National Guardian Life Insurance

Crossroads Financial Group is an independently-owned Brokerage General Agency based in the Midwest. We are dedicated to helping Americans mitigate their risk by supporting the efforts of independent insurance agents and registered representatives to write Life, Disability, and Long Term Care Insurance and Annuity business. Our mission is to do our part in ensuring that Americans are covered against unforeseen circumstances, and we strive to achieve this by providing exceptional support to our partners.

Our Services

At Crossroads Financial Group, we offer a comprehensive range of services designed to make insurance and annuity business easy for our partners. Our services are focused on two fundamental goals: to help agents find life insurance, annuity, and long-term care insurance business through one-on-one coaching, sales concept training, and client database mining; and to make it easy for agents to write that business by providing quality product, underwriting support, and timely and accurate new business support.

Our services include:

1. One-on-One Coaching: We provide individualized coaching to our partners, helping them identify potential leads and convert them into paying customers. Our coaching services are tailored to meet the unique needs of each partner, ensuring that they have the necessary skills and knowledge to succeed.

2. Sales Concept Training: Our sales concept training is designed to help our partners understand the complex world of insurance and annuity products. We provide comprehensive training on various sales concepts, enabling our partners to effectively communicate the benefits of our products to their clients.

3. Client Database Mining: We help our partners identify potential leads by mining their existing client databases. By analyzing their clients' demographics, purchasing history, and other relevant data, we are able to identify opportunities that may have otherwise gone unnoticed.

4. Product Portfolio: We offer a wide range of insurance and annuity products from top-rated carriers. Our product portfolio includes life insurance, disability insurance, long-term care insurance, and annuities, ensuring that our partners have access to the products that their clients need.

5. Underwriting Support: Our underwriting support services are designed to make the application process as smooth and efficient as possible. We work closely with our carriers to ensure that applications are processed accurately and in a timely manner.

6. New Business Support: We provide timely and accurate new business support, ensuring that our partners receive the necessary documentation and commission payments in a timely manner.

Join Hundreds of Satisfied Partners

At Crossroads Financial Group, we are committed to helping our partners succeed. We invite you to discover the benefits of partnering with us by contacting us today. By joining hundreds of satisfied partners, you'll realize immediate benefits from case management, applications placed, product portfolio, and niche products. Contact us today to learn more about how we can help you grow your business without adding expenses or overhead.