Creating Income Streams for Life


408-396-3993

You deserve an organization that not only provides great products and service, but a true partnership dedicated to your success. We have the formula you need. We make growing your business easy. We accomplish this with our cutting-edge sales technology, vast experience and dedicated support. We’ll provide you with new sales opportunities and further your development with valuable training and education.


Dedicated Service: We have key services that provide a critical link to the success of your business, including:


  • Personal Marketing Consultants
  • Personal New Business Specialists
  • Sales & Marketing Systems
  • In-House Underwriting Team
  • Compliance and Suitability Team
  • Advanced Markets Consultants​


Our team provides enhanced solutions to help meet the objectives of our agents and their clients. Our high level of service helps create efficiency, support and success for all of our partners in business.


​​• A true One Stop Shop
• Virtually Unlimited Access to the insurance industry
• We represent 120+ carriers in Life, Annuity, LTC, DI and Group product lines
• Managed carrier sales concepts, incentive programs and industry updates
• Dedicated case design team
• Illustration request turnaround time well below industry average
• In-house underwriting team, case management and advanced marketing department
• Single business day online processing of contracting, applications and illustrations
• Turn-key, customizable reporting to help you manage your business
• Competitive compensation package with deposits ran daily through EFT
• User-friendly informative website
• Innovative technology that is at the leading edge of the industry
• Weekly education and training opportunities
• Online case status to track your business
• Proactive Customer Service for effective follow-up


Whether you are interested in working part-time, full-time, doing personal production, building a team or your own agency - we have a place for you. You can design your own future and have the financial and time freedom you’ve always wanted. With Tobias Financial Solutions you truly are in business for yourself, but not by yourself. Join Us Now


Everything we do begins and ends with our agent’s best interest in mind - let us show you how we can make a difference in your life - and your client’s lives.


For information on how you can join a winning team Contact US  or Schedule an Appointment  to speak to us.