Financial Brokerage

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Omaha, NE
Financial Brokerage

An IMO for the independent producer. Learn more:
https://lp.constantcontactpages.com/sl/fd3CgAc/financialbrokerage http://www.financial-brokerage.com

Financial Brokerage is a national Insurance Marketing Organization for the independent producer.

07/28/2025

The fifth, and final, step in Medicare Annual Enrollment Period readiness is getting Ready to Sell (RTS) status. Once you've completed all required training and submitted necessary documentation, the carrier will issue your Ready to Sell (RTS) status. This allows you to begin marketing and enrolling clients.

Are you an insurance professional interested in selling MA, Part D, MS plans? Call us today! 800-397-9999

07/25/2025

The fourth step in Medicare Annual Enrollment Period readiness is obtaining and maintaining licensure and E&O insurance. Ensure your health insurance license is active in the states where you plan to sell, and that you have current Errors & Omissions (E&O) insurance coverage. If you don’t have E&O coverage, we offer Free E&O coverage. Please visit our website for more information: https://jetter.com/eo/.

Are you an insurance professional interested in selling MA, Part D, MS plans? Call us today! 800-397-9999

07/22/2025

The 2025 "Choosing a Medigap Policy" guide, just released by CMS, is now available. This official publication outlines key updates and continues to be a key resource for Medicare Supplement coverage. Whether you're reviewing eligibility, explaining coverage options, or navigating enrollment periods, it’s a reliable reference for agents at every stage.

View the guide here: https://www.medicare.gov/publications/02110-choosing-a-medigap-policy-a-guide-to-health-insurance-for-people-with-medicare.pdf.

Are you an insurance professional wanting to learn more? Call us today! 800-397-9999

07/19/2025

The third step in Medicare Annual Enrollment Period readiness is competing carrier-specific certifications. After completing AHIP, you must finish individual certifications with each Medicare Advantage/Part D carrier you plan to represent. These typically include:

◦ Plan-specific training
◦ Code of conduct and compliance attestations
◦ Sales presentations and enrollment guidelines

Are you an insurance professional interested in selling MA, Part D, MS plans? Call us today! 800-397-9999

07/16/2025

Did you know we offer two free Medicare quoting tools? These tools help ensure your clients receive the most competitive benefits. Check out jetter.com/connecture for more information on these quoting tools and reach out to us directly with any questions 800-397-9999.

07/13/2025

The second step in Medicare Annual Enrollment Period readiness is completing America’s Health Insurance Plans (AHIP) certification. Some carriers may also accept NABIP and Pinpoint certifications. This is a required annual training that covers Medicare basics, fraud prevention, and compliance rules. Please visit www.AHIPMedicareTraining.com for more information.

Are you an insurance professional interested in selling MA, Part D, MS plans? Call us today! 800-397-9999

07/10/2025

The first step in Medicare Annual Enrollment Period readiness is to get appointed with the carrier(s) you’d like to sell. On our website, we provide a quick and easy tool to submit your appointment requests. Please visit jetter.com/get-appointed to learn more.

Are you an insurance professional looking to learn more about MA, MS, or Part D? Call us today! 800-397-9999

07/08/2025

The Medicare Annual Enrollment Period (AEP) is rapidly approaching. If you are an agent interested in selling Medicare Advantage (MA) or Part D prescription drug plans, now is the time to get certified and become ready to sell. Please note that Medicare Supplement (MS) plans do not require certification.

Are you an insurance professional interested in selling MA, Part D, MS plans? Call us today! 800-397-9999

07/04/2025

Happy Independence Day! We wish you a safe and joyful holiday.

06/30/2025

As Annuity Awareness Month comes to an end, reemphasize to your clients the many benefits that come with including an annuity in their retirement and legacy plan. Stable and guaranteed income provide financial security, allowing your clients to enjoy their retirement worry-free.

Are you a financial professional wanting to learn more about annuities? Call us today! 800-397-9999

06/26/2025

Extended care expenses can easily deplete retirement assets, damage retirement income, and impair lifestyle. This can include qualified funds your clients have worked hard to build over their working years. However, your clients can leverage a portion of their qualified assets to create stronger LTC coverage using an immediate annuity. The taxable distribution from the immediate annuity creates a premium to pay for tax-free LTC coverage, providing your clients with the protection they need.

Are you a financial professional wanting to learn more? Call us today! 800-397-9999

06/23/2025

Despite the lack of protection, there’s more 401(k) millionaires than we’ve ever seen before.

Many Americans have been diligently preparing for their futures. The number of workers with at least $1 million in their Fidelity 401(k) accounts spiked up by 27% in 2024 to 537,000 (Fidelity Quarterly Retirement Trends).

They have carefully followed the rules of long-term investing, but as inflation eats away at their retirement savings, they may not have the experience (or fortitude) to weather volatility. Now is the time to work with these clients to protect their hard-earned retirement funds.

Are you a financial professional wanting to learn more about your clients’ options? Call us today! 800-397-9999

Address

11301 Davenport Street
Omaha, NE
68154

Website

https://www.financial-brokerage.com/

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