Advocate Financial Life & Health Brokerage

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Advocate Financial Life & Health Brokerage Visit www.GrowthFMO.com to learn more! Our record of success includes working one on one with hundreds of agents, and over 150 financial institutions.

We elevate insurance agents to the next level with serious sales growth through superior marketing strategies, proven advisor development, elite on demand support, industry leading lead programs and carrier funding. Advocate Financial, Life & Health Brokerage, is one of the nation's premier insurance marketing firms, founded in 2009 to meet the need for superior support, strategic vision, and quality service for both financial institutions and independent agencies. Our planning, daily support, & broad network will energize and develop advisers through new ideas, stellar products, and the charisma to make the difference. As a national insurance marketing brokerage, we are an adviser to the adviser - specializing in Life Insurance, Annuities, and Medicare Insurance products. We have dozens of hand selected life insurance companies. Advocate offers top level contracts, experienced training, specializing in niche market target marketing, and strategic growth optimization. Our goal is to grow your business. Our track record is proven. We are seasoned industry veterans. We offer top commission contracts, the nation's highest annuity rates, unbeatable living benefit life insurance, and the nation's top Medicare insurance carriers. We are honored to work with our insurance agents, financial advisers, and financial institutions. We focus on developing lifelong business relationships. Let us earn your business - let us be your Advocate. Experience the Advocate advantage. Call to discuss products and contracting today: (800)943-ADVOCATE (800-943-2386) www.YourNewFMO.com

What's the best advice you got before your first AEP?Every seasoned agent got one piece of advice that stuck. Maybe it h...
10/24/2026

What's the best advice you got before your first AEP?

Every seasoned agent got one piece of advice that stuck. Maybe it helped you prepare, stay organized, serve clients with confidence, or get through a long day. Share it for the agents working their first season.

Your experience could be the encouragement another agent needs this week. Learn more about partnering with Advocate Financial at www.myadvocatefinancial.com/join.

Share your best advice below.

Me explaining AEP at family dinner.“So there’s MA, MAPD, PDP and SNP. AEP is now. OEP is January. SEP depends.”“So... ca...
10/23/2026

Me explaining AEP at family dinner.

“So there’s MA, MAPD, PDP and SNP. AEP is now. OEP is January. SEP depends.”

“So... can you pass the potatoes?”

Agents speak fluent acronym. Nobody else does.

Quick glossary:
MA: Medicare Advantage
MAPD: Medicare Advantage Prescription Drug Plan
PDP: Prescription Drug Plan
SNP: Special Needs Plan
AEP: Annual Enrollment Period
OEP: Open Enrollment Period
SEP: Special Enrollment Period

For agent-focused support, visit Advocate Financial: https://www.myadvocatefinancial.com

Which acronym gets the blankest stare in your house?

We're officially Great Place To Work Certified™.This recognition is based on anonymous employee survey responses, not so...
10/22/2026

We're officially Great Place To Work Certified™.

This recognition is based on anonymous employee survey responses, not something we could award ourselves. 100% of our employees said Advocate Financial is a great place to work, 43 points higher than the average U.S. company.

That matters to the 1,000+ independent agents and 2,000+ clients we serve. When our team feels supported, we can better support the people who count on us.

To our team: thank you.

Independent agents, learn more about partnering with Advocate Financial: www.myadvocatefinancial.com.

Source: Great Place To Work: https://www.greatplacetowork.com/certified-companies?industry=financial+services+

Your clients already trust you with their health coverage. That trust can go further.Many clients think about more than ...
10/22/2026

Your clients already trust you with their health coverage. That trust can go further.

Many clients think about more than Medicare, protecting a spouse, leaving something for the family, turning savings into steady income. Agents who are life and annuity trained can help with those conversations.

Keep those conversations in their own appointment, never inside a Medicare appointment. The Advocate Financial co-sell process makes it easy to start and gets you life and annuity trained.

Glossary: Co-sell means partnering on a client conversation. An annuity is a product designed to provide income. Life insurance provides financial protection. A Scope of Appointment documents the products to be discussed in a Medicare appointment.

Ask us about co-sell. Reach out to Laura Lazarowicz, our Agent Success Supervisor, or learn more at myadvocatefinancial.com/join.

More carriers means more ways to find the right fit for each client.Advocate Financial works with 100+ national and regi...
10/21/2026

More carriers means more ways to find the right fit for each client.

Advocate Financial works with 100+ national and regional carriers across Medicare, life, annuity and ancillary, and serves 1,000+ independent agents in all 50 states.

The Agent Portal has a full carrier listing so you can confirm you are contracted with the right carriers before helping your clients.



Reach out to Laura Lazarowicz, our Agent Success Supervisor, or learn more at myadvocatefinancial.com/join.

The 10-minute routine that makes every appointment calmer.Before you knock, re-read your notes, review the client's list...
10/20/2026

The 10-minute routine that makes every appointment calmer.

Before you knock, re-read your notes, review the client's list of doctors and prescriptions, check the carrier listing in the Agent Portal to confirm you are contracted with the right carriers, and have your Scope of Appointment ready.

Walk in calm. Clients can feel it.

Glossary: Scope of Appointment: documented permission for a personal marketing appointment. Agent Portal: the online workspace for agent tools and resources. Carrier: an insurance company.

Source: Advocate Financial
https://www.myadvocatefinancial.com/

What's in your pre-appointment routine?

Seven weeks from today, AEP ends.Week one is behind you. Somewhere this week, someone slept better because you took the ...
10/19/2026

Seven weeks from today, AEP ends.

Week one is behind you. Somewhere this week, someone slept better because you took the time to explain their options clearly and kindly.

That work matters. The calls, follow-ups, documentation, and careful conversations do more than fill a calendar. They help clients move forward with greater clarity, and they build the trust at the center of your business.

Advocate Financial is here to support your work. Learn more at https://www.myadvocatefinancial.com/join

That is the job. Keep going.

Tag an agent who had a big first week.

Three days in. Share one win.Big or small, it counts: the doctor you confirmed was in network, the appointment that ende...
10/17/2026

Three days in. Share one win.

Big or small, it counts: the doctor you confirmed was in network, the appointment that ended with a hug, the client who finally found their cards.

Wins keep us going. AEP is built one conversation, one question, and one moment of service at a time. Your win may be exactly what another independent insurance agent needs to hear today.

Learn more about partnering with Advocate Financial: https://www.myadvocatefinancial.com



Drop your win in the comments.

AEP starts today.For the next 54 days, people are trusting you with their health coverage. You’ll read the fine print so...
10/15/2026

AEP starts today.

For the next 54 days, people are trusting you with their health coverage. You’ll read the fine print so they don’t have to. You’ll catch the prescription that dropped off a formulary. You’ll answer the same question for the tenth time and still say it kindly.

It’s a big job. You were made for it.

We’re right behind you.

Comment "Day 1" if your first appointment is on the books.

Source: Medicare.gov
https://www.medicare.gov/health-drug-plans/open-enrollment

A real person answers.When a carrier portal freezes mid-application or a client question stumps you, you shouldn't get a...
10/14/2026

A real person answers.

When a carrier portal freezes mid-application or a client question stumps you, you shouldn't get a ticket number. At Advocate Financial, a human answers.

Extended AEP support runs Oct 15 through Dec 7, 8 a.m. to 7 p.m. Eastern. Call (800) 943-2386. More at myadvocatefinancial.com/agent-support.

Reach out to Laura Lazarowicz, our Agent Success Supervisor, or learn more at myadvocatefinancial.com/join.

Address

110 E. WAYNE Street (16th Floor)
Fort Wayne, IN
46802

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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