An Efficient Platform
For Insurance Solutions
Welcome to Concorde Insurance Agency
Concorde Insurance Agency (CIA) was created to provide an efficient platform for insurance solutions for your clients, whether your practice is primarily geared towards Broker/Dealer, Investment Advisory, or Independent Agent operations.
With the leadership of Jeanne W. Keshishian, CLU, President of CIA, a top-of-class organization exists to provide lift to your practice through insurance solutions.
We know that insurance is not usually top of mind for many financial professionals, yet your clients need the advice. We are here to provide platform, process, and support for your efforts, from beginner to advanced sales.
Whether the solution involves Life Insurance, Fixed or Indexed Annuities, Long-Term Care Insurance, Disability Insurance, or Advanced Sales Concepts such as Premium Financing or Captive Insurance Agencies, we have the resources to provide case design and make the implementation seamless.