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Welcome to Blue Mountain Financial

 Overcoming tomorrow’s obstacles today

Blue Mountain Financial, is a leading Final Expense Marketing Organization located in Hickory, NC. We provide you with effective tools, winning products, and unmatched capabilities, propelling you towards financial success and fulfilling career excellence. As a relationship driven agency, we are completely committed to your success. You’ll enjoy working with a local team of agents who help each other succeed.

Blue Mountain Financial is made up of accomplished agents who have built the agency’s success on years of patient, hard work, building a solid book of business one satisfied client at a time. You get the benefit of our years of effort, experience and process refinement, distilled down into proven methods for growing your career and achieving your goals. If you like the idea of being successful selling Final Expense, whether you are in the Greater Hickory, NC area-or in any other region-look no further. To Join our Team Contact Us. We will provide you with proven, old-school sales skills that will ensure and income for life and a career you can be proud of. There is simply no better way for you to achieve your personal goals that to do it with Blue Mountain Financial. We look forward to working with you.

Testimonials

What Our Agents Are Saying

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    • I’ll be the first to admit when it comes to insurance, I’ve been the proverbial jack of all trades and master of none. In the past I’ve tried selling Med Supps, LTC, Life, Health…..just about anything to make a living, and barely. However since joining Blue Mountain Financial and putting all of my focus into […]

      —LG, Conover, NC

    • After working in the insurance industry for many years, I am more enthusiastic about teaming up with Blue Mountain Financial, than any other opportunity I have ever had. You can tell the company is in it to build long-term relationships, not just to be another revolving door where agents come and go. Not only are […]

      —DL, Lincolnton, NC

    • I’ve got to say I love the BMF Pitch Book. It has give me a way to methodically sale Final Expense in a way that seniors understand and appreciate. They don’t feel like they’re being sold and I don’t feel like am selling, and at the end of each appointment both I and the client […]

      —CA, Newport, TN

    • You know what I have learned most by working with BMF….no one is going to make me successful but me. I know it sounds elementary, but after being around a group of guys that really go out there and make it happen, I’ve realized that I could be doing more. No more short cuts or […]

      —ML, Hickory, NC

    • Matthew Strickland at Blue Mountain Financial is the best sales trainer and manager I’ve ever had the good fortune to work with. I’m a partner for life, no pun intended!

      —DK, Galax, VA

    • If you’re looking for a place to hang you hat, you couldn’t find a better place. I really like the tight knit group of agents here, it feels like I’m in college again. It’s entertaining hanging out with each other and the occasional meetings are never boring. We’re all in the same boat together, so […]

      —TM, Morganton, NC

    • It feels great being out here, helping people and making money at the same time. I’m meeting new people daily and building a foundation within these communities that will insure my long term success as the local “insurance lady.” I also really like the flexibility I have with my hours, I keep myself accountable to […]

      —CC, Cherryville, NC

    • I have been selling life insurance for 15 years. I’ve experienced my share of challenges. There have been ups and downs. Now I sell Final Expense, and everything has changed. My sales calls last about 2 hours, my pitch is perfect, and I’m happy with my income. Thanks Blue Mountain Financial, I couldn’t have done […]

      —BG, Candler, NC

    • I have realized that the old way of selling insurance still works. At the end of the day, you need to meet with people and solve problems for them. Then you can cultivate them into referral sources. If you become involved in the local community you can turn the community into a referral source as […]

      —PC, Cullowee, NC

    • The Final Expense market is exploding, but it wasn’t until I connected with BMF that I was able to capitalize on it. They not only taught me everything I need to know to sell Final Expense successfully, but they provide direct personal support whenever I need it. I’m happy with the direction I’m headed now […]

      —GS, Greenville, SC

    • I have successfully sold life insurance for the past 20 years and have hated every minute of it. The long sales process, the changing products, difficult underwriting, and the competition have all made it a challenge. Yes, I’ve been successful. And yes, I’ve worked hard to do it. And then I heard about Final Expense […]

      —CD, Edneyville, NC

    • I’ve found that selling Final Expense is one of the best ways to make a living in the insurance business. It’s an easy process to master, and if it’s presented right, just about sells itself. I finally believe that the insurance business is the right career for me. Before I found Final Expense and Blue […]

      —MW, Lexington, NC

    • Other organizations make claims about teamwork, the folks at Blue Mountain Financial actually do exactly what they say. They provided me with all of the tools I needed to be successful. But more importantly, they are there with me, every step of the way, providing whatever help and assistance I need. They are a magnificent […]

      —JP, Wilkesboro, NC

    • I appreciate the fact that I am treated as an equal with the guys at BMF. At my previous job with another insurance company my manager was always riding me to do more but never offered any advice on how. Now my stress level has decreased, I’m working the business the way I’ve been shown, […]

      —AT, Newton, NC

    • How do I begin to express my gratitude for the good times I’ve been able to be part of with Blue Mountain Financial. I, like everybody else in the insurance industry, have had my fair share of ups and downs. But working locally with Matt and the other agents has been very helpful and made […]

      —ST, Taylorsville, NC

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