Pelorus Financial Group has partnered with Advisors for over 15 years using our core competencies of Life Insurance, Annuities, Disability and Long Term Care Insurance. We distinguish ourselves by providing Exceptional Service, Underwriting Expertise, Advanced Marketing, and Estate and Business Planning techniques. Providing these services efficiently is imperative to our philosophy and the key to maintaining a successful relationship with you. Our "Service Focused" environment extends to all aspects of our operations.
In marine navigation, a Pelorus is a reference tool for maintaining bearing of a vessel at sea. We understand that our role is to provide you with the service, knowledge and resources needed to help you keep your clients financial bearings. We will do exactly that for you and your clients. Our team is here to help you.
Based in Encinitas, California we work with advisors providing service and solutions across the country. Let us audition for you!
Let one of our team members contact you and discuss your needs. Whether your next opportunity requires a simplified underwriting process, affordable term life insurance, funding for a Buy/Sell agreement or an exotic, multi-index universal life insurance product with financed premiums, Pelorus Financial Group the experience and knowledge to assist you in closing your next sale.
Developing new ways to help you by assembling a collection of “best in class” resources.
We bring the top insurance carriers who can provide every insurance solution for your clients.
We offer an online system designed to make submitting contracts easier, faster & more accurate.