North Coast Financial Group Alliance Program

Support you need to develop and implement your financial services practice. With our local Knowledge and Experience in investment & insurance strategies, you will be able to offer your clients a comprehensive needs-based approach to their financial situation.

Once licensed, you will also have access to a wide range of financial products for individual wealth accumulation strategies, wealth preservation, and small-business needs - all while allowing you to maintain your Objectivity.

Support - As a member of the Alliance Program, you will receive a full range of support, at the local and national level, to help you successfully offer investment and insurance products to your clients

Compliance - through local firm meetings and satellite television broadcasts.
- through local programs, regional advanced sales seminars, and "live" broadcasts, some of which provide continuing educational credits.
- through our local firm's marketing director, including database marketing and contact management capabilities.
- through our "best of breed" intranet, iMetLife, and specialized publications

Experience - North Coast Financial Group's Alliance Program is much more than an eMail or toll free number.

Teamwork - by developing a relationship with one of our local financial representatives, you can minimize the time taken from your accounting practice in order to offer your clients additional financial products. You make the decision about how involved you want to be on a case by case basis.
- in addition, each of our local firms is staffed with experienced teams of representatives in the area of marketing, investments, employee benefits, business continuation, and estate planning, to name a few.
- with one of the highest proportions of recipients of Chartered Life Underwriter and Chartered Financial Consultant professional designations in the industry, you can rely on the insurance and investment experience of our financial representatives.

Objectivity - When forming a relationship with a financial services company, you may be concerned about the perception of losing your objectivity.

Diversity - North Coast Financial Group's Alliance Program assures your objectivity by offering you access to over 40 companies and more than 250 mutual fund families, in addition to MetLife's own portfolio of highly competitive life insurance, disability income insurance, and annuity products

Process - we take a comprehensive needs-based approach in working with clients, with industry-standard analytical tools and planning software

If you would like to learn more about our program up, please click here and a representative will respond to you shortly.

 

Coming Soon ...

Our agency is putting together teams dedicated to building resource networks. Look for teams initially for the following areas….
- MANUFACTURING BUSINESSES
- The WOMAN INVESTOR
- Our agency will be holding roundtable discussions and afternoon seminars. Contact us at Metlife for those topics that are important to you.

At North Coast Financial Group, our professionals provide the

Training

Marketing

Information

Knowledge

Professionalism