Check Out Current Carrier Ratings
For advisors in our client family, we provide a customized Advisor Portal Dashboard. It only displays information that is relevant to you and your business. Not only does it show your license number for the carriers that you are approved to market, it also has current carrier overviews and ratings. Learn how A.M. Best Company, Moody’s, and Standard and Poor’s have ranked your insurers. You can also tap Advisor Portal for product brochures, training materials and appointment forms.
Carrier ratings are available on Advisor Portal 24/7 with an authentication login. Your bank, credit union, broker-dealer, or producer group should have provided the login to you directly. If they didn’t, send us an email or call us at 844.CFG.PLAN (844.234.7526), and we’ll promptly provide one to you.