FINANCIAL ADVISORY

Start Your Practice With Cornerstone

We offer brokers and advisors “best in class” financial planning knowledge and training, as well as access to high quality products, resources, and support to operate as individual business owners with unlimited wealth potential.

Following pre-contract coursework to obtain a life and health insurance license and pass the Series 65 exam, we provide specialized training to equip financial advisors to serve our clients in the development, implementation, and monitoring of their financial plans.

CFP® – Certified Financial Planning coursework

CLU – Chartered Life Underwriter coursework

ChFC – Chartered Financial Consultant coursework

Mentoring/coaching by experienced advisors including joint work collaboration

Continuing education and training

What our financial advisors are saying…

The team at Cornerstone has outstanding industry contacts and can handle any case.

—Bob Berk
Florida Financial Insurance Group

Since joining the network seven years ago, Cornerstone has helped me open doors that I couldn’t budge myself. While I considered myself successful, I was thrilled to see my annual income quadruple.

—Eric Offenbacker
Financial Advisor

Cornerstone has been very helpful in all my cases, from underwriting to issuance and follow-up. I know I can get great service any time I submit a case.

—Gary Wolf
Financial Advisor

I’ve worked with numerous financial professionals and firms over the course of my career, and after 40 years in the industry, I can say there’s a reason I choose to represent Cornerstone. As a company and a culture, Cornerstone has given me the freedom and empowerment to deliver an unprecedented level of service to my clients—just one of many reasons I look forward to doing what I do every day.

Daniel B. Cunningham
ChFC®, CLU®, LUTCF®

My daughter and I decided to launch into the insurance arena 3 years ago. The insurance world was new for both of us. We were fortunate to cross paths with Cornerstone! They have been a true partner and mentor to our insurance business. Experience is critical. And when you need a group with insurance expertise, Cornerstone can help you be successful even when you are first out of the gate.

Gary Harris
Financial Advisor

I have been affiliated with Cornerstone for 15 years. They have truly become a family to me. To have an independent structure for me to run my business and have full product and marketing support has been huge. The camaraderie has been invaluable through the years benefiting me with extensive study groups, special projects, and lifelong friendships. Having an approachable, responsive, and caring organization has provided me with a true sense of belonging.

Alton Howell
CLU©, ChFC©, President of Cornerstone Brokerage Services

My experience with the Cornerstone men and women has been profitable, rewarding, and enjoyable. I have truly appreciated their honesty, integrity, and fairness in all my dealings with everyone in the group. I trust them, and I respect them.

Wayne Weaver
TFP Funding Partners, LLC

Cornerstone’s expertise and relationships with carriers has allowed us to be able to learn and offer more products to our clients to better assist them and their needs. The team at Cornerstone is very hands on and so easy to work with. We are very grateful to have such an amazing resource in Cornerstone!

Lauren Harris
Financial Advisor

Cornerstone makes it easy to do business. The firm’s unique partnerships and alliances enable us to bring tailor-made solutions to our clients that incorporate their whole financial picture, from their business goals to their personal aspirations. Cornerstone’s approach has changed my life as a financial planner.

Bobby Parks
RICP®

Your dream career is here.

Work in finance, change lives.
Really.