Contact
Sheets

Contact Sheet

Whether you are looking for help with casework or need to call your business development director, we have a comprehensive list of Personalized Brokerage Services employees in a printable PDF. Feel free to reach out to us with any questions.

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Custom
Reports

Custom Reports

At Personalized Brokerage Services, our producers always have their finger on the pulse of their practice. Why? Because we offer an assortment of resources and reporting mechanisms to instantly view your progress and business trends!

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Retirement
Explorer®

You can help make indecision a thing of the past and help move clients to action with easy-to-understand, red-line indicators that show them where their current plans may fall short in retirement. Create powerful comparisons of clients' current risk levels and desired risk levels with a simple, at-a-glance analysis.

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LTCi
Quote

The Long Term Care insurance Sales Team specializes in helping producers increase production in the areas of individual and group LTCi. Need an instant quote? Get one right now.

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Training
Videos

We’ve developed ongoing training, development, and concept videos to help you grow your practice.

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Social Security Explorer

As a producer, you have exclusive access to our Social Security Explorer tool to help clients estimate their Social Security benefits. This benefit will help your clients with retirment income planning.

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Life Insurance
Dashboard

Check out a digital real-time dashboard capable of tracking the delivery process. This new technology allows you to send multiple documents privately, e-deliver, collect requirements faster, side-by-side product comparisons, and help reduce policy and document delivery time.*

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Opportunity
Tracker

The Opportunity Tracker follows the process of identifying, communicating, and analyzing potential clients as they progress through the sales cycle from attraction to completion of a transaction. This involves following each lead through the sales cycle for a given opportunity from being a prospect to closing with sales won or lost.

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Carriers

Personalized Brokerage Services offers 29 carriers to allow us to remain competitive with products we offer. This allows our producers to have a variety of options so they can pick and choose what is most suitable for each client.

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Compliance
Corner

Personalized Brokerage Services has a long-standing commitment to making sure that every decision to purchase a financial product is a suitable decision, based on the client's individual needs and financial objectives. We are dedicated to being part of those who lead the industry in providing our financial professionals with the information and resources necessary to 'do the right thing' by their clients in every situation.

We understand that as a financial professional, you share our desire to build long-standing relationships of trust with the clients who purchase the products you offer. Together, we help clients gain confidence in buying products they understand and believe are right for their particular circumstances, goals, and objectives.

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*Personalized Brokerage Services is not affiliated with iPipeline, the developer and owner of the Dashboard, nor do we guarantee the accuracy or quality of their services or their data feeds. Although we may promote and/or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker/dealer and registered investment adviser, (if applicable), and the insurance carriers they represent.