Helping You Chart a Course For Your Clients’ Future

Expert guidance, smart strategies, and a network of top-rated insurance carriers for financial advisors.

Your Insurance Brokerage Agency from San Diego to Nationwide

Navigating life’s challenges is easier with trusted partners. With Pelorus, advisors get exclusive access to a team of dedicated financial experts specializing in business and estate planning, underwriting, and marketing. We provide exceptional service, move fast and efficiently, and employ advanced strategies and techniques.

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It is not the ship so much as the skillful sailing that assures the prosperous voyage.- George William Curtis

A Comprehensive Market Portfolio

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Life Insurance

Annuities

Income & Asset Protection

Asset Based LTC

Estate Planning

Premium Financing

Business Succession

Wealth Succession

Let Pelorus Be Your Guide

Experienced Team

You’ll benefit from our team’s extensive knowledge in business and estate planning, and other markets.

Exceptional Service

We’re committed to providing personalized service with a quick turnaround so you can serve your clients well.

Expert Solutions

Our experienced team brings you underwriting expertise, advanced marketing, and smart estate, and business planning.

The Financial Advisor Toolbox

All Tools & Toolbox

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Quote Software

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Forms & Applications

Save time and increase your placement ratio using iPipeline’s iGO e-App for your forms and applications.

Underwriting

Access underwriting information and packages via a secure login.

Contracting

Complete a contracting request via SureLC, our online contracting solution.

All Tools & Toolbox

Premium Carrier Providers

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I have been in the insurance business for 37 years and worked with many brokers. Brandon is by far the most knowledgeable, helpful, and responsive broker I have ever worked with.
Mike O’Brien

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Explore The Possibilities

Get a quote or speak with one of our team members to discuss your needs.

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