamerica

Long Term Disability Carriers

• Assurity
• Cincinnati Life
• Fidelty Security
• Guardian Life
• Illinois Mutual
• John Hancock
• MetLife
• Mutual of Omaha
• Principal
• The Standard

EMG Insurance Brokerage
Houston, TX
(713) 507-1000

Donnie Clossman, LIfe Insurance & Annuities New Business
Office: (713) 507-1019
Mobile: (832) 971-5788

Jesus ‘Jesse’ Saenz, Sales Director Annuities & Life
Office:  (713) 507-1024
Mobile:  (832) 567-8404

Chris Jones, Contracting and Licensing
Office: (713) 507-1032

Deven Hennessey, Director of Marketing
Office:  (713) 507-1040
Mobile: (802) 881-8788

General Life Insurance information questionnaire
Applicant Checklist
Consumer Guide
FAQ
Webinar PowerPoint Presentation
EMG HIPAA Release Form
EMG Fact Finder
EMG HIPAA Release Form
EMG Informal Inquiry Form
IUL as Term – Multi Carrier Sweet Spots with Various Rate Classes, IUL as Term Conversion Comparison
Life Insurance Needs Calculator
Underwriting Guidelines
How Much Life Insurance Do You Need?

This is our primary IMO and all CPR agents should contract through EMG Insurance Brokerage before contracting with any other IMO. EMG Insurance Brokerage business will have the highest payout – generally street level compensation. Large producers can earn additional bonus compensation on AIG American General business placed through EMG Insurance Brokerage. Durr Sexton is one of the owners/partners of EMG Insurance Brokerage.  Here is some additional information on EMG Insurance Brokerage:

When EMG Insurance Brokerage was founded in 1986, we knew that independent agents and financial professionals needed access to the best products, service, and support. As the industry has changed and evolved, we’ve made a commitment to offer the latest products to help you meet your clients’ needs. We are a partner for independent agents and financial professionals. Our team offers experience and insights to help your business flourish.

At EMG Insurance Brokerage, we know that independent agents need quality products, expert advice, and cost-effective solutions. Our staff includes Chartered Life Underwriters, Chartered Financial Consultants, and attorneys. We continually update our portfolio with the latest products from trusted carriers. And we’ve invested in the technology agents need for 24×7 case status.

Getting Quotes and Illustrations:

Through EMG Insurance Brokerage, you will have the ability to run many different types of quotes once you register at two particular websites:
– https://emgbrokerage.com
– www.winflexweb.com
Registration details for each website are outlined below. You can always call, email, or fax the quote requests to Kristi Fulton as well. Quote request forms for Life, DI, and LTC are included here as well. You don’t *have* to fill these out, but sometimes they do come in handy.

Simple term and GUL comparisons can be run on EMG’s website, https://emgbrokerage.com. Once you register (link is in the top right-hand corner of the page), Elite’s IT Department will be notified of a pending request. Let Kristi Fulton know when you’ve done this so she can authorize you as a user, which will trigger an email sent back to you with a temporary password to complete registration and access the website.

WinFlex is a webpage-based software program for running complete or complex term and permanent illustrations on numerous carriers. There is a desktop version as well, but the website may be easier to use since all the updates happen behind the scenes and you’re up to date every time you log in.

Go to www.WinFlexWeb.com, and in the top left-hand corner click the “Register Now” link under “NEW VISITOR”
User Registration – Fill out the required information, and click the “Continue” button
Agency/BGA Selection – Locate Elite Marketing Group by either paging through the options or search using the word “Elite”; select the radial button next to our name, and click the “Continue Registration” button
Companies in My Profile – the first list of carriers will mostly be available once registration is complete (some will require writing numbers before access can be granted, and some are not actually available as they are being discontinued); the carriers listed at the bottom are neither available NOR does Elite/ID have a selling agreement with them, so please disregard them.
Click the “Complete Registration” button, and let Kristi Fulton know when this has been done so she can go into the system and grant you access. Afterwards, you’ll receive an email saying you’re good to login.

Many of the options/fillable data will be similar between the carriers, but not all. Once you get a chance to explore, please feel free to give Kristy Fulton a call at (713) 507-1035 with questions or for clarifications. Thank you!

