Windermere Financial is Redefining the FMO Experience
The Services We Offer Set Us Apart
Technology
Every agent gets access to our custom CRM, VoIP phone system with hold music and call recording, a branded website, and powerful automations.
Marketing
Marketing is the backbone of the insurance business. Windermere Financial provides state-of-the-art marketing support via direct mail, online campaigns, and community engagement. Qualifying agents also receive marketing co-op funds.
Support
Every agent has questions from time to time. Our partners get access to concierge support via phone, email, and our exclusive agent portal — so you can get the information you need on demand.
Top Commission
Independent agents work hard and deserve top commissions. Windermere Financial provides all agents with competetive commissions from each of our carrier partners.
We Offer Products From Top Carriers For Your Portfolio
Medicare
- Medicare Advantage
- Medicare Supplements
- Part D Drug Plans
Ancillary Products
- Dental
- Vision
- Hospital Indemnity
Life Insurance
- Term
- Universal (UL/GUL/IUL)
- Whole Life
- Final Expense
Annuities
- Fixed Annuities
- Index Annuities
- MYGAs
- SPIAs
Trusted Experience. Proven Results.
Our leadership team has over 14 years of hands-on experience helping independent agents build successful businesses in the Medicare and insurance market. Now we're focused on building something even better.
Learn More1000+
independent agents served
50+
top-rated carriers represented
24/7
access to support through our community platforms
