Dreamstone Financial

Dreamstone Financial is a leading distributor of financial products in the insurance industry, bringing accessible marketing solutions, back-office support to financial advisors and insurance agents At Dreamstone, we believe in four key principles of support for our partners. Technology, Operations, Marketing and most importantly relationships. Following those core principles allows us to have a broad range of opportunity. 1. Technology Our bedrock of support, through our sister company Agatha Global Tech, LLC, we offer the best in technology support. Our process allows our agents and financial advisors to flow through the annuity sales process. 2. Operations Through a streamlined straight-through-processing design, Dreamstone Financial will partner with our insurance agents and financial advisors through technology that will optimize their experience and ensure effectiveness for the client’s experience. 3.Marketing Absolutely turn-key marketing solutions that provide our insurance agents and financial advisors a start to finish experience, all built around our state-of-the-art software, Annuities Genius. We partner with our insurance producers to place them in front of more clients, allow them to effectively present their solutions through our technology services and submit their business their most effective way possible. 4. Relationships Dreamstone Financial is dedicated to building a community built around our plethora of services, solutions, etc. We value our relationships, and our goal is to bring you, your practice, and your clients into our family.

网站

https://dreamstonefinancial.com/

Dreamstone Financial的外部链接

所属行业

金融服务

规模

11-50 人

总部

Laguna Hills，CA

类型

私人持股

创立

2021