Jordan & Jordan Associates is the best solution to your financial institution’s insurance/investment needs.  Since 1991, we have been helping financial service organizations (banks, credit unions, insurance companies, broker/dealers, and independent agencies) design full service insurance/investment programs for their customers, members, clients.

Our size allows us to focus specifically on your needs from project inception through implementation to project completion.  We offer no-nonsense, hands-on, tactical guidance every step of the way, not only supplying the roadmap, but also making the journey along with you to ensure your success.




Jordan & Jordan has been instrumental in the establishment of joint-venture, third-party, and “de novo” financial institution agency arrangements.  J&J’s customized programs focus on the complete fulfillment of customer needs by utilizing life, annuity, property, casualty, and specialty products.  Our programs incorporate both face-to-face and non-rep methods (i.e. Internet, Call Centers, Direct Response, ATM’s, and Kiosks).