Our clients have come to us explicitly by referral. We do no active soliciting or marketing of our services. The partnerships we form with our clients is the best marketing we can do!

Some of those we have helped reach and exceed their business goals are:

• AG Edwards
• Hartford Mutual Funds
• Genworth Financial
• ING Retirement Plans
• John Hancock Annuities
• John Hancock Retirement Plans
• Lincoln Retirement Plans
• NFP
• Northwestern Mutual Financial Network
• Texas Horse Talk Magazine
• Recruiters
• Various Financial Advisors
• Various Third Party Administrators

"My schedulers are more than schedulers; they are part of my team. My team has helped me take my business to the next level and my territory has experienced tremendous growth."
– Bo Barrett, John Hancock Annuities


"My scheduler has helped me tremendously and is really a part of my team. She does her best to keep my funnel full so I can make sales and keep growing my territory. "
– Shane Gentry, Genworth Financial Asset Management


“Corporate Concierges Unlimited has helped my territory become one of the fastest growing territories in the country. Great communication and a real desire to help me meet and exceed my business goals are just some of their strengths.”
– Marshall Gammon, John Hancock Annuities