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Find Peace Of Mind

Knowing we have your client’s best interests at heart.


PDI believes in people.

Where most BGAs rely on interfaces and forms that separate the agent from the expertise, PDI takes a personal approach in helping design policies that fit your client’s individual and family needs. This is because PDI believes that conversations are more nuanced than computations and relationships are more important than digital interfaces.

At the core of our decades of experience in helping agents find perfect-fit solutions for their clients is our investment in you. Our team of industry experts and our relationships with our advisors comprise the PDI difference. We look forward to meeting you.

Life Insurance

Every client has unique needs. The best policies are thoughtfully designed.


We work for you to find the annuity products best suited for your client.

Long Term Care

We help you protect your client’s assets from the high costs of Long Term Care.


Disability and income replacement are not a one size fits all proposition.

Get Started

Call 920-739-2303 / 800-234-7341 or register for our advisor dashboard. Our experienced, credentialed team is happy to walk you through any question.  

Carrier Partners

PDI partners with over 30 A-rated carriers, providing best-of-the-best product solutions.

PDI Financial Group

601 North Lynndale Drive
Appleton , WI 54914
Toll Free (800) 234-7341
Phone (920) 739-2303
Fax (920) 739-2205

For Broker Dealer Use Only-Not for Use with the General Public. Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 (303) 797-9080. PDI Financial Group is not affiliated with The Leaders Group, Inc.

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