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Resource Hub

Explore helpful information and resources to keep you current on what’s happening at Concourse and in the wider financial services industry.
Keeping you in the know.
Staying up to date on industry developments and news is essential to strategically growing your business. We’ll help keep you current. Browse our featured case studies, industry resource articles, news, and more.
How to level up your technology in 3 steps
Running your business with the right financial technology can help take you to the next level. Identifying your needs is the first step.
A Concourse Financial Group consultant digitally planning a technology solution for business.
David Perry named CEO of Concourse Financial Group
We’re excited to share with that David Perry has been named Chief Executive Officer of Concourse.
Practice maximization is a team effort
Fuel the success of your practice by focusing on these key potential growth areas.
Two financial professionals smiling and feeling confident about their business.
Human finger holding up domino block from falling.
Getting real about risk—Guiding clients toward a more stable future
Helping your clients feel confident about the future adds value for them—and for you. Here are a few tips for prompting a productive risk conversation.
Welcome to Concourse Financial Group
Get to know what we can do for you.
A representative from Concourse Financial Group welcoming an insurance and financial planning solutions professional into the fold.
Protective Life launches Concourse Financial Group
We're sharing the vision, leadership and capabilities of our unified organization.
Retention starts with firms being honest
Concourse President of Investment Solutions, Libet Anderson, discusses issues that both firms and financial professionals should consider in the recruiting process.
Four advisory changes that go beyond Zoom
What long-term impact will the pandemic have on the financial services landscape? Here are some possibilities.
It’s your vision. We’ll help make it happen.
Contact Concourse Financial Group today to see how our holistic insurance and financial planning solutions can keep your business moving forward.