It's All About You

For over 20 years, BAR Financial professionals have been helping investment representatives reach their vision of success by locally supporting them with tools and tangible solutions. Here are some of the benefits that will help secure your business in the future:

  • Ability to increase your personal net worth:
    • Own your book of business
    • No non-compete agreement
  • Freedom and control in providing objective client advice:
    • No proprietary product quotas
    • No production quotas
  • Individual, production driven payout structure:
    • Same schedule on all products
    • No account size differentiation
  • Non-employee status protects you from the risk of:
    • Management changes
    • Corporate mergers/buy-outs
    • Force reduction
    • Office closings
    • Payout restructures
  • Deferred Compensation Program with no strings attached to qualifying individuals:
    • Defer up to 25% of your income to reduce income tax liability
    • Increase your savings
  • Disability Income Program
  • Business Overhead Expense Program
  • Retirement Security Insurance Program
  • Corporate Matching Program
  • Discount Service Programs

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