Brought to you by Independent Financial Solutions

CONNECT WITH IFS:

(877) FIN - REPS.
750 Route 34, Suite 7
Matawan, NJ 07747 US

The IFS Difference

Experience the best of both worlds!

Brokerage GeneralAgency Model:
The Independent Financial Solutions Model:
Career General Agency Model:
Agent is a broker only

Brokers are independent (does not have a non-compete)

We allow for Agents and Brokers – both are Independent!
NO NON COMPETE
Captive agents only

Agents have a non-compete

Typically brokers cannot contact the home office Our agents and brokers can contact home office Agents can contact the home office
Typically the agency has no exclusive underwriter nor staff assigned to them Our agency has its own underwriters and staff Agency does have its own underwriters and staff
Commission is “Paid as Earned”

No Benefits / No Trips

Typically no (term) renewals

Annualization and/or Paid as Earned

Benefits/Trips/Renewals

(including term) = yes

Agents are annualized

Benefits/Trips/Renewals = Yes

No office provided to work from – by the agency (nor carriers) You can (if you want) work for free from our office! Agents must work in the office, and for a cost
Broker can place business with any carrier and/or agency Work with us with any carrier Agents must place business with one carrier and agency
Broker can have their own DBA (Doing Business As)

Broker can have Outside Business

Activities (OBA’s)

Brokers must use own card cards

Your own DBA is ok!

We allow Agents to have OBA’s

Use your cards, ours, and/or our Carriers

Typically No DBA’s allowed

Nor are OBA’s allowed

You must use business cards of the Agency you work for with a Home office disclaimer/branding

Broker works for themselves and by themselves In business for yourself, not by yourself! You are an Employee of the Agency and Carrier

Greg and his team are knowledgeable, professional…

"The reason why I decided to work with Independent Financial Solutions, Inc. is because Greg and his team are knowledgeable, professional and they get the job done quickly with kindness and diligence." ~Bryant Lew

The agency has always been friendly, responsive and helpful.

"The agency has always been friendly, responsive and helpful. Any promises made have been kept and I find the agency to be far better than the others I worked with in the past. Most important is that everything is done ethically and that character of the agency is found, in all the employees working there." ~ Charles Levitt

I have worked for Independent Financial Solutions, Inc. since June 2013.

"I have worked for Independent Financial Solutions, Inc. since June 2013. I have always experienced willingness to help attitude throughout the company. I have found everybody to be extremely attentive and efficient, and very knowledgeable. Working with a company that is friendly with an approachable attitude is something that makes your working day a lot nicer." ~ Kim Reynolds

It’s real simple, IFS gets it!

"It's real simple, IFS gets it! It is not just about placing business, it is about doing the right thing for your client. The open architecture platform makes it easy to do just that." ~ Charles Lamantia

Become an Independent Agent today!

We are the perfect blend between a brokerage and career agency model. As unique hybrid, we provide you with all the independence, stellar commission payouts and own your book of business with all the bells and whistles of a career agency model. Please refer to IFS Difference.
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Securities and investment advisory services are offered soley through Ameritas Investment Corp. (AIC) Member FINRA/SIPC. AIC and Independent Financial Solutions, Inc. are not affiliated. Additional products and services may be available through Lawrence Sorace or Independent Financial Solutions, Inc. that are not offered through AIC.

IFS is licensed in many states with offices in New Jersey and New York.

Representatives of AIC do not provide tax or legal advise.  Please consult your tax advisor or attorney regarding your situation.