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

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(800) 959-8461

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1st Global provides the support you need to build a successful wealth management practice. We boast a dedicated team of professionals to provide a variety of solutions for your clients’ wealth management needs and help you grow your wealth management business. The paramount goal of the Wealth Management Services Group is to ensure your success as a financial services professional.

Practice Development

Financial Consulting

Advanced Case Design

Annuity and Insurance Planning Support  [Close]

Insurance services are essential to meeting your clients' wealth management needs. Your clients may require insurance solutions for their business, retirement or estate planning needs. At first glance, insurance may appear to be a complicated area for your firm. The Annuity and Insurance Planning Group's mission is to help your staff understand the variety of insurance solutions and the common client issues they address. With the backing and support of 1st Global's insurance team you need not be an expert in insurance yourself.

1st Global's dedicated Annuity and Insurance Planning Support team is available to assist you with:

  • Pre-sales support
  • Marketing
  • Implementation strategies including:
    • Product selection
    • Comparisons
    • Illustrations
    • Quotes

Fixed Income Group

 

From the very beginning, with 1st Global as my partner, I have had access to a multitude of sound and practical planning and business-building ideas from fellow CPA advisors and from 1st Global’s in-house Advanced Case Design professionals. Affiliating with 1st Global is like having an office full of quality partners without the overhead!

CPA Representative
Richmond, TX