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The Broker Group

The Broker Group

Welcome ToThe Broker Group

services

Since 2004, our founders have been helping people take control of their financial futures — empowering clients to build wealth and agents to own their future. Our nationwide team is passionate about making financial literacy simple, accessible, and life-changing for individuals, families, and business owners. The Broker Group is redefining what’s possible for producers and agency builders. Fueled by cutting-edge financial solutions and technology, we created a platform for true entrepreneurs — those who value ownership, independence, and brand autonomy, while still leveraging the experience and support of proven field leaders. The future’s moving fast — and we’re here to build it with the bold, the driven, and the ones ready to own it.

The Broker Group

Why Work With Us

125+
Years of Combined Leadership Experience
84 Trillion
Wealth Transfer by 2045 Greatest Opportunity for Financial Professionals
100+
Financial Products
64%
of Americans Need More Life Insurance
$10 Trillion+
in Projected Annuity Sales by 2045
70%
of Americans Say they need to make more money

Our Trusted Providers

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Fintech

fintech

At THE BROKER GROUP FinTech isn’t just a tool—it’s the backbone of how we deliver smarter, faster, and more personalized financial solutions. Our AI-powered platforms and cutting-edge digital tools streamline everything from policy selection to securing retirements, ensuring a seamless experience for our clients. By leveraging the latest in financial technology, we make navigating life, health, and wealth decisions easier, more efficient, and tailored to the modern consumer and agency partner.

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