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Brokerage Services



We realize that sometimes it is not always possible to meet everyone's insurance needs with only 4 companies. After all, we aren't just looking for a company to 'fit' your insurance needs; we want a company that is the 'right fit.' This is why we have partnered with one of the premier wholesalers in the insurance and annuity industry – Imeriti Financial Network.

In addition, by working with Imeriti, it allows us to find coverage for risks deemed uninsurable at standard rates by normal standards (i.e. persons whose medical histories include serious illness such as heart disease or whose physical conditions are such that they are rated below standard).

ABOUT IMERITI FINANCIAL NETWORK

Imeriti Financial Network (IFN) is a leading annuity and life insurance wholesaler for financial institutions, broker dealers, independent life insurance agents, property and casualty agents and independent marketing organizations

For over 30 years, IFN has distributed insurance based products in all 50 states combining unparalleled experience, comprehensive industry knowledge and technology driven insurance sales solutions to agents.

By valuing the power of agent training, delivering consistent support and creating win-win relationships, IFN has positioned itself as the premier sales and back office support insurance wholesaler in the industry. Entities listed here are not affiliated with SagePoint Financial.

CARRIERS

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 Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Sam Greco and Associates Financial Resources is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AK, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, MA, MI, MN, MO MS, MT, NC, ND, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. 

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
 


Check the background of this financial professional on FINRA's BrokerCheck.