What We Do | Brookstone Insurance Group

Support you can rely on.

We provide research-based case design and recommendations from experienced industry professionals. Our advisors receive timely updates, product knowledge and placement strategies. When you decide to work with Brookstone Insurance Group, you can rest assured knowing you and your clients are in good hands.

Products to help your business prosper.

Brookstone Insurance Group offers all of the products you need to elevate your business and offer your clients the best possible service.

Carriers You Trust

We work with all major carriers in order to offer you and your clients the most suitable and competitive solutions.

Best-in-Class Annuities

Complete annuity product offerings: fixed, fixed indexed, fee-based, variable, MYGA, SPIA, and hybrid LTC.

Insurance Products

In addition to fixed, indexed, and variable annuities we offer long-term care and life insurance solutions.

Specialized Services

Life insurance, case support, long term care solutions, advanced markets, Medicare, and group benefits.

Marketing & Training

Reach more prospects and win more clients.

BIG advisors have access to custom marketing programs that focus on client acquisition. You will also receive training that coaches on the latest presentation and sales techniques. This allows you to not only see more prospects but to also earn more clients.

Marketing and training for financial advisors

Full operational support

Your dedicated team of financial professionals.

Once you begin working with BIG, you are assigned dedicated operational support staff that ensures your office maintains efficient day to day activities. Our specialized service team takes a proactive role in licensing, application monitoring, and case management.

The support you need to succeed.

We’re committed to offering financial advisors smart and modern solutions to grow their practice – including marketing programs, flexible technology, advisor training, and much more.

Marketing Support & Resources

We provide our advisors valuable marketing services and comprehensive marketing solutions to help you attract and retain clients. Get access to our turnkey lead generation program through Retirement Wealth Academy.

Technology Support

We offer an expansive selection of providers, programs, products, and custodians for you to utilize. Our flexible technology suite gives you the power to automate and streamline your business practice.

Training & Coaching

We offer training materials and live events covering everything from the latest techniques to close more business to business optimization and product knowledge and placement.

Carriers your clients know and trust

We work with all major carriers in the independent space to ensure you are able to present your clients the most competitive and suitable products available in the market today.