SCF | InsurMark

InsurMark is a full-service, relationship-driven advisor development organization providing access to the market’s top carriers and products in areas such as traditional fixed and fixed-indexed annuities, life insurance and long-term care.

If FIAs aren’t a part of your business, you’re missing out.

Today’s investors want one, trusted financial advisor. You run the risk of losing client trust if you have limited offerings. Especially ones without lifetime income benefits, tax benefits, principal protection, and upside potential against market downturns.

Plus, the mere nature of FIAs and insurance paves the way for gathering more because they virtually guarantee an introduction to the surviving spouse and/or next generation.

Top products from top carriers

InsurMark conducts comprehensive due-diligence in assembling one of the most comprehensive carrier portfolios in the industry. We evaluate companies based on strength and stability, upper management, employees, renewal-rate integrity, customer service, even the company’s corporate vision. We’ve built solid, long-term relationships with the industry’s top carriers—and we provide access to several selectively-distributed exclusives.

What makes InsurMark different?

Back office covering everything from 1035 exchange/direct transfers to cash business.
Communication and reporting for paid and pending business, critical for compliance.
Education and training online and onsite—tailored to you.
Marketing that includes creative ways to prospect and generate new business.
Partnership as a seamless extension of your firm on the fixed portion of the business.
Personal consulting with knowledgeable, licensed, experienced and dedicated veterans.
Suitability and case design that is reliable and compliant.
Technology encompassing the latest time-saving tools and apps.