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Financial Advisor Toolbox

When you partner with Pelorus, you get access to premium tools to help you work your cases. Here’s everything you need all in one place.

Tools

Get a Quote

Start the research for your next case using the most competitive products to fit your client’s needs.

Forms & Applications

iPipeline’s iGO e-App ensures your application is 100% complete, signed electronically, and then submitted straight to the carrier.

Underwriting

Start a preliminary application and access our quick quote questionnaire, and get access to on-staff experts.

Contracting

Our online system is designed to make submitting contracts easier, faster & more accurate.

Carrier Partners

We work with top insurance carriers who can provide every insurance solution for your clients.

Case Status Live

Get real-time, 24/7 secure and confidential web access to your case data.

Calculators

Use our handy calculators to help you provide accurate figures for your clients.

Explore The Possibilities

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

Tools

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC 26 W. Dry Creek Circle, Suite 800, Littleton CA 80120 303-797-9080. Pelorus Financial Group is not affiliated with The Leaders Group, Inc.

Contact

Physical address:
2210 Encinitas Blvd. Suite G-1
Encinitas, CA 92024

Mailing address:
P.O. Box 231130
Encinitas, CA 92023

(760) 230-5790

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