LEGEND FINANCIAL MTKG SVCS
Palm Spring Gardens, FL 33408
(866) 534-3639

Jonathan Bussert  (561) 425-7346 Direct  (561) 310-7206 Mobile
Steve Sandberg (561) 425-7360  |  Jim Galloway (561) 237-8433

Legend Financial Marketing Services is no ordinary IMO/FMO.  Access to all life, annuity, long term care, disability and medicare supplemental providers.   Street compensation on business done through Legend is paid out direct through the Carrier or Legend.  More details to come soon!

Back Office
From the time you submit an application until you get paid, your IMO should be the one tracking your business through the system and updating you on its progress.

Advisor Resource Center
Legend offers a full suite of marketing solutions and business development tools to compliment each Advisor with a program that is unique to them and the audience they want to reach.

Proprietary Partners
We take pride in knowing we have secured relationships with the best partners in the industry in order to take the puzzle work out of finding the best products for your clients.

Technology
Your IMO should provide consistent access to pending applications, product training, materials, and compliance technology.

The Legend 401(k) Plan (PEP)
LEGEND 401(k) PEP PowerPoint Presentation
LEGEND 401(k) Proposal Template
New Plan Census Request Form
Plan Questionnaire

FIG – FINANCIAL INDEPENDENCE GROUP
Cornelius, NC
(800) 527-1155

Team Sigler Sales

Chris Cox (704) 439-2393
Shawn Sigler (704) 433-4382

 

 

THE HISTORY

 

William H Cain becomes founder of Cain and Associates, Inc.

 

1976

Cain and Associates, Inc acquires another company and officially become Financial Independence Group, Inc.

 

 

1987

Bo Johnson is named Chief Marketing Officer for FIG. Bill Cain and Bo revise FIG’s marketing program.

 

 

1998

FIG grows to 50 employees.

 

 

2005

FIG opens the Bo Johnson Training Center to allow a larger group to gather and learn.

 

 

2011

FIG celebrates 40 years of being an industry leader!

 

 

2016

FIG reaches over 2.5 billion in total premium for the year with 150 employees.

Aegis Financial 
Wheat Ridge, CO (888) 758-7305

Chad Kopser
P: (855) 432-4758 | Cell: (303) 520-8219

Partner with the​ best people ​in the industry. Get to know the team who will put YOU at the center of all we do.

MORE THAN A QUARTER CENTURY OF SERVICE TO OUR CLIENTS

Aegis Financial, headquartered in Denver, Colorado, is one of the premier financial marketing organizations in the country, providing annuity, life insurance, retirement and business solutions to independent insurance professionals, financial advisors, and their clients. Aegis Financial is unique in its approach to servicing independent financial professionals and has focused for nearly 30 years on providing a small-business experience and culture that puts the client at the center of everything we do, coupled with extensive, high-level resources that give our clients the best of both worlds. Aegis Financial’s elite team of just over 30 employees proudly supports a close-knit team of agents nationwide who write $1 billion of annual annuities.

Aegis Financial is a well-known and respected name in the annuity and wealth planning market, having experienced steady growth every year of its nearly three decades in business. Our company offers highly personalized services for financial advisors and insurance professionals, who support their customers with annuity, life insurance, retirement and business solutions. Emphasizing more attention to a select group of advisors, Aegis Financial focuses on the individual success of each agent by offering products and services designed to fit the needs of advisors and the clients they serve.

Got Leads?

Get in front of new, qualified prospects with our array of agent-tested and proven lead gen solutions.

Our producers’ businesses not only survived, they actually THRIVED over the course of the pandemic, and most agents experienced steady or even increasing lead flows through our proven Client Gen systems. Talk with an Aegis Financial Sales Consultant and discover solutions that will help you maximize your opportunity in 2022.

 

 

Radio Marketing

 

RADIO MARKETING IS THE IDEAL ANNUITY PROSPECTING SOLUTION

Have 4-6 (or more!) qualified leads calling you every week!

 

Your show, your voice.

