In our 35th year of business, Shipp Financial Services offers complete brokerage services for insurance agents, financial planners, and other licensed financial professionals who need a resource for technical help, marketing support and product solutions. We represent a variety of highly rated and competitive companies offering a spectrum of products, including life, disability, long term care, fixed annuities and hybrid products.
Our full service approach starts with help on case design and product fit and pre-underwriting issues for the individual and small business markets. Our objective is to provide the right solutions – not just a volume of proposals. We’ll take the time to learn about your business and see where we can help your practice grow.
Looking for registered solutions? We offer a competitive broker-dealer platform through Sage Financial Associates.
Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Sage Financial, Shipp Financial, and Cadaret, Grant & Co. are separate entities.