Life & Annuity Brokers
Milestone Financial Group, Inc. is an independent Life and Annuity brokerage firm. Our staff has over 100 years combined experience, and has helped hundreds of advisors to create and protect the financial well-being of their clients with quality accumulation and protection products. We represent top companies, and we are here to help you!
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Life Underwriting Guidelines
MFG can offer you products through many well-known carriers, such as the quality companies listed below:
To find out more about us, click on titles on the left side tool bar.
Insurance professionals will find this site to be a great resource in all areas of financial security planning.
Here, you will be able to find:
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annuity rates and product information
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instant term and guaranteed UL life insurance quotes
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long term care information & quote requests
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forms that you need to sell and service business
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financial calculators
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retirement planning information & quote requests
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estate planning information
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college funding options and calculations
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financial planning information
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tax forms, viewable & downloadable from IRS sites
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links to company sites and other financial resources
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stock market updates, ... and more!
Underwriting Guidelines -
to view life insurance guidelines for most of our companies
Arkansas Annuity Suitability Requirement... waived!
The Arkansas Insurance Dept. has decided to hold off requiring the 4 hour training on Annuities that was to be completed by July 15th. For details, click on link below to go to their website bulletin:
We've Moved and Grown!
Last year, we moved into our new building which the agency purchased in the Cordova area, not far from our previous location! Our phone numbers and P.O. Box will stay the same, but the street address is now 751 Walnut Knoll Lane, Cordova, TN 38018. We are excited about this move to "The MFG Building" with a much larger space, and we thank all of our agents who have contributed to our success! For a map and driving instructions to our new location, click HERE. We are also forming a joint venture called Producers Connection LLC with partner, Life Associates of Memphis, Inc. John Brooks, CLU, is president of Life Associates, and he has moved his operation into our building. Life Associates is a similar brokerage operation to ours, and has been in business for over 75 years. This new venture will open up new markets to all of you, and will give us a larger presence in the brokerage marketplace. We look forward to providing you with greater expertise and products from this new enterprise. We'll continue to use our Milestone marketing name going forward, but don't be surprised to see our Producers Connection LLC on some of the material you receive.
MFG at PIA-Arkansas Convention
Chris and Wayne recently attended the Arkansas PIA convention in downtown Memphis. MFG had a sales booth, and also helped sponsor the event. Wayne played on Al Lynch's team in the golf tournament, and they won first place in the second flight. Thanks Al!
Milestone supports NAIFA in a BIG way!
Milestone is proud to announce that our company president, Chris LeBlanc, CLU, has been elected President of NAIFA Memphis for the fiscal year 2009-2010. Chris has been a member of NAIFA for over 25 years, and served on the Memphis association board for the last several years.
Our agency vice president, Wayne McCullough, LUTCF, has recently been elected to serve as NAIFA Tennessee's Regional Vice President for the 2010-2012 term. Wayne is a past president of NAIFA Memphis, and a member for over 35 years.
NAIFA is the oldest organization advocating for insurance professionals in the country, having started in 1890. And, the Memphis local celebrates its 100th year in 2010. For more information on NAIFA and its mission, visit their website at www.NAIFA.org.
Need C.E.?
If you need continuing education, you may find appropriate courses online at either of the following links:
LIMRA / AML (Anti-Money Laundering) Training
The federal government now requires all persons who sell financial products to complete an anti-money laundering (AML) course. Insurance companies are required to verify that all their appointed agents have completed an approved course. If you need to complete an AML course to contract with an insurance company, click the link at the end of this section, and you will be directed to the website of LIMRA who offers an approved course. Follow the instructions on their homepage. Federal law says that no commissions can be paid to an agent who has not completed AML training. It takes about 30-40 minutes to complete online. You will need to check this site from time to time to make sure that companies have not added an additional requirement, so keep a record of your username and password for future use.
AML approved training
New $25,000+ UL from American National!
ANICO now offers a great, comprehensive UL product that can be used in many situations. It's called Anico Executive UL. Guarantee premiums for a lifetime! To find out more, click HERE .