 

Build credibility (literally) overnight

 

Be the expert (and celebrity) in your market

 

Pre-recorded scripts that drive results

 

LEARN MORE

ECA MARKETING, INC
Eden Prairie, MN
(800) 356-4189
Jerry Monyok | Matt Hendrickson

5Q Lead and Senior Annuity Case Design
Jerry Monyok, x2229
jerry@ecamarketing.com

Jr Annuity Case Design
Matthew Hendrickson, x2207
mattmh@ecamarketing.com

Dan Wilkie, x2223
dan@ecamarketing.com

5Q Licensing and Contracting
Ashley Watermolen, x2225
ashley@ecamarketing.com

Kelsey Kantro, x2260
kelsey@ecamarketing.com

Annuity Case Management
Kim Fitzloff, x2262
kim@ecamarketing.com

Jamie Boughner, x2240
jamie@ecamarketing.com

Head of Life Insurance and Underwriting
Ben Rowe, x2258
ben@ecamarketing.com

Life Case Design
Your Life Case Designer will be assigned when you have your first case.

Life Case Management
Michele Kirchberg, x2233
michele@ecamarketing.com

If Jerry Monyok is not available please ask for one of the other partners or schedule a meeting here.

Matt Hendrickson
mattmh@ecamarketing.com

Jeb Miesen
jeb@ecamarketing.com

ECA History

ECA Marketing has roots dating back to 1985. Purchased and re-branded as ECA Marketing in 1997 by Elliott “Hap” Cobb, ECA Marketing is a National Annuity and Life Marketing Organization doing business in all 50 states and several U.S. territories. Since 2006, ECA Marketing has produced over $10 Billion in Fixed Annuity and Target Life Premium. ECA Marketing’s Management currently sits on the Field Advisory Councils of six carriers and is one of the country’s largest Independent Marketing Organizations.

In 2006, ECA Marketing was acquired by National Financial Partners. The strategic acquisition of an independent Fixed Annuity specialist company was made to enhance Fixed Annuity delivery and scale for the NFP Member Firms and Membership Organizations.

NFP, a leading provider of benefits, insurance and wealth management services, owns over 180 firms in 41 states and Puerto Rico. NFP’s corporate focus is Life Insurance and Wealth Transfer, Corporate and Executive Benefits, and Financial Planning and Investment Advisory.

Our Mission

Create quality sales platforms and systems for producers to help them write more business and select the best products to fit within that system.

Our field-trained marketing staff has extensive knowledge in case design helping producers and groups to present creative solutions to their clients. Unlike many of our competitors, our administrative staff will serve as your back office tracking your cases; saving you valuable time and money.

ECA is dedicated to giving superior service, as well as devoted to developing and attaining industry tools specifically designed to help our producers save time and effort by offering valuable insurance resources.

ECA will continue to develop software and compile resources to help drive and increase revenue. We will remain up-to-date with trends, product and sales tools in the life and annuity industry. We are dedicated to continuously developing resources to give our partners the competitive edge when determining the right solution for the right situation.

LEVINSON & ASSOCIATES
Coral Springs, FL
(800) 375-2279
Cary Levinson
Bill Levinson
Joseph Loughran

Levinson & Associates, Inc. is a National Insurance Marketing Company domiciled in Florida since 1972. As such, we specialize in the servicing of our field force, and the distribution of the most competitive products for term, universal life, whole life, simplified issue, annuities, and survivorship products.

We are a full-service marketing company equipped to help during the entire underwriting process. From our most inexpensive term, jumbo permanent products, or annuities; our administrative staff, with over 40 years of combined insurance experience, stands ready and very able to help with all your insurance needs.

In 1998, Bill Levinson brought his marketing and management expertise to the life insurance industry. He is today a very successful Managing Partner for Levinson & Associates. Bill continues to service over 14,000 new and existing agents, each representing our entire portfolio of 65 life carriers and 25 annuity companies nationwide. He brings a youthful exuberance and enthusiasm, and servicing our agents remains his number one priority. Levinson is a world-known innovator in our industry, creating the 1st ever client-driven online term platform, life agent-focused CRM tool and the infamous Agency Automator prospecting system, amongst other unique technological advances and innovations. He currently participates in various company advisory boards and is a current member of NAILBA’s ASNG group. We, at Levinson & Associates, want to sincerely thank our Agents for allowing us the opportunity to quote and service all of your Life/Annuity insurance needs.

