disability income brokerage for adivsors
Every case comes back ready to present.
Send us a case, and within 24 hours you’ll have quotes from
top carriers and a client-ready presentation with your name
on the cover. Most of the time, the same day.
Since 2000
serving advisors nationwide
Same-day quotes
always within 24 hours
A presentation
with every case
Owner-led
you work with the owners
Joint client calls
we’ll lead or back you up
what you get
More than a quote
A presentation on every case
Not a spreadsheet of premiums. A client-ready presentation that starts with what your client is building, shows how much of their paycheck is protected today, and compares their options side by side. Your name on the cover.
We'll join the call
New to disability income, or facing a tough case? We’ll join your client meeting to lead the conversation or back you up. The client stays yours
Quotes before contracting
Send the case first. You only need to be contracted once your client is ready to apply
Underwriting handled
Informal inquiries, applications, underwriting, and delivery. We stay with the case until the policy is in your client’s hands.
how it works
Four steps, start to finish
1
Send us the case
Use the online quote form, or email a quote form to quotes@fsgbrokerage.com. No contracting needed to get a quote.
2
Get quotes and a presentation
The carriers that fit your client, built into a presentation with your name on it.
Same day, never more than 24 hours.
3
We handle underwriting
Informal inquiries for harder cases, the application, and every conversation with the carrier.
4
Delivery and beyond
Policy delivery, and support for as long as your client has the coverage.
what we place
Send us the case. We'll find the carrier
You don’t need to know which company fits which client. Carriers change their products and their appetite; your clients’ needs don’t. Tell us about the person, and we’ll match them to the right company and design.
MARKETS
- Physicians and dentists
- Business owners
- Salaried professionals
- Trades and skilled labor
- Self-employed and home-based
- Athletes, entertainers, and high limits
HARDER CASES
- Medical history: we run informal inquiries first
- Hard-to-place occupations
- Foreign travel and residence
- Coverage at work already in place
PRODUCTS
- Individual disability income Business overhead expense Disability buy-sell
- Key person disability
- Retirement plan protection
- Student loan and business loan protection
PROGRAMS
- Multi-life discounts
- Guaranteed standard issue
- Association and hospital programs
- Medical resident plans
- Business owner upgrades
SAMPLE PRESENTATION
See what your client sees.
Every case comes back as a presentation like this one: what your client is building, how much of their paycheck is protected today, how a disability would affect their retirement, and a side-by-side comparison of their options.
THE FSG DI LIBRARY
Everything you need to sell disability income.
You don’t need to know which company fits which client. Carriers change their products and their appetite; your clients’ needs don’t. Tell us about the person, and we’ll match them to the right company and design.
100+
pieces
25
training videos
12
calculators
insurance solutions
Disability income first. The rest of the plan, too.
our specialty
Disability income
Individual, business, and multi-life coverage that protects the paycheck behind every plan.
LONG TERM CARE
Traditional long-term care, plus hybrid plans built on life insurance or an annuity.
Life insurance and annuities
Including life and annuity plans with long-term care benefits.
Critical illness and accident
A lump sum at diagnosis, alongside disability coverage.
Small by design.
When you send a case to FSG, you work directly with the people who own the company. Financial Solutions Group has served advisors since 2000, and our family has specialized in disability insurance since 1974.
We represent quality carriers.
We represent carriers with A.M. Best Secure Ratings.
Disability income
Ameritas · Assurity · Fidelity Security Life · Illinois Mutual · Lloyd’s of London · MassMutual · MetLife · Principal · The Standard · Unum
Traditional long-term care
MassMutual · Mutual of Omaha · National Guardian
Hybrid life and annuity long-term care
A lump sum at diagnosis, alongside disability coverage.
Have a case? Send it today
quotes@fsgbrokerage.com · (800) 995-6532