Welcome to Crocker Financial LLC

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    No Medical Exam. Living Benefits.

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    Who We Are

    At Crocker Financial, we are committed to helping families, individuals, and small businesses protect what matters most and plan for generations. Based in Kent, Ohio and licensed across multiple states, we partner with Symmetry Financial Group to provide access to more than 30 top-rated insurance carriers. Our specialties include life insurance, mortgage protection, retirement income strategies, final expense planning, and debt elimination programs. As proud members of NAIFA, we hold ourselves to the highest standards of ethics, advocacy, and client-first service.

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    We are Providing The Best Insurance Services

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    Mortgage Protection

    Ensures that your mortgage payments are always met on time, even in the face of unexpected tragedy.

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    Universal Life Insurance

    Provides a depth of coverage that is both flexible and permanent. Tax-deferred benefits, living benefits and protection against the unexpected are all included.

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    Term Life Insurance

    Provides affordable protection, often covering 10-30 years, that provides both long-term clarity and security.

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    Final Expense

    Provides your family peace of mind knowing that funeral or memorial, cremation and burial service expenses will be covered

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    Disability Insurance

    Protects your income in the event of disability. If you or your spouse were injured, and unable to work, what would be your game plan?

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    Critical Illness Insurance

    Protects the funds needed to support you or your loved ones in the event of prolonged illnesses.

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    Retirement Insurance

    Enables you to enjoy the retirement you deserve with a range of financial solutions including annuities and IUL's.

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    SmartStart Insurance

    Creates a foundation of long-term financial security that can create your family's legacy and fund your children's education.

    Mortgage Protection Basics

    Once you qualify, you pay premiums based on your amount of coverage. If you die while the policy is in force, the insurance company provides funds to pay off your mortgage.

    Mortgage protection provides funds to cover an outstanding mortgage balance in the event of your death.

    The main benefit is to protect your family in the event you die with an outstanding mortgage balance. This coverage is also easy to purchase, no physical exam is typically required, and rates are generally affordable. Certain policies also offer a return of premium feature, so if you don't use the benefit, you get your money back.

    Yes! Since so many companies offer this coverage, pricing is competitive and therefore affordable.

    Most plans are offered with simplified underwriting, so you don't always have to pass a medical exam to qualify. If you have a pre-existing condition, this can be a less competitive option to qualify for.

    If you plan to purchase a home, or you're already paying a mortgage, you should have this insurance to ensure you're protected if the unexpected happens.

    We are happy to answer any questions you might have. Get in touch with us.

    What Our Customers Say

    Read what our customers are saying about Crocker Financial Group and our agents.

    Crocker Financial is a proud NAIFA member, representing trusted insurance and financial advisors nationwide
    Proud NAIFA Member – Committed to the highest standards of ethics, professionalism, and client service

    Working With Crocker Financial

    Experience the Crocker Difference

    Best-in-class compensation and incentives

    Industry-leading career choice and opportunity

    Exclusive and diverse lead programs

    Full and part-time opportunities with the ability to work remotely

    Get Started on Your Path Today

    Helpful Resources Experience the Crocker Financial

    IBC

    The Hidden Power of Life Insurance: How the Infinite Banking Concept Builds Generational Wealth

    The Infinite Banking Concept (IBC) turns dividend-paying whole life into a private, tax-advantaged liquidity engine. This expert guide covers how to structure non-MEC policies, maximize PUAs, time policy loans, and integrate ILITs and family-office tactics. You’ll see realistic IRRs, pitfalls to avoid, and three multi-generation scenarios so you can judge whether IBC belongs in your wealth and legacy stack.

    Read More »
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    Life Insurance Considerations for Blended Christian Families: Balancing Love, Responsibility, and Biblical Stewardship

    Life Insurance Considerations for Blended Christian Families Life Insurance Considerations for Blended Christian Families: Balancing Love, Responsibility, and Biblical Stewardship By Matthew Crocker October 6, 2025 Blended Families Blended Christian family prayerfully planning life insurance to ensure all children are protected and provided for Blended Christian families face unique challenges

    Read More »

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