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Insurance Product Solutions

Build a trusted insurance portfolio that sets you apart

Offering the right insurance options ensures clients have the coverage they need for unforeseen expenses, providing them with peace of mind and financial security they deserve.

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lets talk about your portfolio

We understand that having the right product mix is essential to your success

 

  • Expert Guidance: Begin with a product portfolio review so we can help you navigate the complexities of product selection, empowering you to make informed decisions.

  • Tailored Solutions: Access a diverse range of products designed to meet the unique needs of your clients, ensuring you can provide the best options for everyone.

  • Increased Confidence: Build trust with your clients by offering a well-rounded portfolio that addresses their specific needs and concerns, leading to stronger relationships and more referrals.
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3 simple steps to success

It all begins with a portfolio review. Let PSM help you build the perfect product mix tailored to your unique needs.

1

Schedule a Portfolio Review

Let a knowledgeable marketer help you decide what you need based on your business needs.

 
2

Build Your Portfolio

Select the right mix of insurance plans to create a well rounded portfolio to fully cover your clients.
3

Serve Your Clients Better

With the right mix of products your ready to offer your clients complete peace of mind.
Schedule a Portfolio Review

Hear from Agents

“PSM is my trusted source for product recommendations, tools, and support. They quickly help me find the right solutions for my clients and the most efficient platforms for selling.”

Mark Thursk, Agency Owner and PSM Partner

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Expand your brand with customized marketing solutions

The Marketing Hub offers customized, compliant marketing materials tailored to your needs. Our in-house design team helps you boost client acquisition and retention, all while saving you time and money.

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FAQ's From Agents Like You

If you have more questions we’d love to hear from you

Do I have to place all of my contracts with Precision Senior Marketing?

Am I giving up any commission by contracting with PSM Brokerage?

Does it cost anything to work with PSM Brokerage?

What if I am already contacted with one or more of these carriers?

Do you provide training or mentorship to help me understand these products better?

Are there any tools available to help me compare plans for clients quickly?

*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.