800-352-3358

– May is Disability Awareness Month!

Disability insurance awareness month is well underway and many of your client’s are still thinking me, disabled? What are the chances? Higher than you probably think. They can ignore the problem, but it’s hard to ignore the facts: * Just over 1 in 4 of...

– Prudential Sell Up Program

Effective February 1st, Prudential launched an Up Sell program which identifies cases where an opportunity for additional insurance is possible without additional underwriting requirements. Cases eligible for an Up Sell Offer: Single Life Permanent cases (non 1035...

Mike Kelley

Managing Partner 20645 North Pima Road Suite 150 Scottsdale, AZ 85255-5597 Phone: 800.352.3358 x225 Phone: 480.718.3125 Fax: 877.488.3361 Fax: 480.488.3361 Email Mike Kelley Mike originally formed Kelley Financial Services (now Independent Planners Group) in 1995....