8150 North Central Expressway, Suite 500
Dallas, TX 75206 (Directions)
(214) 265-1201 (877) 959-8400

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LearnMore@1stGlobal.com
(800) 959-8461

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As a dedicated professional, you need resources to analyze your clients’ financial situation and develop, recommend and implement appropriate solutions. Our Financial Advisor Website provides you with a centralized location for accessing the tools and information you’ll need most. From client account access to requests for case assistance, everything you need is at your fingertips on the Financial Advisor Website. 

Comprehensive Reporting and Account Reference

FA.1stGlobal.com

Form and Tool Center

Form Wizard

Financial Operations Review Report

Customer Service Home Page

Insurance Gear  [Close]

Insurance Gear is the hub for all the insurance information you need:

  • Archived recordings of our Insurance and Annuity Product Webcasts
  • Access to licensing materials and procedures
  • Updated lists of all the insurance carriers with which 1st Global is appointed
  • Quotes and illustrations for term life insurance, variable annuities and permanent life insurance
  • Product pricing schedules
  • Case management: automated status notification system

Streetscape

Morningstar Advisor Workstation