May is National Small Business Month, a time to recognize the impact of more than 33 million small businesses across the U.S. These owners are focused on growth, not always on financial planning, which is where you come in.

At 1847Financial, we equip financial professionals with the tools, training, and advanced resources to serve business owners with confidence. Our Advanced Sales Team, backed by more than 165 years of combined experience, supports complex planning conversations with custom case design and proven strategies.

Support That Sets You Apart
Our team can help you bring real value to your business owner clients with strategies like:

• Supplemental Employee Retirement Plans (SERPs)
• Executive Bonus Arrangements
• Life Insurance in Qualified Retirement Plans
• Cash Balance Plans
• Cross Purchase Buy-Sell Arrangements
• Partnership Administration Succession Strategy (PASS)

Support for Reaching Business Owners
At 1847Financial, you'll have access to marketing tools designed to help you connect with business owner clients more effectively. From customizable content and client-friendly resources to targeted campaigns available through FMG/Content Central, we make it easier to showcase your knowledge and generate new opportunities. We provide the support to help you stand out in the small business market.

You Don’t Have to Be the Expert
You just have to know who to call. When you join 1847Financial, you gain direct access to advanced sales professionals who have helped thousands of financial professionals grow their practice. They will partner with you to tackle technical planning, support your business goals, and help you break into new markets.

Let’s talk about what’s possible.

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