Succeed with the Benefits of a PBS Partnership.
Advisors who work with PBS enjoy a direct relationship that includes strategic consulting, in-depth, experienced advice and fast, friendly service and follow-through.
Planned Brokerage Solutions will:
- Customize your generous compensation, bonuses and incentives for greater profitability
- Provide educational and support materials to increase your sales
- Manage and supervise the details of your clients' Disability Income (DI) policy applications and underwriting
With access to an international network of established providers, PBS can help you structure and support the insurance plans that best meet your clients' needs and desires for financial security.
Whether you already sell DI insurance or are interested in adding it to your product line, contact PBS today and experience the benefits of a partnership that delivers extraordinary service and support.
PBS provides a variety of Disability Income protection coverages:
- Disability InsuranceReplaces lost personal income in the event of disability
- Business OverheadReimburses business expenses for small business owners
- Buy/SellFunds buyout agreement for business owners
- Retirement ProtectionReplaces lost savings for retirement - usually in addition to regular DI limit
- Key PersonDisability insurance to protect owners from the loss of a key employee
- Loan IndemnificationDisability insurance policies that indemnify business loans
-
Carriers we commonly use:
- The Standard Insurance Group
- MetLife
- The Principal
- Assurity Life
- Mutual of Omaha
- Fidelity Security
- Disability Insurance
- Disability Insurance
- Petersen International/Lloyds of London
Advisors who work with PBS enjoy a direct relationship that includes strategic consulting, in-depth, experienced advice and fast, friendly service and follow-through.
Planned Brokerage Solutions will:
- Customize your generous compensation, bonuses and incentives for greater profitability
- Provide educational and support materials to increase your sales
- Manage and supervise the details of your clients' Disability Income (DI) policy applications and underwriting
With access to an international network of established providers, PBS can help you structure and support the insurance plans that best meet your clients' needs and desires for financial security.
Whether you already sell DI insurance or are interested in adding it to your product line, contact PBS today and experience the benefits of a partnership that delivers extraordinary service and support.
PBS provides a variety of Disability Income protection coverages:
- Disability InsuranceReplaces lost personal income in the event of disability
- Business OverheadReimburses business expenses for small business owners
- Buy/SellFunds buyout agreement for business owners
- Retirement ProtectionReplaces lost savings for retirement - usually in addition to regular DI limit
- Key PersonDisability insurance to protect owners from the loss of a key employee
- Loan IndemnificationDisability insurance policies that indemnify business loans
Carriers we commonly use:
- The Standard Insurance Group
- MetLife
- The Principal
- Assurity Life
- Mutual of Omaha
- Fidelity Security
- Disability Insurance
- Disability Insurance
- Petersen International/Lloyds of London