Pelican Advisory Group serves as a hub for advanced training and education for our partners to increase and sharpen their skills in key areas such as estate planning, executive compensation, and taxed-leveraged strategies for affluent clients.

Comprehensive Services

Comprehensive Services

Pelican Advisory Group offers a wide array of products to meet client needs. These products allow an advisor to select the policy and premium according to client’s needs and circumstances. Below is a list of the various products PAG has available:

An Advisor Group Tailored For You!

BUSINESS/ EXECUTIVE PLANNING

Buy-Sell Funding
Business Succession Planning
Key Person Planning
Executive Compensation Plans
Executive Bonus Plans
Defined Benefit Plans
Captives
Premium Finance Insurance Planning

LEGACY PLANNING

Maximizing Wealth Accumulation
Protecting Accumulated Wealth
Charitable Giving Strategies
Estate Conservation Planning
Financing Strategies

INDIVIDUAL PLANNING

Personal Financial Planning
Wealth Transfer
Supplemental Retirement Income
Wealth Accumulation and Creation Strategies
Collage Savings
IRA Maximization
Annuity Maximization
Long Term Care Planning
Disability Benefit Planning
Income Replacement

PLAN DESIGN AND FUNDING SOLUTIONS

Design Complex Estate Planning
Design Solutions for Complex Business Needs
Design Funding Solutions for High Premium Policies for Estate and Business
Land Conservation Strategies
Premium Financing for High-Net-Worth Clients
Solutions to Accumulated Earnings in Businesses

Trusted & Professional Partners for your Business