On January 1, 2019, Marketing Group joined forces with Level Four Insurance Agency, a division of Carr Riggs & Ingram Capital, LLC. This acquisition will serve to further the mission of Level Four Insurance Agency by increasing the opportunity to grow and serve their clients, providing additional life insurance services, and offering targeted support for increased market penetration.
Marketing Group has been dedicated to the Life Brokerage business for over 40 years. The firm has earned a reputation of working closely with its partners and helping to grow business in an organic manner. They are proud to be known as the group to call to get even the most difficult cases placed.
Marketing Group, now Level Four Insurance Agency, will remain in their office, west of I-35, in Fort Worth, TX. Harvey Yoder will continue to lead his staff in a direction that will best serve and support their valuable relationships.
Level Four Advisory Services & Level Four Insurance Agency
Level Four encompasses an array of experienced financial service business partners who are dedicated to serving the accounting and financial advisory professions. Their vision is to change the way financial advice is delivered. They provide accounting firms, sole practitioners, insurance agents and financial advisors with the tools necessary to maximize their potentials in the financial services marketplace. The Level Four model enables firms and individuals to systematically achieve the model of a multidisciplinary practice.
The comprehensive Level Four model encourages financial professionals from varying and specialized backgrounds to cohesively work as a team. The team approach allows advisors to efficiently focus on growing their business. It also ensures that clients receive focused financial advice from specialists in the area of: 401K, Retirement Planning, Financial Planning, Estate Planning, Asset Management, and Wealth Management. Additionally, the Level Four Insurance team is comprised of many professionals with specialized expertise in Small Business Planning, Life Insurance, Retirement Income, Annuities, and Medicare.
The integration of these firms will significantly enhance the ability to serve the growing needs of producers and financial advisors, for the ultimate benefit of their clients.