950 E State Highway 114
If you are a recent college graduate with a degree in finance seeking a career in Financial Services, Innovative Strategies can provide you with the training and coaching you need to establish a firm foundation for your practice.
If you are looking to launch a second career in financial services, Innovative Strategies can provide the resources you need to make your transition seamless.
Innovative Strategies offers resources and collaboration to help you serve your clients. Take your practice to the next level with our open-architecture broker-dealer, Equity Services, Inc., catalog of life insurance products that include living benefit riders at no additional cost, and advance planning specialists who can help you best serve your clients.
Our values center our work. Every day, we work to make a difference in the lives of our clients and our community.
Our leadership team is dedicated to supporting our agents and advisors. We provide individualized coaching, training and development, and joint work opportunities to help all of our agents reach new heights in their career.
Iron sharpens iron. Our agency has a culture of working together, sharing our talents, and collaborating so that our clients are best served and our agents can continue learn and grow their skills.
We have highly-skilled, experienced agents who specialize in advanced planning, including captive insurance, premium financing, and pension rollovers. If you have a client who needs specialized attention to meet their needs, our highly- qualified team will work with you to best serve them.
Through collaborative work, our specialists will help you learn these advanced strategies so you can further develop your skills and grow as a producer.
Our management team is dedicated to you. Your Managing Director will provide the coaching and training you need to be successful. From one-on-one coaching to group training; on-demand webinars to live conferences, your MD will help connect you with the best resources for your learning style and preferences to help you achieve success.
Our agency cultivates relationships with P&C shops to provide our agents and advisors with ready-made markets to serve.