About US

Serving the Independent Advisor

Senior Advisory Group serves independent advisors 
by providing access to innovative marketing programs, 
personal business coaching, as well as website and logo 

“Contagious Ideas & Creative People”

Senior Advisory Group is a boutique wholesaler of proprietary financial products serving the Life Insurance and Annuity marketplace.

Our purpose is to lead the industry through creative marketing strategies, sophisticated case design and award winning product design; BAR NONE.

Whether you are an experienced agent or an agent just entering the life insurance & annuity marketplace, we present three levels of training and marketing expertise. We are prepared to work for you.

Our dedicated team members can provide the extra insight and knowledge necessary to promote effective sales discussions. They have the ability to train professionals of diverse backgrounds to perform at the highest levels.

At Senior Advisory Group we work exclusively on behalf of our agents serving the senior market. As a leading wholesaler of proprietary financial products we have a “YOU FIRST” culture, we are changing the way the industry does business. We firmly believe that anyone can offer products, but to be successful one must differentiate themselves through enhanced service, innovative product offerings, and one-on-one care. Innovation and service have become the cornerstone for helping our agents grow their business.

As an agent, you can rest assured you will receive one-on-one care from our marketing and administrative staff – guaranteed. We offer the most competitive products and services available today in the marketplace; from case design, software, technical resources, to competitive analysis; we offer it all with a personal touch.

Our award winning marketing team has unparalleled marketing experience and expertise. We create meaningful ways for our agents to communicate with their clients and build long-standing relationships. We believe firmly in arming our agents with the marketing tools needed to succeed in today’s highly competitive environment. In an industry littered with spreadsheets and templates, we are taking our agents practices to a whole new level with a fresh and customized approach to vertical marketing.

Our brand strategies create long-term equity and help our agent’s standout from the competition in their local markets each and everyday.

We are relentless. We are passionate. We are family.