SERVING THE INDEPENDENT INSURANCE & FINANCIAL PROFESSIONAL RUN A QUOTE LET US HELP YOU GROW YOUR BUSINESS LIFE • ANNUITIES • LONG TERM CARE • DISABILITY • LIFE SETTLEMENTS First Summit Financial is a national marketing organization who specializes in serving the independent insurance and financial professional. Our goal is to help you grow your business and increase revenue. Let’s build a better tomorrow together! CASE CONSULTATION CASE DESIGN & IMPLEMENTATION Life Universal Life Individual Life Survivorship Life Term Life Interest Sensitive Whole Life Traditional Whole Life Unisex Pension Whole Life Unisex Pension Participating Universal Life Payroll Deduction Life FED and Military Payroll Deduction Simplified Issue to $250,000 Annuities Long Term Care Disability Life Settlements Securities VIEW ALL CARRIER AFFILIATIONS LEARN MORE Please complete the brief form at the right to learn more. First Name Last Name Company Email Phone SEND NOW RUN A QUOTE SECURITIES OFFERED THROUGH CONCOURSE FINANCIAL GROUP SECURITIES, INC. (CFGS), MEMBER FINRA/SIPC. ADVISORY SERVICES OFFERED THROUGH CONCOURSE FINANCIAL GROUP ADVISORS, A DBA FOR CFGS, A REGISTERED INVESTMENT ADVISOR. FIRST SUMMIT FINANCIAL IS INDEPENDENT OF CONCOURSE FINANCIAL GROUP SECURITIES, INC. First Summit Financial 2207 Eastchester Drive, Ste. 103 High Point, NC 27265 407-878-3854

ABOUT US First Summit Financial is a national marketing organization staffed with professionals who service producers, financial professionals, general agents, and marketing organizations. Bill Pickering, founder, president, and CEO brings over 40 years of management experience. In addition, he is a life and qualifying member of the Million Dollar Round Table. Bill is also a registered representative, licensed in all 50 states to offer securities products through Concourse Financial Group Securities, Inc. member FINRA / SIPC. AWARDS 2009 American Award from Lincoln Financial Group Life Qualifying member of the Million Dollar Round Table EXECUTIVE LEADERSHIP TEAM BILL PICKERING Founder & President billpickering@firstsummitfinancial.com REED PICKERING Vice President Marketing & OSJ reedpickering@firstsummitfinancial.com Reed.Pickering@ConcoursePro.com LORAINE BERNARD Business Development Director loraine@firstsummitfinancial.com CARLOS REED Nashville Branch OSJ Creed@ConcoursePro.com SCOTT SEXTON Disability & Long Term Care Director scottsexton@firstsummitfinancial.com For other inquiries and staff contacts, visit the Contact Us page. RUN A QUOTE SECURITIES OFFERED THROUGH CONCOURSE FINANCIAL GROUP SECURITIES, INC. (CFGS), MEMBER FINRA/SIPC. ADVISORY SERVICES OFFERED THROUGH CONCOURSE FINANCIAL GROUP ADVISORS, A DBA FOR CFGS, A REGISTERED INVESTMENT ADVISOR. FIRST SUMMIT FINANCIAL IS INDEPENDENT OF CONCOURSE FINANCIAL GROUP SECURITIES, INC. First Summit Financial 2207 Eastchester Drive, Ste. 103 High Point, NC 27265 407-878-3854