PDI Financial Group

PDI Financial Group We are world class life insurance brokerage firm consistently providing excellent service since 1975

For over 40 years PDI Financial Group has provided variable and fixed insurance products and services on a national basis to insurance agents, stock brokers, broker-dealers and financial institutions. PDI Financial Group is the Managing General Agent for over 50 financial services companies.

Don’t let your dreams of living a full life get put off by a serious injury or illness. Protect your dreams.
09/25/2020

Don’t let your dreams of living a full life get put off by a serious injury or illness. Protect your dreams.

We’re a proud supporter of Life Insurance Awareness Month during September! It serves as a great reminder to insure what...
09/01/2020

We’re a proud supporter of Life Insurance Awareness Month during September! It serves as a great reminder to insure what matters most—with life insurance.

As a parent, you’ve made a lifelong commitment to protectyour children. As you age, how will you help protect themfrom t...
08/03/2020

As a parent, you’ve made a lifelong commitment to protect
your children. As you age, how will you help protect them
from the consequences of caring for you? I can help.

Is the potential need for long-term care your retirementplanning blind spot? I can help.
07/31/2020

Is the potential need for long-term care your retirement
planning blind spot? I can help.

How will you cover your long-term care costs? I can help.
07/29/2020

How will you cover your long-term care costs? I can help.

Why purchase long-term care? Listen to why others decided to buy long-term care protection.
05/15/2020

Why purchase long-term care? Listen to why others decided to buy long-term care protection.

In this video series, people share their experience of why they purchased long-term care insurance.

05/08/2020
Overwhelmed by the idea of long-term care? Read a few tips on how to decide what price is right for you.
05/01/2020

Overwhelmed by the idea of long-term care? Read a few tips on how to decide what price is right for you.

Company financial stability - Because you may not collect for decades to come, be sure to buy from a company that has been around for some time and is financially stable. You may want to look up, from an independent rating agency, the financial strength ratings of a company you're considering.

Do you really need long-term care coverage? Listen in on why you may want to reconsider getting a plan.
04/22/2020

Do you really need long-term care coverage? Listen in on why you may want to reconsider getting a plan.

Do you have long-term care insurance? If not, you may want to reconsider, suggests Egan, Berger & Weiner partner Dave Beck, who appeared on News Channel 8's ...

Address

601 N Lynndale Drive
Appleton, WI
54914

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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