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CSI Financial Group has built a dedicated team with more than 250 years of combined experience in financial services, insurance, estate planning, wealth management and preservation. When you join the CSI Team, you benefit from our multidisciplinary approach and the extensive experience brought by each specialist. CSI Financial Group is transforming the way insurance agents and financial advisors are supported.

Our Advisor Partner Network sets us apart from every other IMO in the country. We harness the strengths of independent estate and financial planning professionals and connect them with leading-edge innovation and proprietary technology.