Skip to content

A deeper commitment to your growth

Everything you need, all in one place

We specialize in insurance protection, risk management, and supporting financial professionals. By doing so, we can assist you in helping your clients protect their families and wealth.

Solutions that will help you meet your clients’ needs and your need for business growth

1. Life insurance

2. Annuity

3. Long term care & disability

4. Advanced estate & business planning

5. Impaired risk underwriting

6. Point-of-sale

Let’s work together

to chart a clear path forward for your clients’ protection goals.

The Concourse Story

Big company backing, BOUTIQUE SERVICE

We have the experience and scale to meet a range of needs from the simplest to the most complex, all while delivering personalized attention.

Data security

We safeguard client information with dedicated IT security to oversee our infrastructure. Our third-party vendors must be HIPAA compliant. And we carefully assess their security systems.

Technology and tools

Our website provides access to a variety of business processing and consulting tools, as well as educational resources that focus on specific risk management concepts.

Carrier due diligence

We only represent “A” rated carriers or above through our institutional relationships.

Operational efficiency

Processing efficiency is ensured with technology that provides audit capability and analysis to continually improve and elevate our service levels.

Business continuity

Our documented continuity plan includes technology and operational processes that safeguard your consistent support.

Contact Us

2801 US Highway 280 S
Birmingham, AL 35223

Have feedback to share? Please email

Work With Us

Call us at 800-876-3950 and ask for the on-boarding team to discuss innovative solutions for all your insurance brokerage needs!

Insurance and Annuities are: Not a Deposit | Not Insured by any Federal Government Agency | Have no Bank or Credit Union Guarantee | Not FDIC/NCUA Insured | May Lose Value

Concourse Financial Group Agency is a division of Concourse Financial Group. Disclosure: When you visit Concourse Financial Group websites, we may collect personal information from you via your browser or device, or through the use of cookies, analytics tools, and other technologies. Privacy Policy. Designed by Apis Productions