Broker Check


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).


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, we believe IFN has positioned itself as a premier sales and back office support insurance wholesaler in the industry. Entities listed here are not affiliated with SagePoint Financial.


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  877-854-3535