See Why More Agents are Choosing Advocate.
Advocate Financial, Life & Health Brokerage has an A+ Rating with the Better Business Bureau (an unbiased trusted third party verification service) but beyond that, we are glad to say, our ever growing list of satisfied agent endorsements below really speak for themselves! Experience the Advocate Advantage.
" Since signing on with ADVOCATE just this last year - I've doubled my business. NO JOKE. It's incredible. They are the real deal."
Dan
Agency Owner
CLEVELAND OHIO
" I just wanted to commend you on what a great organization you have put together. Having been in this industry for 38 years, I have seen field marketing organizations of nearly every sort. Your company is at the very top.
I appreciate your firm's commitment to excellence in every area. Your knowledge of the industry is superb. You understand the role of the agent in the delivery system and the issues that are faced by the agent each and every day. You all do your jobs with great enthusiasm and do your very best to provide the information and tools agents need for their success.
Most of all, I appreciate the integrity of your entire crew. You do things the "old fashioned" way. You are a company that you could do business with "on a handshake". I also know that the 'foundation' of your life is and what a great example you show living out your faith. You truly walk the walk. Thank you for everything you do for us.
Sincerely,
Larry
Independent Insurance Agency Owner
SOUTH BEND INDIANA
" I've never had an upline that is so helpful. Linda and I had so many positive customer reactions, I don't know where to start. I met one couple who had only a Part D Medicare plan - and complained about $600 a month drug copays. According to them they didn't need anything but Medicare and a better prescription plan! And, they didn't even need an insurance agent since they purchased their Part D plan from someone who called them on the phone. After I explained Medicare to them and showed them the Humana HMO, I SAVED THEM NEARLY $400 on their prescription costs, this in spite of the fact they were sold the Humana premier drug plan on the phone. (They were never properly instructed about the preferred mail order plan and about all tier 1and 2 drugs having a three month $0 copay.) As you would rightly discern, these people love me and the free service I provided for them and will provide many valuable referrals in the future. THIS NEVER WOULD HAVE BEEN POSSIBLE WERE IT NOT FOR THE AWESOME TRAINING I RECEIVED FROM ADVOCATE FINANCIAL. "
Al & Linda
Independent Agent Team
HAMMOND INDIANA
"When I first started out in Medicare and Final Expense Life sales as a sole proprietor I was working with an FMO agency in Fort Wayne prior to Advocate Financial Services. It was a good firm, nice people but did not provide any training or more importantly operational instructions and marketing insights that would have helped me grow my agency. The results of my first AEP was telling – just a handful of sales, I barely broke even. Not a motivational experience to say the least. There was no reaction from the FMO and a noticeable lack of help in outlining how to grow and maintain my agency moving forward. It seemed to me that they were a conduit for basic products and services for established agencies but little else so if you were me and excited about growing an agency you were pretty much on your own. I received a referral to Advocate from another agent who made it sound like a absolutely essential conversation for me to have. I met Ben and John Becker shortly after receiving the referral and had a very exciting afternoon. It was clear from the start that Advocate was a totally unique FMO – wide product line and a clear business plan to help agents like myself grow and thrive following solid business strategies that were designed for profit and growth. The people are great as well! Beyond great actually, a frequent statement from everyone at Advocate is that they are committed to my success and they back it up with solid help and assistance every step of the way. This AEP I gained 30 new clients and made a handsome profit and now have a new year loaded with opportunity ahead of me! A common adage is that if you give a man a fish you feed him for a day, however, if you teach me to fish you feed him for a lifetime! Advocate Financial makes that kind of a difference for an agent and I heartily recommend them and encourage anyone wanting to grow successfully in this field to call Advocate today!"
Tom
Independent Insurance Agent
INDIANA
" (Advocate) has always been very helpful. I really appreciate all your help. Your help has made my job easy. (Your lead program is) working really well for me. This is going to help me do well in this business."
