Decades of Real-Life Experience and Repeated Success
We have developed a process that allows agents at any level of experience in their insurance career to operate in the advanced markets arena with a high level of professional and institutional credibility and success.
All Turtle Creek Associates are Independent Agents.
Turtle Creek Financial Group Associate Advantages
- Top Producer Comp Contract
- Weekly Annualized Advanced Commissions
- 20% Bonus Comp
- MEC Level & Above Commissionable Target Premiums
- Rolling Commissionable Target Premiums
- Turnkey New Business Processing – Follow up & Policy Issue
- We will process your apps for you and follow up as needed on APS & Exams so you can be out in the field securing your next case!
- Agency Training & Development
- Weekly Products, Planning, Practices and Practice Management
- Mentoring from Top MDRT Veteran Agents for New Associates
- TCFG Marketing Programs, Prospecting and Sales Strategies
- Language for Phone, Face to Face & Introductions
- Strategies & Expert Case Support
- Proprietary Business & Personal Planning Platforms
Case Opening Language, Case Design & Presentation Resources - Value Builder Business Owner Valuation & Analysis System
- MEDWealth Advisors Asset Protection Planning for M.D.s,Business Owners & Professionals
- Industry Leading IUL & FIA Portfolio
Why Turtle Creek?
Watch this video to learn more about Turtle Creek Financial Group and how we support our agents.
Ready for a Career Change? Complete the Form to Learn More
Our Independent Producers Recognize the Value of Being Part of a Team providing;
- A Comprehensive Back Office Support System
(We process and track your business) - A Proven Marketing & Client Building Process
- A Problem-Solving Approach to Prospecting
- Advanced Client Solutions and Sales Support
- Veteran MDRT Life Member Personal Coaching
- Institutional Branding Credibility
- A Comprehensive, Top Shelf Product Portfolio
- Top Compensation with Annualized Commissions
- “One Touch” web-based Client Cultivation Messaging & Videos
- And are Willing to Commit to Following Guidance to Meet Their minimum goals of $10,000. to $15,000. + Monthly Income and more
Industry Leading Annuities
- Immediate Income Annuities
- Deferred Income Annuities
- LTCi Annuity
- Accumulation Fixed Indexed Annuities – No Fees
- Estate Distribution Indexed Annuities
Industry Leading Life Insurance Contracts
- Indexed Universal Life
- Whole Life
- Term Life
Turtle Creek Brokerage Services
- Comprehensive In-House Life Brokerage – 60+ respected carriers
TCFG Producer Contract
Top “Hard Dollar” Compensation plus:
- Weekly Annualized Commissions*
- *MEC Level Target Premiums*
- Rolling Commissionable Target Premiums
Other Support
- Advance Markets Support – Attorneys & Systems
- Business & Personal Planning Software & Support provided at no charge
Turtle Creek builds better and more professional agents
I have been in this business for over 20 years and have worked with different agencies. I began working with Turtle Creek in 2008 and quickly knew they were different. Their agent training is outstanding. Training in prospecting, using presentation tools and their unique, in-house, tools that can help any agent elevate their practice. Turtle Creek is built to assist the agent to be a better and more professional agent.
Ray Croff
President, Mobius Financial Advisors
Agent Resources
Marketing, Education, and Prospecting Resources Available to Our Agents
- All
- Business Planning
- Calculator
- Estate Planning
- Retirement Strategies
403(b) Plans
Section 403(b) Plans (Tax-Deferred or Tax-Sheltered Annuity Plans) What Is a Section 403(b) Plan? There are…
Business Owner Concerns & Obstacles
We specialize in helping business owners harness the earning potential of their enterprises to create…
Businessopia
In this video, Turtle Creek Financial Group highlights their expertise in supporting Managing Owners. Discover…
Coordinated Retirement Income Strategy (CRIS)
The Coordinated Retirement Income Strategy (CRIS) is presented as a potential solution for Americans concerned…
Depletion of Estate by Taxes & Costs
What’s Meant by Estate Depletion? The estates people leave for their heirs at death can…
Disability Insurance
What Is Disability Income Insurance? Disability income insurance provides an income for an insured individual…
Employee Retention/Key Person
Every business operating today has key people that help it remain successful and profitable. Although…
Executive Bonus Plan
Executive bonus plans can provide key executives significant benefits on a tax-deductible basis for the…
Financial Analysis for Estate Planning
Learn what is typically involved in financial analysis as part of a wealth management plan….
IRA & 401K
IRA What is the best accumulation vehicle to help supplement your retirement? Depends …Depends on…
Life Insurance
What Needs Can Life Insurance Fulfill? When an individual dies, life insurance becomes an instant…
Life Insurance Trust
What Is an Irrevocable Life Insurance Trust? An irrevocable trust is a trust in which…
Long Term Care
What Is Long-Term Care? “Long-term care” refers to medical caregiving services provided as a result…
Marital Deduction
What is the Marital Deduction? The marital deduction allows property to be transferred between spouses—either…
Minimize Transfer Tax
What Are Transfer Taxes? Estate taxes are levied against an individual’s estate at death. The…
Non-Qualified Deferred Compensation
A well-designed non-qualified deferred compensation plan can provide attractive supplemental retirement benefits to executives who…
Outlining the Problem
Learn about the challenges business owners face if they plan to sell their business.
Role of the Insurance Broker in Exit Planning
Learn how our insurance specialists can assist in exit planning.
Simplified Employee Pensions (SEP)
Simplified employee pension IRAs (commonly referred to as SEPs) allow employers to establish and fund…
Social Security Maximization
When Should I Apply? There are a number of factors to consider when deciding including:…
STOP – Solve the Owner’s Problems
Discover the importance of exit planning for business owners in this eye-opening video. Turtle Creek…