Insurance Agency

Empowering Financial Professionals

Concorde Insurance Agency was created as an efficient platform to provide insurance solutions for your clients. Whether it’s geared toward broker/dealer, investment advisory or independent agent operations, we have the resources to provide case design and seamless implementation.

While insurance is an asset class most advisors choose not to manage, Concorde wants to capture insurance as an asset class for our producers. You have the clients – we have the process and solutions.

Our holistic solution includes:

  • Life insurance
  • Fixed or indexed annuities
  • Long-term care insurance
  • Disability insurance
  • Advanced sales concepts (premium financing/captive insurance agencies)

We estimate that 10% of your Assets Under Management come from insurance revenue embedded in your practice. If you’re not generating that revenue with your clients, somebody else will. Concorde Insurance Agency helps add that income to your bottom line through:

  • Weekly updates
  • Concept training
  • Point-of-sale assistance

Concorde Insurance Agency’s BGA affiliation is with Alpine Brokerage Services.

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Thinking of changing your broker-dealer?

Download our whitepaper on considerations when making a move.

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