1847 Difference

Our Difference

Access, support, and collaboration

We stand out as a top choice for financial professionals who value independence in choosing their business model, practice structure, branding and products – but also desire support and collaboration with other financial professionals, field leadership, and industry leaders through our national support model at 1847Financial.

1847Financial

Supported Independence

At 1847Financial, we truly believe that we are #StrongerTogether, where you, our financial professionals have the freedom and independence to build your practice how you want, according to your vision, your values, your goals, and to fulfill your dreams. And that you’re not alone. Behind you, every step of the way is an amazing team of coaches and specialists to help you realize your dreams.

  • BUILD & MANAGE

    No matter what stage of your career, we have dedicated practice development coaches here to help you build and manage your practice, create an amazing client experience, and, when you’re ready, develop a continuity & succession plan and exit strategy to retire on your terms.

  • FREE TO CHOOSE

    When we talk about supported independence, we mean it. Supported independence means that you are free to choose your path and your journey, to build the kind of practice that you want. And you won’t be alone. You’ll have the support through the leadership and staff of each of our member firms, as well as the trifecta of support from 1847Financial Nationwide, Penn Mutual and our wealth management firm - HTK.

  • NICHE SUPPORT

    No matter what niche or target market you work with, we surround you with marketing professionals who help you fill your sales pipeline, and the right sales support from teams that help you win business: Advanced Sales strategies & support, Case Design Specialist (Illustrations, Concepts, etc.), LEAP Financial Planning Software and training academy (at no cost), ACE (Accelerated Client Experience): Penn Mutual’s industry-leading, all-digital platform.

What makes us different:

Some firms offer independence or support - we offer both. You’re not captive, you’re free. Free to run your practice, your way - and guided by proficient local, regional, and home office support.

Relationships

As an entrepreneur in your local community, it’s easy to feel isolated or alone. Not everyone has the help they need, but with 1847Financial you can achieve more when you tap into the relationships you build along the way.

Through our local and national conferences, participation in our 1847Financial study groups, and collaboration with field leaders and their teams - you’ll never be alone.

Receive comfort in our boutique feel, “where everybody knows your name.” And we’re focused on your success.

You always have someone to reach out to for help with direct access to real people, industry experts, and concierge-level support.

What makes us different:

As other firms have gotten larger, they become harder to access - harder to navigate. It’s easy to feel disconnected and lost at large firms focused on whether you’re “meeting your numbers.” At 1847Financial, we know that when you put people first - the rest takes care of itself. That’s why we focus on real experiences that expand your relationships. Your personal relationships with our teams, our coaches, our leadership, our conferences, events, and study groups - where everyone has the attitude of simply helping you succeed.

1847FINANCIAL

Strength and Stability

When you work with our 1847Financial member firms, you’re tapping into more than 175 years of experience helping financial professionals serve generations of families and businesses, while feeling the stability and confidence of a secure financial future.

Connection

A STRONG FOUNDATION

Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality.

Strength

HISTORY

Our unparalleled history of financial strength means that you can offer your clients the confidence that we’ll be here to fulfill your promises to them.

Focus

ALIGNMENT

As a mutually owned company - we’re able to focus on what’s important to you and your clients. That means everything we do aligns with our financial professionals’ goals, objectives, and needs when serving your clients.

Ratings

RECOGNITION

Our stability isn’t just our longevity as a company. It’s the proven track record with high ratings for our products from outside evaluators, our competitive products and pricing and excellent dividend payment history, and our recognition for Penn Mutual as a top 5 ranked life insurance company and for HTK as a top 25 ranked broker-dealer.

What makes us different:

Being mutually owned means something. It means that we’re not a public company that only cares about the stock price or shareholder returns. It means that we’re also in control of our own destiny and not a candidate for merger, acquisition, or being swallowed up by larger firms or private equity. We’re committed to remaining a mutually owned company - where being owned by our policyholders means that we can focus on what’s best for you as a financial professional, and most importantly, what’s best for your clients.

 

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The 1847 Difference

Interested in learning more about how 1847Financial can support your practice?

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