Our Services
SECURITIES & ADVISORY SERVICES:
We maintain our own Independent RIA for those Reps wishing to provide their clients with Fee Based Financial Planning, Estate Planning or other Investment Advisory Services. Through our broker-dealer, Cetera Advisor Networks LLC, we provide Full Service Brokerage accounts for individual securities, bonds and other investment products, Mutual Fund Direct and Direct Participation products, Variable Annuities, a variety of Advisory Services, fee-based advisory accounts, and third party money management platforms such as Genworth Financial, Curian Capital, SEI, Brinker Capital, and a host of other quality portfolio managers.
INSURANCE PRODUCT SERVICES:
Through our affiliation with one of the nations largest Independent Insurance Marketing Firms, we offer most of the countries top insures for Traditional Life Insurance, Term & Guaranteed UL, Long Term Care, DI, and SPIA's. You get the most competitive payouts available and we provide:
One Page Licensing and Contracting
Full Underwriting Services
Complete Back Office Support
Variety of Sales & Marketing Programs
In-Field/ Marketing Support
Face to Face Client Presentation
Case Design & Advance Underwriting Support
SUPPORT SERVICES:
Additional Services available through our B/D:
Product/ Services Training Programs
Firm Element CE Courses
Professional Education Training Classes
Annual Sales Conferences
Leadership Award Conferences
Vendor Services Available with our Alliance Plans:
Payroll & Accounting Services*
*Provided through an an arrangement with an unaffiliated CPA firm.