Insurance & Annuities

If appropriate for your particular business model, you can easily add to the services you provide with an impressive variety of nearly 50 insurance carriers. Our general insurance agent affiliate, Planning Corporation of America (PCA ), offers annuities, long-term care coverage and life and disability insurance, none of which are proprietary. No-load annuities are also available to our fee-only advisors.

Advisors who handle insurance sales through PCA are supported by a trained staff of approximately 60 professional associates and receive access to:

• Monthly annuity values on consolidated client statements
• Point-of-sale assistance for life insurance
• Advanced life insurance case design and illustration support
• An on-staff long-term care specialist

For a list of the insurance carriers we partner with, click here.

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