| About Us |
Cornerstone Financial Services is a national marketing firm representing most major carriers offering: Life (Term, NLG, EIUL, Survivor, W/L, Premium Financed Life, Section 79 & Impaired Risk), Annuity ( Equity Indexed, Fixed and SPIA), and LTC products. Our clients are brokers, GA's, and MGA's and IMO's across the country that desire a long term, mutually beneficial business relationship with a national marketing organization -- while enjoying above average payouts and service. We will be happy to provide you a customized comp quote based on your premium volume. Typically there is improvement in the quality of products chosen and a substantial increase to your comp from concentrating your production volume. Why make less when you could make significantly more with just one call.
Testimonial:
"Being a high volume broker with large cases that need special attention... I hesitated for a few years before starting to work with Cornerstone Financial Services, Inc., and looking back, I wish I had not. Their expertise, specifically in the large case arena that require intensive follow through is unsurpassed! They are a really refreshing change and an absolute pleasure to do business with."
--Dick C., Concord,MA
We have helped many qualified brokers and GA's enter the Premium Financed Life (PFL) marketplace and the increase to their production has been 3 to 10 fold and up. Those experienced brokers and GA's with PFL have found the Lifetime Plan so unique and competitive that business that was once lost is now being written and successfully placed with the client's professional advisors in concurrence.
Find out if you qualify*, as we would enjoy working with you towards offering your clientele the best PFL program the marketplace has to offer.
If you are a retail consumer interested in any of the products we offer, please call
Danielle at ext. 205 or should you receive her voice mail, please leave your contact information and one of our managers will be following up with you promptly.
Mission Statement:
To partner with our affiliated agents and agencies towards increased production volume through quality relationships with our affiliated carriers by providing effective alternatives in marketing thereby increasing lead flow and sales volume in addition to offering a defined 'value added' in return for their affiliation.
David Fredrickson created Cornerstone Financial Services, Inc. (CFS) initially as a regional GA for his agents in FL on October 1, 2000.
CFS became a leading agency taking top honors with several carriers by the end of 2002. It has since grown to a full fledged National Marketing Organization offering contracts with most carriers for life, annuity and LTC products and serving brokers and GA's ( some with only one or two agents -- to GA's with in excess of 50+ dedicated agents) across the country.
Testimonial:
"Cornerstone is always there to help ... whether it is in case preparation, tracking business, or simply being our "go between" with the various home offices. Thank you, all the good people at Cornerstone!"
--Doug M., Aurora, CO
CFS has helped those GA's wanting to grow their organizations to double and triple in size and production volume. CFS now offers a customized comp plan for brokers and GA's willing to concentrate their business so they may enjoy significantly higher payouts and thus provide themselves various lead and marketing programs without incurring added expense.
Change is inevitable and in most instances...change can be good. Make the change in your business today with a simple phone call and see how we may be able to show you where those marketing and lead expense dollars are.
Testimonial:
"I have done business with Cornerstone Financial Services for more than five years. I am pleased to report that all business has been conducted in a highly satisfactory manner. The staff has always been most helpful in providing information and advice for my cases. With some of my more difficult insurance cases, where most other agencies would make excuses or just give up Cornerstone has found creative ways to see these cases through to completion."
--Joel S., Coral Springs, FL
*As we mentioned above, we desire a long term, mutually beneficial relationship with our brokers and GA's - thus certain core carrier relationship and agreements must be established before we can provide access to the PFL Lifetime program.
|
|
|