Charter Coalition

  •  Affordable User License
  • Recognition at www.AssessBEST.com
  • IMO Appointed Agents & Advisors Get 20% Subscription Discount
  • Administrative Portal Access (depending on firm’s privacy clearance)
  • View Your Advisor's Profiles
  • Supervise & Authorize Product Solutions
  • Upload Disclosures and Suitability Forms
  • Conduct Compensation Benchmarking
  • Audit Reports on Your Advisor's Recommendations
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Select your member below and fill out the form to get started! If you don’t see your IMO/RIA/BD listed, please call 480-470-BEST (2378).


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CELEBRATING 31 YEARS OF SERVICE AND SUPPORT TO AGENTS NATIONWIDE!
Brokerage-USA was founded by Steve Dabbs.
OUR MISSION
Brokerage USA's mission is to provide the training and tools needed to Insurance Professionals in order to gain financial success through relationship based referral marketing.