Click Here to View Agent Testimonials
Click Here to view the 2017 Levinson Expo Image Gallery

REMEMBER…
Levinson & Associates offers you superb companies, distributes quality products, superior commissions, and offers unparalleled service.

PREMIER BROKERAGE SERVICES INC
Brooklyn, NY
(888) 653-6232
Chris Preisero
Mark Preisero

Welcome to Premier Brokerage Services, Inc. As a national marketing organization headquartered in the State of New York, we partner with Independent Advisors, General Agencies, Large Producer Groups, as well as Broker Dealers (with respect to Life, DI, LTC, Fixed & Equity Indexed Annuities) throughout the country. Our firm’s commitment is to help advisors assist their clients in building wealth through education. As a major distributor of Fixed and Equity Indexed Annuity products, we also offer a full range of Life, Disability Income and Long Term Care Insurance. By working closely with a number of exceptional carriers, our partners are able to provide a broad range of competitive insurance products to their clientele.
Our objective is to help our Advisors increase their production substantially by offering superior service and support, including:

• Annuity search engine
• Competitive commissions paid quickly
• Field support
• Free software and internet access
• Individual affordable websites
• Individualized proposal and case design
• Illustration requests delivered to your inbox within 15 minutes
• Lead availability
• No delays – we order APS’ and paramed exams upon receipt of application
• Online instant quoting system
• Shopping your sub-standard cases

IIP – Innovative Insurance Partners LLC
Decatur, IN
(855) 743-0020   (260) 676-2780

Andrea Baumer, CPA, CEO/President  (260) 676-2680

Ashley Bosler – Contracting  (260) 676-2698

Bev Corner – Senior Marketing Specialist  (260) 676-2521

Kameron Feichter – Marketing Specialist  (260) 676-2693

Term Quote Engine

Innovative Insurance Partners (IIP) is our IMO for American General Life & Accident (AGLA) Quality of Life…Insurance:

Quality of Life_Flex_Term_Overview
Quality of Life_SelectChoiceTerm_II_ABRs___Accelerated_Access_Solution_Rider
AGLA Comp Schedule

Andrea S. Baumer, CPA, recently created a new insurance brokerage firm, Innovative Insurance Partners LLC, which offers innovative business and technology solutions for all areas of brokerage services. Andrea and her experienced team are committed to providing the highest level of service, professionalism and ethical business practices.

Our mission is to provide exemplary service to our agents and agencies through innovative business processes and tools while maintaining our core business values. Our company’s strategies and actions will be shaped by these core values which are embraced by each employee.

Our lines of business include Life Insurance, Annuities, Long Term Care, Disability Income and Senior Products.

DIS DISABILITY SERVICES
San Diego, CA
(800) 898-9641
Eric Visconti (619) 284-8444 x8424

DISABILITY INFORMATION & FORMS:

Disability insurance is also known as paycheck protection or income protection. These products provide replacement income when a breadwinner is unable to work due to illness or injury. Disability insurance is essential coverage for business owners and high-earning professionals.

Disability Insurance Quote Request
DIS Stat Pack
DIS Broker Kit
Group Gap Diagram
Disability Underestimated

LONG TERM CARE INFORMATION & FORMS:

Long-term care insurance helps pay the expense of long-term care. It can help pay for home health care, assisted living facility care and more. Most importantly it helps seniors protect their assets, maintain control and alleviate family members and friends from the burdens of care giving.

DIS Request for LTCI-Form Fillable
LTCi – DIS BrokerKit
Truth About Long Term Care

LTCI Partners, LLC
Lake Forest, IL | Kalamazoo, MI
(877) 949-4582
sales@ltcipartners.com

Extended healthcare is a risk to a confident retirement. LTCI Partners provides insurance solutions to help manage this risk.

LTCI Partners is a national brokerage firm specializing in Long-Term Care (LTC) Insurance solutions. We distribute insurance by partnering with financials services professionals (institutions and their advisors), employers and employee/executive benefits brokers, and we work directly with consumers (B2C) through their affinity or association relationships. Our product portfolio includes both Standalone and Hybrid Life/LTC Insurance and we represent over 10 different insurance companies. Our mission is simple — we want to make the process of planning for Long-Term Care easy for you and your clients. Learn more about our team or schedule a time to talk by clicking on the calendar icon under their names.