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.

Useful Tools

Here are some handy resources to help with your client work:

Offer your clients a free:

Informal Business Valuation and Buy/Sell Review

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

Quote Software

Run a Quote

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

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

The team at Pelorus Financial is a joy to work with. I am with a mutual company; we use Pelorus for all outside business. I highly recommend.

Jeremy Heasell

I can always count on a quick response from everyone at Pelorus, and I have absolute trust in this agency. The entire team is personable, professional, and an absolute pleasure to work with.

Laura Leavitt

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Explore The Possibilities

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