Why PPI Advisory?

Grow your practice
with a market leader

PPI is a pre-eminent national marketing organization with the size, scale, and investment in infrastructure to position you to compete.

Access the most innovative products and tools

A track record of developing innovative, proprietary and enduring insurance-based products that are utilized in customized solutions, together with leading edge technology support and an ongoing resource commitment keeps our advisors at the forefront of change.

Build trusted relationships

The PPI team is comprised of respected industry leaders who are instrumental in furthering industry integrity, policies and innovation. Benefit from our strong, stable relationships with insurance carriers for the design, development and dedicated support of products, and reliable, durable contracts that mean you own your block of business, clients’ records and accounts.

If you want to shape client dreams into legacies and to accelerate your own business opportunities in the high net-worth market contact us today


READ How PPI Can Help You
Build Your Insurance Business

Our Vision

There is no such expression as ‘off-the-shelf’ at PPI Advisory.

Since 1978, PPI has focused on the advanced planning and sophisticated estate needs of high net-worth individuals and business owners. Today, we offer in-depth knowledge and experience, the ultimate support, and customized insurance solutions. Our team approach to each case is part of a long-term consultative relationship with you, your client and their other professional advisors, such as lawyers and accountants.

A network of regional marketing offices and a dedicated national team
deliver concierge support:

  • Tax and estate planning consultation for individuals and business owners
  • Extensive product knowledge and actuarial expertise in developing creative
    insurance solutions
  • Customized product and concept illustrations and financial software programs
  • Application evaluation and experienced underwriting to expedite risk assessment

We want to build a long-term relationship with you based on mutual trust, respect and a commitment to life-long learning and excellence. We focus our energy and our talent to provide an unmatched support network to advisors who want to take their business to the highest level in the insurance industry today. Our goal is to introduce advisors to new concepts and markets to exponentially grow their business. As a result, the average permanent premium of individual life insurance policies sold by PPI Advisory Associates in 2013 was over $200,000.

If you are a successful insurance advisor who would like to take your practice to the next level, consider working with PPI Advisory.