Some cases are just not a straight forward as others, through our strategic relationships we have access to the top advanced planning teams in the country.
MRW Financial Brokerage is here to help guide you and your clients through complex case design and assist in uncovering additional planning and insurance sales opportunities.
Contact Our Specialist!
Marie Colbert, CFP®, CLTC®
Local: (813) 875-6331
National: (800) 967-7661
We have the relationships and a wealth of knowledge to assist you every step of the way in potential premium financing cases.
We are able to offer great insurance solutions to High Net Worth Foreign Nationals seeking U.S. dollar-denominated policies outside their country of residence.
With Term Settlement, your clients can potentially recover some or all of the premiums they paid for their term coverage.
Please note that MRW Financial Brokerage and their representatives do not give legal or tax advice.
Consumers are encouraged to consult their tax advisor or attorney.
Get In Touch
(800) 967-7661 or (813) 875-6331
310 S Dale Mabry Hwy., Ste. 210 Tampa, FL 33609
Call our Life Specialist and Certified Financial Planner™, Marie Colbert.
PROVIDING THE SOLUTIONS YOU NEED TO SUCCEED
LOCAL (813) 875-6331 • NATIONAL (800) 967-7661
MRW Financial Brokerage has insurance licensed representatives in the following states:
MO, CA, NC, CT, NY, SC, AL, KY, LA, MN, MT, OH, OK, OR, PA, GA, WA, TX, CO, MD, MS, UT, WV, ID, NH, NJ, TN, AZ, MA, FL, MI, NM, VA.