At Vision Financial Group, the brokerage team helps our financial professionals serve their clients with local support services, a wide array of high-quality insurance products, estate and business planning experience, and a relationship-based approach.
Local Support
Our brokerage team works closely with our financial planners, offering ongoing training, product positioning strategies, and marketing support. A brokerage director can also offer illustration and marketing support as well as serve as a liaison to financial specialists. With this support, our financial professionals are able to build their rosters and best serve their clients.
Products & Services
We offer a wide range of life, disability income, and long-term care insurance options, among other products and services. The brokerage team at Vision Financial Group helps planners find the right solutions for their clients’ unique needs, no matter where they are on their financial journey.
Estate & Business
Building the right financial plan for a client’s estate or business requires coordinating with many other professionals. Working in conjunction with a client’s counsel, tax advisors, and accountants, the estate and business planning team is available to help financial planners with case consultation, sales collaborations, and advanced sales strategies.
