With over 60 years of empowering advisors and giving clients financial freedom, we invite you to become a part of our legacy by creating your own. They allow me to spend time in other important areas of my business. So much success comes from being able to delegate. My partnership with Milner gives me more time to focus on the really important things in my business.
Services
We are a Brokerage General Agency connecting agents and advisors to the best carriers to address their client's needs. Every client is different, and our partnered agents are able to access any product available to fit with their client's particular needs and goals. It is simply not feasible for an agent to keep up to date with all of the changes around the industry, which is where we come in. We connect agents with solutions using primarily life insurance, annuities, long term care and disability insurance.
At The Milner Group we take pride in our ability to adapt to the current environment and provide our agents with everything they need to succeed including embracing the importance of offering a virtual solution to all our agent and client needs. Working together as your insurance resource, we'll help you add value to your client experience without leaving your office.
At The Milner Group, our mission is to help advisors streamline their business and provide the most favorable options to their clients. That's why we've spent the last 6 decades building a legacy as one of the nation's top life insurance brokerage agencies. Our agency relationship with the Milner Group has transformed how we approach the life business. The Milner Group is not only an asset to how we do business, we truly consider them a trusted partner in our success and the success of our clients.
The elite advisors that partner with The Milner Group are dedicated to ensuring their clients receive the best solutions for their unique situations. We provide personalized recommendations from a comprehensive product portfolio. Our priority is keeping Milner advisors at the forefront of an ever-evolving industry through education on new products, strategies, and regulations. As a proud member of the National Association of Fixed Annuities (NAFA) and LIBRA, we are not only active in the annuity realm, but key innovators.
Reviews (9)
A. D.
Apr 27, 2022
Roberta Weinman
Feb 24, 2020
I recently used the Milner Group for several cases. While I thought that Kandi Williams was capable and helpful, I was very unimpressed by the other staff members. First, I did not find that they were very proactive in processing my cases with the carriers. I had to continually request updates related to medical records and interviews. Most agents understand the need to expedite records, etc., to help ensure that nothing occurs that would impact underwriting and result in an adverse decision. Secondly, I found some of the staff--specifically Lisa Crabtree and Susan Hughes--rude, condescending, and unpleasant.
I would not recommend the Milner Group for agents seeking to place business. There are many professional and capable brokerages from which to choose for our clients. This is in response to the Milner Group's comments. I also worked extremely diligently for the brokerage, bringing in numerous cases over a short period of time. My comments still stand, especially with regard to specific staff members and their condescending and disrespectful attitude toward me.
I strongly suggest that these staff members learn how to behave toward producers in the field who are hard-working and who are doing their best to ensure that both they and their clients receive excellent service, especially when these clients need to protect their families and finances with life or long-term care insurance. I know that my hundreds of clients in four different states appreciate my efforts for them. Again, I would never recommend the Milner Group as a brokerage for producers.
I would not recommend the Milner Group for agents seeking to place business. There are many professional and capable brokerages from which to choose for our clients. This is in response to the Milner Group's comments. I also worked extremely diligently for the brokerage, bringing in numerous cases over a short period of time. My comments still stand, especially with regard to specific staff members and their condescending and disrespectful attitude toward me.
I strongly suggest that these staff members learn how to behave toward producers in the field who are hard-working and who are doing their best to ensure that both they and their clients receive excellent service, especially when these clients need to protect their families and finances with life or long-term care insurance. I know that my hundreds of clients in four different states appreciate my efforts for them. Again, I would never recommend the Milner Group as a brokerage for producers.
Larry Freudenberg
Jan 03, 2019
Abby Ossege
Dec 19, 2018
Terri Potter
Jan 01, 2018
The knowledgeable team at Milner has provided me with valuable help for the past 18 years. I have turned to them for help with Life insurance, Annuities, Disability and Long Term Care policies. No matter which department I deal with, I have gotten prompt quotes back when requested and helpful answers to my questions. With The Milner Group backing me up I am confident that I am providing my clients with the best solutions in the market to meet their needs. Bottom line, The Milner Group makes me, the agent, look good!
Smith Kids
May 24, 2017
Nicholas M.
May 19, 2017
Brian Vfi
Nov 05, 2016
Melton R.
Feb 03, 2016
This business is going downhill each generation. I've learned over time to not associate with a business that is 3rd generation or more. The second generation seems to take it to a new level, but from there the qualify, character start to suffer. Shane Milner is a smooth young man, but he's better off selling this business than trying to maintain it. There are some missing screws with the details and that's starting to affect customers.
