Brokerage

The WestPoint Brokerage team provides interactive support, high-quality insurance products and the stability of a financially strong company. Whether it is executive benefits, *estate planning or a simple individual proposal, you can count on us to help meet your clients’ needs.

Our brokerage team is ready to assist you with all your needs to help create the right strategy for your client. We will assist with illustration support, proposals and product information. Call us for a Life, Disability Income or Long Term Care Insurance illustration today. Our team has over 30 years of combined insurance experience. Our knowledge of our products and understanding of the unique needs of our clients help us put together the right strategy to help your clients address their needs.

To learn more about the WestPoint Financial Group brokerage team, please visit here.

*Estate Planning services are provided working together with your Estate Planning Attorney, Tax Attorney and/or CPA.  Consult them for specific advice on legal and tax matters.

Our Brokerage Team:
Joe Cerda, Brokerage Director
Ray Parman, Brokerage Director
Chris Slevin, Brokerage Director
Susan Jaeger, New Business Coordinator


 

Featured News

WestPoint Financial Group has made the 2016 Best Places to Work in Indiana finalist list!

Published Tuesday, February 16, 2016

(Tuesday, February 16, 2016) WestPoint Financial Group is has been selected as one of the Best Places to work in Indiana for 2016.

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WestPoint Hosts a Night at the Haunted House at the Children's Museum

Published Thursday, October 16, 2014

 

 

 

 

 

 


(Thursday, October 16, 2014) – WestPoint Financial Group, hosted its 4th annual Night at the Haunted House this past October

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WPFG Sponsors BarnRaisers Charity Golf Tournament

Published Monday, September 22, 2014


(Monday September, 22, 2014) WestPoint Financial Group served as the Title Sponsor for the 3rd Annual BarnRaisers Charity Golf Tournament held at Wolf Run Golf Course in Zionsville, IN.

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