Rampart Financial Services, Inc., our strategic partner, is a national wholesale securities broker/dealer specializing in planning with variable life, annuity products and mutual funds for our clients. Contact Ron Capone to find out how you can use our B/D to help you.
Rampart Financial Services, Inc. is committed to providing the best products and services to the professional life insurance agent. How do we honor our commitment?
Broad Market Presence
Rampart Financial offers the variable products of many major life insurance carriers and the mutual funds of some of the most recognizable fund families. This broad market presence allows us to offer the products that best serve your clients' individual requirements and resources.
High-Level Relationships With Carriers
As a master general agent, we have direct access to our carriers. The advantage: we can pass along to you a higher level of service, without cost, for most of our insurance products while delivering top commission payouts.
Highly Experienced, Dedicated Staff
Rampart Financial's staff of professionals is unparalleled in the industry. Headed by a veteran of the securities industry who has experience in compliance issues and expertise in our financial products, our staff also includes:
* Experts in life products, tax planning and pension design; impaired-risk and jumbo cases; estate planning and corporate planning; executive benefit programs; and long term care insurance
* A senior underwriter who knows how to evaluate complicated medical risks and has relationships with home office chief underwriters
* An attorney and a consulting program
Insurance Products
Rampart Financial offers variable insurance products from over 15 highly rated carriers. Available policies include:
* Variable annuities
* Single premium immediate variable annuities
* Variable life
* Variable universal life
* Survivorship variable universal life (over 5 available)
* Retirement plans
* Traditional whole life, universal life, term insurance, and fixed annuities
* Turnkey 401k programs
Other Financial Products
We offer mutual funds from over 10 families, including:
* A diversified selection of high quality funds
* IRA accounts including Roth, Educational, SEP, and SIMPLE accounts
* Turnkey 401k programs
Special Risks Coverage
For individuals with risk factors relating to health or occupation, Rampart Financial secures life insurance coverage at reasonable rates. This expertise includes specialized skills in interpreting medical histories and occupational risk, evaluating risk factors, and using the information to obtain the best possible offer.
Advanced Marketing
In today's complex financial environment, sophisticated estate and financial programs are becoming a necessity. Using the most up-to-date products, Rampart Financial has the expertise to design deferred compensation, executive benefits, estate planning, and COLI programs |