The Modell Brokerage Group, LLC provides a resource relationship network of knowledgeable industry professionals that can consult and assist in developing the distribution of Indpendent Financial Professionals. We look to promote partnerships with Independent Financial Representatives & Agents, Broker/Dealers, Banks, and Credit Unions to enhance their client benefit prospective with a broad offering of products and services.
We align our partners with the voiced needs of the marketplace, in brand and model, to most effectively prospect, recruit, service, and operate a financial service practice. In integrating our highly competitive portfolio of Fixed Annuity, Life, and LTCi products with our customizable wealth management marketing programs and platforms, we seek to strengthen the advisor/client relationship, and perpetuate business opportunity.
Our successful markets include:
- High end Premium Finance cases for high net worth individuals
- Business Planning
- Estate Planning
- Impaired Risk – Large Case Market
- Final Expense Market
- Annuities Market