Pdi Financial Group

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id: 29699960
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601 N Lynndale Dr
Appleton, WI 54914

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(920) 739-2303
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15% OFF all yearly plans
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Owner Message
  • *PDI Financial Group Began As a Firm Providing Personal and Business Financial Planning for Individuals, Professionals and Corporations.
    *A Founding Member in the National Marketing Firm Brokerage Resources of America, PDI Looks to Provide Variable and Fixed Insurance Products on a National Basis to Insurance Agents, Stock Brokers, Broker Dealers and Financial Institutions.
    *The Company Presently is the Managing General Agent for Over 30 Life Insurance Companies.. *PDI Financial Group Offer: Financial Professionals Top Rated Carriers; Highly Competitive Products; Highly Competitive Compensation and State of the Art Technology.
    *All Forms of Insurance: Whole Life; Universal Life; Low Cost Term Life; Variable Universal Life
    *Annuities: Single Premium; Flexible Premium; Multi-year Guarantees; Immediate; Fixed Index; Bonus; Variable; Structured Settlement
    *Long Term Care Insurance
    *Disability Insurance
    *Estate Planning
    *Business Insurance
    *Comprehensive Impaired Risk Underwriting
    *Principal of Brokerage Resources of America
    *Access to Over 100 Life and Annuity Carriers
    *In Conjunction with BRAMCO,PDI Offers Influential Underwriting with 2008 Production Levels at $292.2 Million in Commission Life Premium; $1.728 Billion in Annuity Premium and $14.8 Million Long Term Care Insurance Premium

    BRAND
    *Allianz
    *American General
    *American National
    *AXA Equitable
    *Banner Life
    *EquiTrust
    *First Penn Pacific
    *Fo rt Dearborn
    *Genworth Life
    *Genworth Life & Annuity
    *Hartford
    *ING
    *John Hancock
    *Lincoln Benefit Life
    *Lincoln Financial Group
    *Lincoln National Life
    *Met Life
    *Met Life Investors
    *Minnesota Life
    *Mutual of Omaha
    *North American
    *NY Life
    *Principal Life
    *Prudential
    *Sun Life of Canada
    *Transamerica
    *United of Omaha
    *West Coast Life

Additional information
  • Hours: Mon. - Fri. 9am - 5pm;Sat. - Sun. CLOSED
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