Clarke Financial Group, Inc.

Financial ServicesCalifornia, United States11-50 Employees

empowering financial institutions to help people PLAN the lives they want

At Clarke, our mission is straightforward. We find ways for banks, broker-dealers, credit unions, and producer groups to offer Annuity, Long-Term Care, and Life Insurance programs more effectively. Our difference? We create and support customized institutional solutions with an advisor focus. After all, advisors engage with people planning for their futures. When an advisor successfully identifies the right solutions to maximize a customer’s wealth, everyone wins. Empowerment means providing profitability on every level — peace of mind and prosperity for the customer, income for the advisor, and most importantly, more assets under management for those we serve.

How do we empower? Every client receives Clarke Select, our solid wholesaling platform with value-added services.  This includes personalized attention, approved marketing collateral, advisor sales training, case management, contracting support, and 24/7 login access to our cutting-edge website. For financial institutions wanting to enhance their annuity, long-term care (LTC) and insurance marketing efforts with profitability strategies, we provide Clarke Comprehensive, our fully integrated back office service.  As experts in financial institution marketing, we provide neutral advice via Clarke Consulting. To learn more, visit www.CFGroup.com.

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