Independent Brokerage (IB) is unlike any group you have ever worked with. We are the only true positioning firm that will show you how to establish a successful insurance and advisory practice. It is clear that our industry is changing and IB is committed to helping you remain ahead of the competition. For your long term success, becoming an independent RIA is no longer a suggestion. We can provide you with the traditional benefits of an “FMO” to transition your practice for the future. Do not be misled by the ploys of others promising revenue sharing or ownership. They are shortsighted attempts to buy your business and you will not be in control of your destiny. We will show you how to build the worth of your practice and ensure that no one can take that away from you.
We excel in the standard services provided by a marketing organization such as a client-friendly product line, unique prospecting methods, proven branding systems, systematic appointment process, and unparalleled service. Alone, these resources catapulted IB to the top of the industry, but you will find that we offer so much more. You will receive multiple proprietary software programs, access to an exclusive mail house, and a complete Investment Advisory process that will ensure future success. We are confident you will not find the IB level of personalized service and support at any other marketing organization. Our vision is to provide all the benefits of a captive organization without any of the bureaucracy. You are independent and we will help you stay that way.
IB provides you with the best of both worlds. The founders boast decades of experience and have witnessed the numerous trends our industry has experienced. We also provide new-aged concepts and technology to ensure you are equipped with the latest marketing processes and business practices.
We believe in working hard so you can play hard as well! Whether you enjoy new and exciting vacations or the rest and relaxation of familiar ones, you deserve to be rewarded. As a guest on our Discover Independence trip, you will be treated like royalty. We look forward to seeing you there!
Get a system tailored to your style. Turn-key processes only work if we all have the exact same personality. We provide, customize, and coach the appropriate system to your skill set, designations and registrations. From prospecting through paperwork, we are your partner.
You should be rewarded for your business in more ways than one. We are committed to investing back into your business. Our Infinite Rewards program puts dollars back in your pocket for expenses such as marketing, RIA setup and maintenance, and health care – the options are endless!
