The Right Products For you And Your Clients
You’ll have a hard time finding a more comprehensive offering of wealth management products than those offered by Kestler Financial Group. As a founding member of the Annexus Group and a partner with Centaurus Financial, we’ve established a position of leadership that means more opportunity for you.
Insurance products
By aligning with Kestler Financial, you’re with a company considered to be a premier partner with every carrier we are affiliated with. Unlike companies that offer hundreds of insurance products (or are wholly owned by an insurance company), we are independently owned. As a Kestler-affiliated agent, you won’t have an insurance company pulling your strings or pushing less-competitive proprietary products on you. We offer products only after thorough due diligence.
Factors in product choice
When evaluating a new product, we look at its
- Consumer value
- Sales appeal
- Longevity in the marketplace
- Safety
- Proper pricing
- Agent compensation
If a product is in the marketplace and meets our standards, it is likely we have access to it.
Securities products
In partnership with Centaurus Financial, we offer you competitive compensation and comprehensive back-office support. Whatever the securities product mix, our goal is to help you increase business and your bottom-line profit. KFG’s Securities Department provides the convenience of a one-stop-shop for hundreds of products including:
- Variable Annuities
- Mutual Funds
- Limited Partnerships
- Variable Universal Life
- REITS
- UITs (Unit Investment Trusts)
- Stocks
- Bonds
- Fixed Indexed Annuities (FIAs)
Whether you are making the transition from an independent broker/dealer or from a wire-house, we make your transition a smooth one. We provide
- Customized technology
- Extensive back-office support
- A specialized transition team
- Information on new products hitting the market
- Information on changes to industry-wide rules and regulations
- Updates on continuing education requirements and other compliance related issues
- Branch inspections conducted at your location and convenience
- Assistance with questions regarding compliance-approved marketing materials
Your success in mind
We offer you more than any other leading IMO. Why so much focus on you, the agent, first? With your success, ours in ensured.