First Summit Financial is a well established, national organization, providing comprehensive services and support to independent producers, general agents, marketing organizations, trusted advisors, and other professionals in the insurance and financial services industries.
Recognizing the importance of providing complete financial services, First Summit Financial represents many of the nation’s highest rated, financially sound insurance companies.
We strive to maintain leading-edge concepts to provide successful solutions for all insurance and financial services needs, including Case Consultation, Case Design and Implementation, Complete Software and Proposal Support, Advanced Sales Support, Business Continuation Planning, Executive Compensation and Employee Benefits, Qualified Plans, Small Business Retirement Planning, Wealth Accumulation, Estate Tax Analysis, Qualified Plan Distribution Analysis, and more
Our growth, reputation, and many successes over almost 30 years, have enabled us to invest in the highest caliber professionals and technologies – allowing us to serve our clients effectively and efficiently as an industry leader.
After almost 30 successful years in business, we recognize the critical importance and advantages of working with an elite group of experienced professional organizations such as Peloton. First Summit enjoys the powerful synergy of shared market intelligence, ideas, collaboration, and best practices.
For more information about First Summit Financial, please visit our Web site at www.firstsummitfinancial.com
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