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 Receives Best Places to Work Award in Indiana and Kentucky

Published Tuesday, May 2, 2017

   Best Place to Work Indiana 2017 logo                Best Place to Work Kentucky 2017 logo

WestPoint Financial Group was awarded as one of Indiana's and Kentucky's Best Places to Work on the Medium size company list.

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WestPoint Financial Group Sponsors a Home for Healing

Published Friday, April 28, 2017

WestPoint Financial Group is proud to be a sponsor of Design for a Difference’s Program at The Transformations Center for Healing in Hamilton County!

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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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