Financial Professional Services

If you have clients interested in purchasing Life Insurance, Disability, or Long Term Care protection but that’s not your primary business; we’re here to help.

Weiss Financial focuses on offering insurance strategies for financial professionals with existing client relationships. We work as a part of your group, with your branding, and through your office, to help provide your clients with a high level of customer service.

As an independent firm, we’re able to shop the marketplace and find the most suitable products for your clients. With 34 years of combined experience, Weiss Financial will help to guide your clients to the most suitable insurance strategies.  

To learn more, please email john@weiss-financial.net or call (317) 723-3446.