Brokers International: Company Research Report
Company Overview
- Name: Brokers International, LLC
- Mission: To empower agency partners and their financial professionals with industry-leading resources, exclusive tools, and decades of expertise to help more Americans effectively prepare for retirement.
- Founded: 1983
- Founder: Roger McCarty
- Key People:
- Mark Williams, CEO and Managing Partner
- Brian Aukes, President Brokers Financial
- Ross Kalber, Chief Information and Operations Officer
- John Vogelaar, Chief Financial Officer | President
- Rocky Robbins, Chief Compliance Officer and Corporate Counsel
- Scott Truka, Chief Sales Officer | Legacy Distribution
- Sean Ruggiero, Chief Sales Officer | Integrity Distribution
- Danette Kennedy, SVP Agency & Business Development
- Pleasure Allen, VP Human Resources
- Joel Nelson, Sr. Director of Operations
- Christi Pierce, Controller
- Troy Moon, VP Annuity Sales
- Tim Cooper, VP Annuity Sales
- Wanda Bates, VP Annuity Sales
- Bobby Nerem, VP Life Sales
- Jordan Waddell, Director Product and Sales Systems
- Headquarters: Urbandale, Iowa
- Number of Employees: No information is available
- Revenue: No information is available
- Known For: Brokers International is known for being one of the largest and most influential insurance marketing organizations (IMOs) in the country, and is referred to as "The Original Agency Builder™".
Products
Annuity Business
- Description: Provides advanced case design and sales resources to help agencies build their annuity business.
- Key Features:
- Annuity Sales Tools including WriteNow for electronic application processing
- Journey Guide for interactive retirement planning
- AnnuitySpecs for product search and comparison
Life Insurance
- Description: Offers services and support tools for life insurance businesses.
- Key Features:
- Carrier Matrix tool for identifying the ideal carrier and product solutions
- Life Policy Review Kit for policy reviews
- Quote Engines for life insurance strategy simplification
- E-App platforms like i-Go and WriteNow for efficient application processing
- Customized marketing materials and life settlement services
Investments
- Description: Flexible investment solutions available through their RIA and broker-dealer.
- Key Features: Access through Brokers Financial with an open architecture and relationships with over 175 companies.
Business Builder Platform
- Description: A digital platform providing access to agency data and business insights.
Recent Developments
- Recent Developments:
- In June 2021, Brokers International partnered with Integrity Marketing Group, helping expand their reach by aligning with the nation's largest independent distributor of life and health insurance products.
- New Products Launched: No specific new products have been mentioned.
- New Features Added: Partnership with AnnuitySpecs to allow for annuity product comparisons, and integration of Journey Guide for retirement planning.
- New Partnerships: Formed a key partnership with Integrity Marketing Group to expand tools and resources for agencies.
Philanthropy
- Brokers International Impact: The company hosts fundraising events annually, matches all proceeds, and donates them to local or national nonprofit organizations. Employees receive 16 paid volunteer hours per year.
This report presents an in-depth look at Brokers International using the data available. It highlights the company's mission, leadership, historical background, various product offerings, strategic partnerships, and their commitment to community involvement.
