Insurance Brokerage General Agency (BGA)
Grow Insurance Sales
Insurance and Annuity Brokerage Services for the 21st Century. At PL Strategies (PLS), we help Advisors solve problems for their clients. Operating nationwide with industry leading carriers, planning strategies, customer service, and technology, we can help you refine and grow your insurance and annuity business.
Distribution Channels
Who We Serve
We work with a wide variety of distribution partners across a range of industry. We would love the opportunity to work with you and help you grow your business.
Certified Exit Planning Advisors (CEPA)
Certified Financial Planners (CFP)
Trust Officers
Attorneys
CPA’s
Family Offices
Captive Career Agents
Wealth Advisors
Insurance Advisors
Broker Dealers
Sales IDeas
Advanced Markets
Advanced markets is at the core of our experience and expertise. PL Strategies has decades of experience in the high net worth and affluent business owner markets.
Life Settlements
Our Life Settlements department has extensive experience in these transactions, with very valuable offers. Send us your potential cases today!
Learn MoreBusiness Succession
Business Succession planning has developed into its own industry entirely. Let us help prepare to guide your clients into their next phase
Learn MoreExecutive Bonus
Our team has reviewed countless Executive Bonus programs and are extremely well versed in the pros and cons of each of these plans
Learn MorePremium Financing
The intricacies of Premium Financing can seem daunting. Let our experts guide you through the various lending programs that are available to you.
Learn MoreBuy Sell
Insurance for Buy/Sells can get very complicated. PL Strategies has decades of experience handling these types of transactions. We can train you to be successful in the business marketplace.
Learn MoreGrow Your Business
Featured Services
Captive Back Office (CBO)
Are you a career agent? With PL Strategies, you can join our CBO (Captive Back Office) program and gain access to the career agent operations you are used to, but with no single carrier limitation!
Featuring
401k Match
Dedicated Resources
W2 Income
Benefits
Dedicated Resources
W2 Income
Benefits
CRM Support
For our Premier Producer Group members this is a free service, but we offer it as a paid product to the rest of our advisors. Have our sister company do a full CRM audit and help you find ways you can improve your record keeping.
Featuring
CRM Auditing
CRM Design
CRM Integration
CRM Maintenance
CRM Design
CRM Integration
CRM Maintenance
Business Development
Our team can help you grow your business in many different ways. From designing your own website to mining your book of business for opportunities, PL Strategies has the knowledge and experience to get it done.
Featuring
Book of Business Mining
Technology Consultation
Concept Library
Branding
Technology Consultation
Concept Library
Branding
Advisor Education
We don't expect you to know everything about everything - that's why we have our Advisor Education service. Let our team walk you through the ins and outs of any of our advanced sales concepts, or even just a new product line that you want to start selling. Our team is here to support your growth.
Featuring
Product Training
Sales Concept Training
Point of Sale Training
Technology Training
Sales Concept Training
Point of Sale Training
Technology Training
Marketing
Our team can help you reach new clients. You get access to all of our library of content, all of which can be private labeled for you. Don't have a brand? No problem, let us help you build one from the ground up!
Featuring
Logo Design/Branding
Custom White Labeling
Analytics/Automation
Custom Quote Tools
Custom White Labeling
Analytics/Automation
Custom Quote Tools
Sales
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Featuring
Point of Sale Support
Advanced Case Design
Policy Review
Sales Idea Library
Advanced Case Design
Policy Review
Sales Idea Library
Incentive Programs
Agent Rewards
Our rewards programs are among the most innovative in the business. We not only offer productivity bonuses to go with the high payouts we already pay, but we also offer custom websites, technology, and other programs.
Products We Sell
Business Lines
Our team is well versed in each of the core lines of business that we offer and would love the opportunity to earn your business in one or all of these product lines.
Life Insurance
Annuities
Long Term Care
Disability
Life Settlements
Mastermind
Premier Producer Group (PPG)
PL Strategies has a long history of cultivating study groups. Our advisors learn and share sales ideas, operations experience, underwriting successes, and more.
*Subject to admission based on group size limitations as well as production history
Manage your business
myPLS Agent Portal
The place to manage all of your future, pending, and inforce blocks of business. Our portal has been rebuilt from the ground up and is much more powerful!
Policy Service
Check on the status of your cases and view inforce policies.
Illustrations
Run term and GUL quotes using our proprietary quote software. Place your own InsurQuoter quote tool on your website!
myPLS Toolbox
A collection of thousands of man hours of calculators, sales ideas, underwriting cheat sheets and more at your fingertips.
