Our Company

The Palmer Agency is a boutique financial services firm that partners with advisors to help them grow their business. We deliver solutions to solve the needs of individuals, business owners, and their families, positioning them for a secure financial future.

We provide:

  • Concierge Service
  • A wide array of highly rated life and health products
  • Underwriting knowledge and expertise
  • Marketing ideas and support
  • Educational opportunities

 

Serving a Wide Range of Needs

We recognize the importance of meeting individual customer needs and update our product offerings regularly. By quickly learning about new products and the companies offering them, The Palmer Agency can immediately and accurately respond to agent requests.

Term and Permanent Life Insurance

A single insurance company could never meet the needs of a diverse marketplace. This is why The Palmer Agency draws on the resources of all the top rated insurance companies, taking advantage of each of their strengths to match specific policies with individual cases.

Impaired Risk Insurance

For over 50 years one of our strengths has been Impaired Risk Underwriting. We partner with the underwriting teams of our top insurance companies to provide our producers clients the best possible solution and most competitive rate structure available.

Annuities

Selling an annuity need not be a complex undertaking. The Palmer Agency’s Annuity Center is available to answer all of your questions about this important financial planning tool while delivering quality products from the best companies.

Disability

We offer a wide portfolio of disability companies and products for your white, gray and blue collar clients. Our disability offerings range from very traditional plans to plans designed for non-traditional risks that only a few companies insure.

Long-Term Care & Senior Market

We provide our producers with a strong portfolio of Long Term Care product options, individual and linked benefit products, Medicare Supplement and Senior Whole Life from the best rated insurance companies in our industry.

Employee Benefits

We work with our producers to find out how we can meet the needs of the Small groups they represent. By collecting data on the Employer and Employees we can create an accurate proposal for our producer to present to the group. Whether you are looking forĀ  Self Funded options or Employer Paid/Voluntary Ancillary Products, we will work with you to customize a plan to fit any group.

Short Term Individual & Family Medical Insurance & Supplemental Options

With our portfolio of Individual/Family Medical and Supplemental products, The Palmer Agency can help your clients looking for a Medical plan or a way to protect themselves from high deductibles and unforeseen expenses. We work with trusted carriers in the Medical Industry who understand the needs of their clients, especially during this time of uncertainty and change.

Specialty Products

We offer unique life insurance products for special situations. If a client needs coverage to indemnify a lender on short notice, we can have most policies ready for issue in 24-48 hours using our Business Loan Failure To Survive policy. For business situations where one or more of the applicants are declined for health reasons, we use our Buy Sell and Key Person Failure To Survive policies. These can also be ready for issue in 24-48 hours. These are just a few of the specialty products we offer. Please don’t hesitate to ask us about any unique situation you come across.

Our Legacy

Since 1961, we have served agents with a commitment to innovations and personal service. Over the years we have diversified our product line to offer a comprehensive portfolio of products and develop extensive carrier relationships in order to help our agents better serve their clients.

The Palmer Agency is a leader in insurance distribution, serving insurance professionals by developing tailor-made solutions that meet their client’s unique needs. Through our personal service, innovative underwriting, practical sales and marketing ideas, we are dedicated to creating long-term business partner relationships. We are committed to integrity, mutual trust, mutual success, and professional growth and development.