Helping Financial Advisors Grow... and Belong
You don’t have to be one of many.
Become one of us — at Tarkenton Financial.
Built on Partnerships, Defined by Purpose
We believe strong relationships build stronger businesses. For more than two decades, Tarkenton Financial has partnered with independent financial advisors to help them grow the annuity and life insurance side of their practice with confidence, combining the experience of a proven team with the personal connection of a family-led firm.
Together, we bring structure, insights, and support to help you thrive and reward your success.
Our Core Products
Annuities
Secure Growth & Lifetime Income
Help clients retire with confidence and guaranteed income
Premium Finance
Strategic Funding & Amplified Benefits
Unlock opportunities for high-net-worth clients
Programs that Power Your Growth
Retire Ready Workshops
Meet more qualified prospects with a proven workshop system designed to spark real conversations and real appointments.
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Mentorship Program
Strengthen your skills and elevate your results with personalized coaching from a top-performing advisor.
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Videos
Bring your message to life and connect faster through polished, professional videos.
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Website Development
Elevate your online presence with a website tailored to your strengths and your story.
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In-Force Policy Program
Turn your existing book of business into new opportunities with a streamlined review of your clients’ in-force annuity policies.
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Advanced Markets Consulting
Access specialized insight from a nationally recognized consultant to help you navigate high-stakes, multi-layered financial questions.
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Journey Guide Planning Software
Create complete retirement income plans in minutes with intuitive visuals that help clients understand their options clearly.
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Lead Generation
Fill your pipeline with qualified, high-intent prospects through targeted digital advertising and automated outreach.
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Real Partnerships.
Real Results. Real Stories.
“Working with Tarkenton has been a game-changer for my practice. I’ve uncovered millions in assets thanks to their marketing.”
Morris – Memphis, TN
“My practice took off in a positive way I could never have imagined.”
Larry – Worcester, MA
“It is hard to find folks more ready to help make sure I am successful; their team goes above and beyond for me every day.”
Wayne – Augusta, GA
“My clients need guarantees they don’t have to worry about, and my Tarkenton team helps me incorporate that into every plan I create.”
Norm – Phoenix, AZ
Common Questions
From Advisors Like You
We provide personalized case design guidance, access to highly rated annuity and life insurance carriers, marketing tools, software, and operational support to help independent financial advisors grow their business while staying focused on their clients. We also believe it is important to celebrate and reward our advisors’ success, including through incentive trips, marketing reinvestments, unique experiences, and more. Working with us is an experience you’ll never forget!
As we often say, you’re not one of many, you’re one of us. We combine the resources and results of large IMOs with the care of a personal partner. That means you get real people, real support, and marketing solutions to help you grow your way. It adds up to an organization where advisors want to stay and continue working with us year after year.
We offer a full set of marketing strategies, from workshops and mentorship to digital marketing and video production. Everything we do is built to make your business stronger and help you reach more clients.
Reach out through our Join Us page to connect with one of our experienced marketers. We’ll learn about your goals and help you decide if Tarkenton Financial is the right fit.
We’re headquartered in Atlanta, Georgia, and partner with advisors across the United States.