FAMILY-OWNED. FAITH DRIVEN. PEOPLE FIRST.
Join The Family That Puts You First
Advocate prides itself on its personally tailored approach to helping agents and agency builders grow and scale their business with expert in-house resources and support.
Fill out the form on the right or book straight on our calendar below, we'd love to meet you.
Why Advocate Financial?
GROW OTHERS. SERVE OTHERS. BETTER THAN ANYONE ELSE.
Family-Owned.
Never To Be Sold.
Contracting Packets Submitted to Carriers Within 24 Hrs
Large Portfolio Offering, 50+ Carriers
Immediate Response for All Contracting Assistance
Zero Cost To Join. You own 100% of Your Book of Business
Personal, Human Connection and Customer Service
- Even More When you Partner with Advocate Financial -
Tools, Technology, and Sales Reports To Fuel Your Growth
Agency Builder Programs To Scale Your Team & Business
Pre-Made Marketing Templates
Exclusive Discounts With Industry-Expert Vendors
You Get Your Own Strategic Growth Coach, Not Check-In Callers
Year-Round Income Products and Services
Ongoing Coaching & Weekly Trainings for Health and Wealth
National & Global Impact Through Our Non-Profits
Co-Selling Support for Wealth Products to make you more comfortable
— WHY WE'RE HERE TO MAKE A DIFFERENCE
Independent agents aren't getting enough from their FMO.
80%
DISSATISFIED
On average, 8 of 10 agents are dissatisfied with their current FMO.
50%
CONSIDER SWITCHING
Half of independent agents are considering leaving their FMO.
75%
SELF-FUNDED
Agents are typically on their own when it comes to lead gen and marketing.
3 DAYS
LEFT WAITING
Average time agents wait to hear back from their FMO when they need answers.
— WHO WE SERVE
Built For Direct Agents and Agency Builders
ONE PARTNER, TWO CHANNELS
Health. Wealth. Or both - fully supported either way.
- MEET YOUR TEAM
In-House Experts
Whether you're focused on Health, Wealth, or becoming a holistic one-stop-shop, we have dedicated in-house teams invested in helping you become successful and achieve your career goals.
—Medicare team with decades of combined carrier and product experience
—Wealth team to help structure Life & Annuity deals and case design
—Contracting Department making sure you always have the right carriers
—Marketing Division for custom, compliant, agent-branded material
— CONTACT US
We're Here. Ready To
Help You Grow.
Fill out the form on the right, and we'll be happy to answer any questions you may have.