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Retirement Planning > Retirement Investing

U.S. Retirement Teams With Financial Independence

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A 403(b) plan marketing specialist says it will be using one main independent marketing organization to handle non-403(b) client sales.

Financial Independence Group Inc., Cornelius, N.C., will help the regional 403(b) plan advisors affiliated with U.S. Retirement Partners Inc., Iselin, N.J., sell products such as non-qualified annuities, life insurance, long term care insurance, Medicare supplement insurance and disability insurance.

Financial Independence will connect its sales system with U.S. Retirement Partners’ new client relationship management system, according to U.S. Retirement Partners.

U.S. Retirement Partners helps regional firms sell 403(b) plans to and manage 403(b) plans for elementary schools, middle schools and high schools.


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