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Over 30 carrier partners offering best-in-class solutions.

PDI has been in business for 48 years, providing highly experienced, knowledgeable, and credentialed advisor support. Your call will be answered by one of our team members, and we are available and happy to talk you through any question. Our agents know us by name and we know them. We look to craft solutions for you rather than push products.

We are efficient, empathetic, experienced, welcoming, all-around good people with an understanding of the agent mindset, providing prompt service and a deep understanding of your business and your goals.

Life Insurance

The strength of many carriers in one agency. Our combined decades of experience coupled with our expertise and knowledge of products and underwriting help you determine the best product solution for each of your clients.


Long Term Care

With access to traditional LTC, “hybrid” linked benefit products, and an always increasing offering of LTC riders, we help you navigate the maze of products and work with you to offer your clients the best possible solutions.


With many highly rated carriers for Multi-Year Guaranteed, Immediate, Indexed, and Traditional annuities, we are ready to work to find the best products and rates available for your clients.



Often overlooked in financial planning, we partner with industry experts to find the best coverage for your client, at the most affordable rates.

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.

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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