Milner Group

Our Vision and Mission

Milner Financial embodies a legacy of empowering financial advisors and providing clients with peace of mind through comprehensive insurance solutions. Established over six decades ago, we have guided individuals and families toward financial stability by partnering with trusted insurance carriers. We believe in personalized attention, superior underwriting, and a dedication to understanding your unique needs and goals.

What We Do

We act as a brokerage general agency, connecting advisors and agents with the best insurance products and carriers to address their clients' diverse needs. From life insurance and annuities to long term care and disability insurance, we offer a comprehensive range of solutions tailored to each individual's circumstances.

Our Expertise and Services

Our team comprises seasoned professionals with deep expertise in:

• Impaired Risk Analysis: Our skilled underwriters can identify and navigate complex risks to secure the best possible outcomes for your clients.
• Advanced Planning Consultation: We guide you through comprehensive planning processes to ensure optimal financial protection and wealth preservation.
• Marketing Support: We provide marketing materials, tools, and resources to enhance client acquisition and retention.
• Case Management: Our dedicated case managers handle administrative tasks, allowing you to focus on building client relationships.
• Agent Support: Each advisor is assigned an agent relationship manager to collaborate with on presale support and advanced case design.

Partnering with Milner Financial

By choosing Milner Financial, you gain access to:

• Decades of Experience: Benefit from our accumulated knowledge and expertise in the insurance industry.
• Personalized Attention: Our dedicated team prioritizes understanding your unique needs and goals.
• Dedicated Support: From underwriting assistance to marketing materials, we are your reliable partner every step of the way.

Our Commitment

At Milner Financial, we are committed to:

• Empowering financial advisors to achieve success.
• Providing exceptional client experiences.
• Delivering innovative solutions and resources.
• Building lasting relationships founded on trust and respect.