Tarkenton Financial LLC: Company Research Report

Company Overview

Name

Tarkenton Financial LLC

Mission of the Company

Creating an organization that goes far beyond the typical thinking of most Independent Marketing Organizations (IMOs) by building a true partnership model that helps advisors maximize their potential and success.

Founding and Founders

Founded: 2003

Founder: Fran Tarkenton

Key People

Founder & CEO: Fran Tarkenton

President: Matt Tarkenton

Executive Vice President: Angela Tarkenton Barbour

Chief Operating Officer: Rick Gossett

Director of Sales: Amanda Adams

VP of Annuity Sales: Chris Barnes, Jennifer Sikes, James Tanksley, Brendan Topp

Marketing Director: Jay Moore

Marketing Associate: Savana Sebastian

Director of Life Insurance: Tyler Schmidt

Premium Finance Specialist: Dan Wachs

Contracting Specialist & Revenue Accounting: Katie Wade

Director of Annuity New Business: Christine Cleary

Executive Assistant to Fran Tarkenton: Jill Blitch

Operations Support: Kim Morris

Senior Case Manager - Life Insurance: Kathy Torlone, Karin Burnette

Headquarters

3340 Peachtree Rd NE, Suite 2300, Atlanta, GA 30326

Number of Employees

No information is available.

Revenue

No information is available.

Known For

Tarkenton Financial is known for its comprehensive support system and partnerships for independent financial professionals, focusing on retirement planning through annuities and life insurance products using their proprietary PEAK system.

Products

Annuities

Description:

Tarkenton Financial provides fixed indexed annuities which are effective for creating guaranteed income in retirement and offer growth potential based on index performance.

Key Features:

Guaranteed Income

Growth Potential through Credited Interest from an Index

Protection from Market Downturns

Life Insurance

Description:

The company offers various life insurance solutions including Indexed Universal Life, Guaranteed Universal Life, Whole Life, Term Life, and Long-Term Care, tailored to meet the clients’ retirement and legacy needs.

Key Features:

Tax-Free Income Potential

Cash Value Accumulation

Death Benefit Provision

Living Benefits

Premium Finance

Description:

Premium financing services for high net worth clients aiming to leverage life insurance and other financial products.

Key Features:

Proprietary Access to Perpetual Wealth System

Expertise in Premium Finance Opportunities

Wealth Advisory Solutions

Description:

Strategic partnerships with RIA firms and Broker Dealers to help advisors seamlessly integrate annuity and life insurance solutions with their asset management practices.

Key Features: