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46Financial partners with INSMAX Insurance Brokerage

46Financial was founded in 2009 to provide financial and risk solutions and to build relationships between advisory, bank, and insurance firms. For the past 15 years, 46Financial has helped their clients thrive in challenging rate environments and economic uncertainty. 

How did 46Financial get its name? When 46Financial was founded, the Board agreed that who they served would not be based on age, but rather on investor behavior, those looking for unique solutions with exceptional benefits or return. After carefully considering the ages and demographics of the national client base they decided that their key client base was the Baby Boomer generation (born between 1946 and 1964). The decision was made to name the company after the first year of the generation, thus 46Financial LLC came to life. 

INSMAX Insurance Brokerage was formed more than 20 years ago to serve financial advisors’ need for objective access to life, annuity, long term care, and disability products. INSMAX represents more than fifty of the top insurance carriers and partners with advisors across the country.  INSMAX has the industry experience that ensures your cases are placed properly and quickly to meet the varying needs of your clients. 

INSMAX Insurance Brokerage, known for its innovative solutions and client-centric approach, will take on the management of 46Financial’s operations. This strategic move aims to combine the expertise of both entities, enhancing the overall quality of services delivered to customers within the bank channel.

With INSMAX’s extensive experience and 46Financial’s specialized knowledge in annuity and long-term care wholesaling, this partnership promises to provide a comprehensive suite of offerings that cater to the diverse needs of clients in the bank channel.

This partnership marks a significant milestone for both INSMAX Insurance Brokerage and 46Financial as they collaborate to achieve new heights of success, expand their reach, and set new benchmarks within the insurance and financial services landscape.


We value your limited time.  Our goal is to take at least one aspect of your client’s strategy off of your plate.  Contact us to see how we can help you.


46 Financial

Partnered with INSMAX Insurance Brokerage.

Literature orders, illustrations and in-depth product information.


Plymouth, MA
King of Prussia, PA

Phone: (617) 279-0046
Fax: (617) 956-5021

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