Top Advisors Group (TAG) is an insurance support organization available to PEAK Brokerage Services reps and independent licensed life agents. We believe that insurance products and strategies are an important part of comprehensive financial planning. Our goal is to help our representatives and agents get connected with the right strategic partners to help them meet their client’s insurance needs, grow their practices and diversify their income streams.
Working with TAG provides you and your practice with access to industry-leading producers, specialized marketing programs, exclusive FMO partners and our own Elite Planning Group. The assembly of these professionals and programs will provide you and your practice with Concierge-Level Services:
- New Business Paperwork Completion
- Client Interview and Case Closing
- Outbound Calling Services
- Insurance Planning Client Checklists
- Overnight Shipping Discount
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