Financial Institutions - Brookfield Partners

Are you a bank executive looking to grow your insurance revenues for your bank advisors?

Many financial institutions are implementing financial advisor and wealth management platforms to capture more assets. Insurance can help you keep the assets.

Brookfield Insurance Partners, and it’s dedicated “point-of-sale” consultants can help you and your bank program capture more insurance revenue. We partner with financial institutions of all sizes from 4 branch savings and loans to larger regional financial institutions.

News from BIP

Tweets by @InsuranceBrkge

Have an application you need to submit? Delivery requirements, etc? Our new Secure Online File Transfer System is up and running! Scan your documents and transfer them to us via our Online File Transfer System. Contact your Brokerage Manager for User ID setup!

Do you have clients who are putting substantial contributions into their 401K? And you know what happens if they are disabled- Employer and employee contributions stop. Want to learn more? Contact your Brokerage Manager!

Do you have a potential client that you are dealing with and are looking for insight to where insurance may play a role? That’s why we are here! Unlike other Brokerage Agencies that are order takers, we are here to help discuss your case and client situation, and help find solutions. Contact your Brokerage Manager today!

You can always contact us Toll-Free at: (866) 639-0443