Business Succession

Every stage in your client's business has different needs. We provide complete business succession support, from planning and implementation to administrative expertise and more. Whether planning for a business transition, key employee retention, or an executive benefits package to attract and retain key employees, we are here to help.

Let Pelorus Be Your Guide

Experienced Team

Experienced Team

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

Exceptional Service

Exceptional Service

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

Expert Solutions

Expert Solutions

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

The Financial Advisor Toolbox

Quote Software

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Forms & Applications

Forms & Applications

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

Underwriting

Underwriting

Access underwriting information and packages via a secure login.

Contracting

Contracting

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

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

Explore The Possibilities

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

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