Serving Financial Professionals for over 100 Years

Milner Financial has been serving Financial Professionals for over 100 years.Show more

We are a Brokerage General Agency connecting agents and advisors to the best carriers to address their client’s needs. Every client is different, and our partnered agents are able to access any product available to fit with their client’s particular needs and goals. It is simply not feasible for an agent to keep up to date with all of the changes around the industry, which is where we come in. We connect agents with solutions using primarily life insurance, annuities, long term care and disability insurance.

One of the services we provide that is unique to Milner Financial is in the impaired risk analysis. We have on staff underwriters who will find the best solution for clients with complicated risks. With over sixty years of combined underwriting experience, our team will present your client with every opportunity to protect themselves, and their families.

We work with financial advisors, insurance agents, financial planners, and registered investment advisors to provide them with the tools, skills, and support network necessary to succeed in the insurance industry.

We understand that an agent’s main focus should be to spend as much time as possible cultivating new client relationships and strengthening current relationships. Our purpose is to make sure that you are able to add value to that client experience in any area that you need to, efficiently and effectively.

Along with marketing support, advanced planning consultation, and back-office assistance, our core services include:
• Life Insurance
• Annuities
• LTC (Long Term Care)
• Underwriting
• Advanced Markets
• Disability

Call us at 877.274.2086 or request details online at: https://bit.ly/3UlhOYP

Milner Financial
922-A Hurricane Shoals Road
Lawrenceville, GA 30043