PPI’s competitive advantages enable us to achieve our objectives in the highly competitive wealth management industry.
We have focused our energy and our talent to provide the strongest support network to independent agents in the insurance industry today.
Market Leader
PPI’s unique ability to concentrate on the high net-worth segment of the market has positioned us as a dominant provider of consultative services and resources in the upscale market.
Associate Network
Our network of Associates represents a substantial portion of the top producers in the insurance industry. They are experienced and successful industry veterans committed to providing their clients with customized solutions to meet their specialized circumstances.
Experienced Management Team
PPI’s executive team is a group of well respected leaders in the insurance industry who have been instrumental in furthering the integrity and value of the industry through their continued involvement in industry associations.
Leading Edge Solutions
We have a strong history of developing innovative, proprietary and enduring insurance based products that are utilized in customized, proprietary wealth management solutions to fund a variety of client needs on a tax effective basis.
Economies of Scale
PPI’s significant investment in people and information technology has positioned us to capture a much larger revenue base in the future with minimal increases in overhead.
Strategic Insurance Carrier Relationships
Our strong relationships with key insurance carriers allow for the design, development and dedicated support of exclusive products for PPI’s Associates. Reliable, durable contracts allow Associates to own their blocks of business for a lifetime by giving them ownership of their clients’ records and accounts with carriers.
