of working alone?
ICS Financial is a regional Brokerage General Agency, representing Ameritas. We give you the back office support you need to grow your financial services practice. With ICS, working for yourself means never working by yourself.
Delivering core strength to your financial services practice
Technology Platformto Grow Assets
ICS provides workflows, guidance and electronic document storage to better assist you in utilizing the available platforms through Ameritas Investment Company, LLC*, as well as utilization and support of the Redtail Technology suite of services. Having a back office that understands how to maximize technology to improve efficiencies allows you to have more time to grow your business.
We believe that success is secured by positive relationships. Because of this, we bring to our representatives core carriers which excel in the primary markets that they serve. By bridging the gap between carrier and financial professional we have experienced a much higher level of professional satisfaction among our representatives.
Employee Benefitsfor Financial Professionals
If you are like most financial services professionals, you are limited in options for individual health and dental insurance for you and your family. ICS offers a full benefits package to financial professionals who closely affiliate with our organization. For more information, please schedule a call to learn more.
Streamline Backoffice Support
Case preparation, processing of new accounts and submitting annuities and insurance can detract from growing your business. We will assist in new account set up, case submission, scheduling of exams and continuously monitor your new business so that you can increase your business development efforts.
We understand insurance and the important role it plays in the complex financial services world of today.
Whether you are working on a level term life insurance case or a complicated executive benefit plan, our back office is eager to provide the necessary tools to help you adequately present concepts and solve problems.
Disability insurance is one of the most complicated insurance products today. We are committed to your success in the marketplace and have the competitive tools to ensure that you will be able to present what is in your clients' best interest.
Our core carriers have designed some of the most benefit rich and lowest fee annuities available in the market place today. Whether you are looking for income, accumulation or no fee fixed annuities, we can guide you through the maze of products in the fixed space.
With the healthcare marketplace becoming overregulated, an increasing number of gaps present themselves as your customers age up. With our carefully researched portfolio of supplemental insurance programs, we are confident that you will be able to satisfy all healthcare needs for your customers.