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Different Strokes for Different Folks

We understand different distribution platforms have different needs. We provide custom strategies for retail, high net worth and family offices.

Why Concourse Financial Group Agency

The Bank Insurance Experts

Concourse Financial Group Agency specializes in bank insurance distribution. We bring depth of knowledge and proven sales strategies to our bank partners. Banks have a tremendous opportunity to add value to their customers through insurance and risk management products, but for many, there’s a gap between opportunity and results. We have a proven track record of success helping our clients grow insurance revenue. Because we understand bank distribution, we provide sales support and back office services that match our clients’ unique needs. Insurance experts that work for you, not the other way around. That’s Concourse Financial Group Agency.