How may we help you?
Beacon Financial is a national insurance marketing firm for agents. We’ve worked with thousands of agents all over the country in the last fourteen years, assisting them in growing their business.
Our mission is lighting the way to your success. We accomplish this through strict adherence to our core values, which we call P.I.E. Personal touch, Integrity rich, Experience-based solutions.
6.7.15 Great American Rate Increase
Effective June 7, 2015, Great American announced a rate increase.
6.17.15 Voya Rate Increase
- Pt-to-Pt caps as high as 6.75%
- Fixed Rate as high as 3.00%
- Increases on Builder and Secure Index annuities.
6.19.15 Summer Hours
Now through Sept 4th, we close at 2:00 PM MDT each Friday.
7.3.15 Independence Day
We will be closed, July 3rd, to celebrate Independence Day.
We wish you a safe and happy holiday weekend.
Congratulations to SB, our first trip qualifier!
7.9.15 New Carriers Added!
We recently added several new carriers to expand the selection of products we offer.
American General: Power Protector FIA, Income rider w/ 7% roll-up
Genworth: Secure Living FIA, Total Living Coverage (UL and LTC in one)
The Standard: 5-yr FIA up to age 90, Great MYGA rates, SPIA w/ commutation
7.16.15 Take your practice to the next level!
We partnered with Duncan McPherson and Pareto Systems to bring you a system that combines actionable, proven strategies with sequential implementation to deliver predictable results.
BE better. DO better. Become MORE fulfilled.
This program launches soon. Call to see how you can enroll.