Advanced Markets
Business Development

Personalized Brokerage Services offers specialized training, consulting, and supporting materials to help you explore new markets and grow your practice. Whether you need to plan a full marketing campaign, or just have a question, we're here to help.

You have access to a variety of informational materials and easy-to-use marketing collateral on topics including stretch IRA distributions, small-business retirement plans, and popular tax review materials, plus:

  • Rollovers, transfers, and Roth conversions

  • Estate planning strategies and trusts

  • Year-end planning strategies

  • Contract structuring

  • Qualified plan contribution limits

  • 72(t) and 72 (q) - pre-591/2 distributions and the 10% federal additional tax

  • Life insurance strategies

Personalized Brokerage Services and its representatives do not give legal or tax advice. Please encourage your clients to consult their tax advisor or attorney regarding their specific situation.

How can
we help?

  • 1
    Find new clients.

    Use our client-approved materials to conduct meetings with prospective clients, and start conversations on a variety of important financial topics.

  • 2
    Expand your influence.

    Access our library of informational materials to expand your knowledge of wealth transfer and other issues - and off your expertise to existing clients.

  • 3

    Work one-on-one with our team to help answer detailed questions regarding complicated cases.

Bring us your challenging casework

When working with advanced cases you may find yourself in need of our help. Reach out to Personalized Brokerage Services when a specific insurance/annuity case requires the following:

  • Advanced Concept Review

  • Case Consultation and Preparation

  • Create and Design Custom Presentation