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Welcome To Personalized Brokerage Services!

Independent financial professionals choose Personalized Brokerage Services for our practice development analysis and tactical implementation experience. PBS provides the people, processes, and practical tools to help insurance agents and registered representatives remove obstacles and achieve long-term, sustainable success.

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Specializing in the areas of fixed annuities, life insurance, and long term care insurance, the seasoned team at PBS works behind the scenes to strengthen your business capabilities while simultaneously enhancing the methodology and quality of your firm’s brand. Our specialists become your advisors with extensive experience in: Insurance, Turnkey Prospecting Systems, Suitability and Compliance, Needs-Based Selling, Business Review, Objection Handling, Operational Excellence, Client Relationship Management (CRM), Custom Marketing, Web Integration & Search Engine Optimization, I.T. Solutions, Image Branding, Succession Planning, and Training & Licensure.

While other organizations spend time polishing gimmicks and making promises, PBS has chosen to focus our attention on truly addressing the real needs you have. No other organization has spent more time listening to its producers’ challenges, and no other organization has spent more of its resources innovating, improving, and developing the solutions you need.

Take a look around our site, and see why independent financial professionals from coast to coast are saying, “PBS works for me!”

 
 
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