Our Team Works To Provide Top-Notch Support To Insurance Professionals.
CSI Financial Group is here to simplify and streamline your sales process while providing on-going product support and training. Furthermore, we understand the sales process from an advisor’s perspective because we have also been across the table from Mr. and Mrs. Jones on numerous occasions. With over a quarter century of retail and wholesale experience, CSI Financial Group is dedicated to creating and cultivating a truly beneficial partnership and long-term relationship with advisors that we work with. In other words, it’s clear that we’re established to provide support for insurance and financial professionals.
Partnering with you, the trusted advisor, allows us to hold no allegiance to any one carrier on our platform. In addition to that, CSI Financial Group allows you more options, dedicates more time, attention, and service that is proven to boost your production and speed your sales process. All things considered, you can expect the CSI wholesaler you work with to ensure that you have the best products, support, and resources available in the marketplace today. CSI Financial Group doesn’t get paid until you do so we have a common goal to streamline that process as quickly and efficiently as possible. Therefore, you can rest assured that when partnering with CSI Financial Group, NO ONE will work harder for you before, during and after the sales process.

Consistent Sales Support

For assistance with any products, our customer support team is always available.

Easily Accessible Contracts

Ultimately, your time is money, that’s why our carrier contracts are listed here for quick access.

Readily Available Resources

Increase production as deals close faster with the reliable resources we provide.

Meet Our Team Of Financial Experts

Experienced in finding solutions to help financial advisors better serve their clients, and in advising his own clients on their financial plans, Wilcoxson used this combined knowledge to found CSI Financial Group to revolutionize the advisor/client experience. He believes that affordable, accessible estate planning is one of the most valuable contributions advisors can make to the financial futures and legacies of their valued clients.

EMAIL: Click Here To Email Carter 

Carter Wilcoxson

President, CSI Financial Group

Auchincloss Victor has more than 22 years of experience in financial services. He specializes in strategies for Tax-efficient Income Planning, Wealth Transfer, Estate Planning, Business Succession, and Insurance Planning. A Harvard graduate, Andrew helps advisors provide their clients (and their attorneys and accountants) with complex and comprehensive solutions through succinct yet actionable guidance.  

EMAIL: Click Here To Email Andrew

Andrew Victor

Insurance Specialist, CSI Financial Group

Noell began her career 14 years ago working in a local annuity firm. It was soon realized her skills were better suited in their life insurance department, since then she has work in the IMO, MGA and producer arenas. Her years of service have made her able to specialize in personal insurance, comprehensive business insurance, employee benefits, high risk clients, large/jumbo cases, and premium financing. With an education and background in nursing Noell has the ability to review and understand a client's health concerns making it easier to work with underwriters to receive the best possible offers on all client.

EMAIL: Click Here To Email Noell

 

Noell Holmberb (Mercer)

Director Of Underwriting, CSI Financial Group

Contact Us For Increasing Production & Delivering Better Service To Your Clients!