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.
It is not the ship so much as the skillful sailing that assures the prosperous voyage.
– George William Curtis
A Comprehensive Market Portfolio
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
Quote Software
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
Premium Carrier Providers
Explore The Possibilities
Get a quote or speak with one of our team members to discuss your needs.
