Carriers
Your clients are unique and so are their financial goals. We understand that advisors need choices. We have partnered with 30+ of the top carriers in the retirement services industry.
Relationships
Partner with an IMO that values you. At Cardinal Financial Group we know that no two financial advisors are the same. We listen to how you run your practice and create a unique plan to fit your strengths.
Sales Support
We provide the best sales support in the industry. By leveraging our two decades of relationships with key carrier representatives, we can help you navigate the ever-changing application submission process. Next, we track your case through the new business review process, work with suitability for a timely approval and make sure transfer forms are sent out in a prompt manner. We don’t stop there. We continue to follow up with 3rd party companies to assist in the quick movement of your client’s funds. Finally, we make sure your case issues and you are paid commissions as quickly as possible. Again, the key is not what we know, it is who we know.
Market Research
By conducting our own market research, we identify trends and opportunities within the insurance and financial services industry. By doing this, we provide our advisors the opportunity to make informed decisions about which product(s) work best for their specific client needs.
Technology
We use an award-winning, industry-leading product search engine that is always evolving and will continue to be the most powerful tool available on the market. This annuity product search engine instantly combs through hundreds of annuity products providing detailed analysis enabling us to compare products and find the best options for your clients.