We work with financial advisors, insurance agents, financial planners, and registered investment advisors.
Our team provides marketing support, advanced planning consultation, back-office assistance, top-notch underwriting, and many other services.
We have longstanding relationships with over 50 of the nation's top insurance carriers. This allows us to shop those carriers to find the right product for your clients' unique needs.
By partnering with The Milner Group, you can be confident that your clients’ needs will be taken care of and with nearly 60 years of excellence supporting your practice we free you up to spend more time on the things that matter most.
You want to leverage your time and increase the value you bring to your clients. Let us show you how easy that can be.
Learn more by speaking with a Success Manager today.
We're here to help your business boom.
The Milner Group provides all of the marketing materials required for your client presentation. These materials are collected and put together for you electronically and sent to you the quickest way possible, via email. We also maintain an extensive hard copy inventory of marketing materials by product and by carrier for use by our agents.
We will help you put together a financial strategy based on the best products available in the market today. The Milner Group works with agents to collect and disseminate client information to ensure that every need is addressed. Once collected, we can help our agents build a plan that everyone will be comfortable with.
Over fifty years ago, The Milner Group was instrumental in revolutionizing the manner and method in which insurance coverage was designed and delivered to individuals with medical problems. Today, we continue the tradition by teaming up with underwriting departments of the top insurance carriers in the country to assure an agent that his or her client will get the most economical protection available.
In 1979, The Milner Group set out to design the first multi-company application processing system and it is still in use today. All forms are submitted through our private and confidential online licensing system once, allowing us to submit and complete any new appointments without any additional work on the part of our agents.
The Milner Group has partnered with the top insurance carriers in the industry, currently totaling over 50 and growing. Because of these extensive relationships, you can rest assured that we offer the most competitive products for your clients with no hidden agenda to push more premiums to a specific carrier.
The Milner Group reviews all applications for accuracy prior to submitting them to the carriers. This ensures that all business is processed as quickly and efficiently as possible.We will then track all cases placed through us and provide our agents with regular updates.
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