Helping Insurance Advisors Grow Their Investment Business
As an insurance agent, you have a sizeable client base and have written hundreds of life, disability, and long-term care policies. But have you done all you can to help your clients plan for their financial future? More and more, clients are looking for comprehensive services from their trusted professionals. With Jordan Creek Financial Solutions, we can help you grow your existing financial business and even help you transition an existing book of commissions into recurring fee-based revenue.
Why Independence?
We understand that becoming an independent advisor is a big change for your practice, and one that you shouldn’t make lightly. But you won’t be starting from square one. At Jordan Creek, we provide a roadmap for the setup of a successful practice, including technology stack suggestions, branch-directed portfolio models, client acquisition strategies, and more.
Our staff not only has decades of experience helping insurance advisors transition to become independent, they’ve also done it themselves. By joining Jordan Creek, you’ll be able to work with people who have been in your shoes and get real advice about what works and what doesn’t. We’ll help you navigate the entire process to ensure a smooth transition.
Realize the freedom to build your practice however you see fit with our unwavering support, and the support from our broker-dealer, Cambridge Investment Research, Inc. Cambridge is one of the largest and most well-regarded firms in the nation. They have the resources and know-how to support a wide variety of business mixes and specialized focuses.
Solutions for Insurance Advisors
225 Jordan Creek Parkway
Suite 104
West Des Moines, Iowa 50266
Securities through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge markets securities and advisory services through Jordan Creek Financial Solutions. Jordan Creek Financial Solutions is owned and operated by Cambridge and its affiliates.
Non-deposit investment products are not NUCA or FDIC insured, not credit union or bank guaranteed, and may lose bank value.
This communication is strictly intended for individuals residing in all 50 states, DC, and PR. No offers may be made or accepted from any resident outside the specifics states referenced.
The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the website(s) you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.
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