Wealth Accumulation Insurance
Regardless of when your clients begin to accumulate wealth, ensuring the efficiency and effectiveness of the plan requires a long-term investment strategy, a disciplined approach, and a solid understanding of your client’s risk tolerance. We’ll help you develop a wealth accumulation insurance plan that’s right for your client.
Wealth Accumulation Vehicles
Our experienced team can help you maximize the distribution of assets, such as:
- Permanent Life Insurance
- Premium Financing
- Fixed Annuities
- Variable Annuities
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
Explore The Possibilities
Get a quote or speak with one of our team members to discuss your needs.
