Independent Representatives

Fintegra's Independent Account Executives have freedom. Freedom to determine the path your business will take. Freedom to grow your book of business in your areas of expertise. Freedom to fill the niche that fits you.

And isn't that what being INDEPENDENT means?

Services to support Independent Account Executives include the following programs:

• Private Labeling Fintegra encourages Independent Account Executives to create their own unique presence in their community by private labeling and creating a brand image for their business.
• Brokerage Accounts Working with Pershing allows your clients access to a multitude of financial products and services to fit their unique needs, and allows life simplification with consolidated statements and tax information.
• Direct Business If the client situation warrants it, business conducted through Fintegra may go direct to product companies
• Marketing Resource Center Marketing ideas are easily accessed through Fintegra's AE-exclusive marketing website to inspire you to new heights of business via your marketing activities.
• Commission Reporting Being able to track your income is critical to the survival of an independent business. We have the technology and tools available to put all the information at your fingertips.

Advanced Case/Product Support

Whether working with a high-net-worth client's trust account, or a small business key person insurance case, Fintegra is there to support you with the advanced planning resources needed to find the appropriate solution.