HEALTH PRODUCTS available!
We now offer you 4 new health products from American General!
Call today for more information!
New Long Term Care Product from American General!
Now you can offer your clients a quality LTC product from AGL! Click HERE for a product guide, and give us a call if you want to be appointed for this product!
Need a Flexible Premium Annuity?
Help your clients set aside money every month for retirement, either through non-qualified plans, or IRAs. Be sure that they know that you can offer them Traditional and Roth plans, with minimum deposits as low as $50 monthly bank draft. Click the following link to see information on a product that we offer for this purpose:
Need info on IRAs? ... click >>> HERE
This will take you to Publication 590 on the IRS website, which is a great source for information on IRAs. Information is updated each year with new guidelines, etc.
Instant Term and Guaranteed UL Quoter!
- Now you can get instant Term Life comparisons online with our Term Quote Engine! Just click on the "life / annuity ..." tab under Request a Quote section to the left, and then on "Instant Term & Guar. UL Quoter". Or click the blue "quick link" near the top of this page.
- You will be able to compare companies instantly, and even get the forms needed to write the case! There is also a quote request option for Permanent plans and for Impaired Risk cases.
- Now you can get Term quotes 24 hours a day! And, you can also get UL quotes that guarantee premiums to age 100+!
Other Website Updates
- FORMS... Be sure you check out our newly revised website. Not only can you now get the Online Term Quotes,you can also get most of the forms that you need to write new business, and many service forms (just click on the FORMS tab to the left or HERE ).
- You can also get product details and underwriting requirements for most companies. We hope you enjoy having these new capabilities!
Changes!
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Try the new 1 page life insurance apps available from several of our companies. Get the basic information from your client, and then let the company and MFG do the rest! Ask about companies currently offering these "requests for life insurance".
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AXA, the parent company of U.S. Financial Life,decided to cease selling new business thru USF in 2007. Old business will still be serviced by AXA, and we will try to help you continue to service business written thru MFG.
American General info
for American General info for Consumers for American General info for Agents
for NAIC Statement on Safety of companies
CDs NOW AVAILABLE!
As an additional option for investment management needs, Milestone Financial Group in conjunction with InsBank of TN (formerly Insurors Bank) can now offer certificates of deposit and money market demand accounts for short term investments. Many people find CDs attractive, and they do need to keep a substantial part of their assets liquid and safe. InsBank's CD rates are competitive, and can allow you to offer your client a banking relationship that will not compete with you for their insurance business. If your client's strategy suggests staying liquid, the solution may be just a phone call or email away!
To go to InsBank's website formore information, click >>> HERE
Note: See InsBank website for disclaimers and additional info regarding any and all banking transactions, etc. MFG is NOT a bank, and does not give advice relating to bank products.
As always, Milestone is here to provide you with the products you need to serve your clients. Please call if we can answer any questions. Thank you.
 Let this website be a resource for you...
Be sure to check out all areas of our site for helpful information. At the top of this homepage, you will find "buttons" (home, contact, quotes, etc.) that you can "click" on to get more information. For example:
- ARTICLES on various subjects, like retirement planning, saving for college, insurance, estate planning, etc. Click HERE to go there now!
- CALCULATORS to help you "crunch some numbers" on the above topics, and much more. Click HERE to go there now!
- TAX CENTER above gives lots of helpful information on taxes, including current tax tables and viewable/downloadable IRS forms. To go there now, click HERE .
Check out the " Useful Links " area on the left side toolbar under "Other Resources" to find direct links to companies, and for other helpful websites. To go there now, click HERE .
Continue to scroll down this homepage for newsletters on various financial topics, and for stock market updates.
We want this website to be a useful tool for you, so please visit often, and let us know when we can be of service!
Call (800) 737-4915 or email us at Info@MFG4Life.com .
Established 1992
Our mail address is:
P.O. Box 2556
Cordova, TN 38088
For physical address and map to our location, click HERE.
Proud members & supporters of the
National Association of Insurance and Financial Advisors.
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