Vic
Independent Insurance Agent
HOUSTON TEXAS
" John (Becker, Founder) is an amazing man. I've known him for over twenty years. He is always full of energy and ideas, and knows how to implement them. If you're looking for an "advocate" for whatever it is you're doing, look no further than John! "
Jerry Usher
- President of Third Millennium Media
SAN DIEGO CALIFORNIA
" The relationship that I have come know with the staff at Advocate Financial has been outstanding. They have been pivotal to my commitment on providing World Class Service to the customer base that I have developed over the years. They are dedicated in providing you with real world solutions in the ever changing environment of financial service. Their quick quote process and professionalism is what you can expect from the staff at Advocate Financial.
I am proud to have them in my portfolio of business partners, and look forward to a exciting and prosperous future."
Richard
Independent Insurance Agent
FORT WAYNE INDIANA
" I have known and worked with John Becker (Founder) and Advocate Financial since 2003 and have enjoyed my association immensely. John is a fountain of knowledge and a great source for ideas in helping me assist my clients with various financial services and Medicare Advantage plans. John and his staff are always ready to help whether it’s ideas, products, paperwork, or service with their companies. Whatever it has been – they are always willing to help out.
I’ve always appreciated Advocate Financial’s monthly meetings as they’re full of sales ideas we can actually use, product training, CE classes, and usually has company representatives to get to know personally. There’s always things to use in my sales practice. With John, Patty, Ben, Andy, Tim, and company, I’ve always been treated like a family friend and not just another sales agent.
I look forward to many more years working together. "
Rick
Financial Institution Advisor
COLUMBIA CITY INDIANA
" I have had the pleasure of working with Ben Becker (Founder) for several years and have found him to be extremely reliable and detailed in his areas of responsibility. As a business leader, Ben is a true business partner and he utilizes his business knowledge and experience on a consistent basis. Having observed Ben in many situations, he exhibits a caring attitude toward people along with a keen focus on his clients. As a Marketing Officer he has developed multiple ideas and plans that have produced very effective results. "
Darryl
Industry Strategic Management Advisor
BROOKVILLE INDIANA
" Ben (Becker, Founder) is the perfect advocate for the experienced and inexperienced agent looking to gain specific product knowledge in order to market the best products for your clients. "
Connie
- Regional Insurance Company Executive
WARSAW INDIANA
" John Becker (Founder) is an outstanding business person who does an excellent job advocating for his clients, the community, and helping others. I would highly recommend him to anyone seeking insurance, annuities, and retirement program assistance and expertise. He deeply cares for people and goes out of his way to solve problems to make financial matters simple and understandable. He will be an advocate for You! "
Al Grossnickle
- Director of the Gordon Institute for Enterprise Development
WARSAW INDIANA
" John (Becker, Founder) is honest and will give you 120% of his time and efforts, resulting in excellent results. "
John Faylor
- President of Management & Tax Services
FORT WAYNE INDIANA
"John (Becker, Founder) is a man of high integrity. If I had it my way, I would write all of my business through him at Advocate Financial. He is always ready to help when there is a problem and employs a well-rounded staff to assist as well. I can truly say, "My business has grown because of John's influence. "
Dan
Independent Insurance Agent
ANGOLA INDIANA
"I have worked with John (Becker, Founder) for over six years. His leadership with his people is outstanding. He is a man of impeccable character and great vision."
Larry
State Agency Manager, HUMANA
"I entered the Insurance industry to do meaningful work on a part-time basis as a retirement activity. I was blessed to encounter Advocate Financial to help me jumpstart that new career. All the Advocate staff have treated me so well. They found industry leading products, offered the training, including CE, and 1-on-1 help to build my knowledge and confidence. I have become personal friends with all the staff, joined industry groups and attended many professional and charity events with them. John Becker has become one of my very best friends and help guide my life in a new, fulfilling direction. I would highly recommend working with them ."
Jeff
- Independent Agent
FORT WAYNE INDIANA
"Thank you for the great meeting this morning! It was informational, motivational, and well done. As I was filling my partner in tonight from my notes, he made the comment that you really go above and beyond for your agents. Hence...my thank you note. You are quality, all the way! "
Karen
- Independent Agent
FORT WAYNE INDIANA
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