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.

Life Happens

Through Traditional Long Term Care Insurance, Life Insurance with CI or LTC riders, Annuities with LTC riders and Linked Benefit solutions - long term care planning is incredibly flexible and can be personalized for your situation. Talk with an advisor today ...

Long-term care is NOT nursing home care. Most people want to receive care at home. 🏠 Talk out your agent and find out your options for making that happen if the need arises. 💚


Your clients are interested, are you ready to lead the conversation ?

Are you prepared for what's next? #ProtectingForLife


Don’t put this off

If you’re not talking to your clients about how John Hancock is changing the way life insurance is done... reach out today!

jhlife.com Come back and see YOUR low rate. *Rate applies to $300,000 in coverage.



Did you know exercising and buying healthy foods can help you save money on your life insurance (and up to $600 at the grocery store)? Ask me how or learn more here: https://bit.ly/2KhiV59. #healthwealthconnection #rewardinglife



80% of Americans say family is the most important, BUT

Life insurance is something you can’t buy once you need it. Don’t procrastinate—be sure your loved ones are protected. https://goo.gl/tJKvjo
Contact the specialists at PDI to help. 1-800-234-7341

retirestronger.com only half (55%) have life insurance to protect them

[03/20/19]   March Madness is just around the corner, which team will go further? Marquette or Wisconsin?

PDI Financial Group's cover photo

Like getting rewarded? Now you can earn an Apple Watch Series 4 with John Hancock Vitality life insurance when you. #RewardingLife
Contact PDI with any questions 800-234-7341

Sometimes the biggest love comes in the smallest packages. #InsureYourLove #LegacyofLove


Medicare pays $0 for long-term care services beyond 100 days. How will you pay for potential long-term care?



Providing long-term care for a loved one can be stressful, but it shouldn’t also cause financial hardship for the caregiver. Let’s talk about life insurance with long-term care coverage and what it can do for you. #planforlife

PDI Financial Group can help you with all of your planning needs, contact us today at 800-234-7341.

Need a plan to stay on track? Ask me about a life insurance solution that can help you achieve your health and wealth goals. #financialfitness #rewardinglife

Contact PDI Financial Group Today 800-234-7341

PDI Financial Group's cover photo

The number of Americans who need Long Term Care will more than double by 2050. Will you be ready? PDI is here to help with all of your clients long term care needs. Call us today 800-234-7341.

Did you know feelings of anxiety and depression are common among family members who provide long-term care to loved ones? Ask me how life insurance with long-term care coverage can make life a little easier by relieving financial stress. #planforlife

Call PDI today to discuss and get a quote. 800-234-7341

PDI Financial Group's cover photo

PDI Financial Group

Great presentation by AIG followed with a fun Happy Hour!

What more incentive do you need?!

[09/06/18]   September is Life Insurance Awareness Month

Too many people are taking an unnecessary risk by not protecting their loved ones with life insurance.

1 in 3 households would have immediate trouble paying living expenses if the primary wage earner died, according to the 2016 Insurance Barometer Study by Life Happens and LIMRA. And the study also found that 40% haven’t bought life insurance or more of it because they’re unsure of how much or what type to buy.

Please contact PDI Financial Group today to help you make sure all of your clients needs are fulfilled. 800-234-7341

If you have not done so already, it is time to check out One America's linked benfit. “The life insurance or the annuity serves as a “deductible” to the catastrophic event, therefore making the Continuation of Benefits Rider, very inexpensive.” Call us to discuss 800-234-7341!

[08/14/18]   Do you work with seniors?

Is your focus on financial products and services and find you don’t discuss Medicare options with your clients?

Learn how PDI Financial Group can help your senior clients get the full retirement picture!

Let PDI Financial Group in partnership with WPS Health Insurance be your “go to” resource in this rapidly growing market. Learn how we can help by
registering now for our upcoming 30 minute training session!

What we cover:
A 30 minute session on these great topics:
• Quick Overview of Medicare Basics – Part A, B, C, and D
• Brief overview of Medicare Supplement plans
• Tools and Resources for PDI agents and how we can do the work for you!

Two Webinar Sessions – You Choose:

Thursday, September 20, 2018
1:30 p.m. – 2:00 p.m.


Wednesday, September 26, 2018
9:00 a.m. – 9:30 a.m.

Contact PDI at 800-234-7341 to register.


PDI Financial

Are you offering Linked benefit products? If not, please contact PDI to find out why you should! If you are, let’s talk about how you can earn more working with PDI!






September is Life Insurance Awareness Month - Contact PDI today for a quote.


Great CE event at the Timber Rattlers baseball game with John Hancock!


The Millennial Guide To Managing Risk With Insurance


forbes.com How can millennials best manage life’s most prominent financial risks—with and without insurance?


The 9 Biggest Myths About Life Insurance - NerdWallet


nerdwallet.com Here are some of the most common myths about life insurance, along with facts to help you better understand it.


5 Things You Didn’t Know Life Insurance Could Do | Life Happens


lifehappens.org Life Happens is a nonprofit organization dedicated to helping consumers take personal financial responsibility through the ownership of life insurance and related products.

[11/13/15]   LTC Awareness Month:

This is the time to discuss the importance of Long Term Care with clients, but there can be many misconceptions when planning for the future in regards to Long Term Care. Please see a few misconceptions that the public has with Long Term Care:
“Medicare will pay for Long Term Care” – In reality, Medicare will typically only cover a short stay that is mandated by a physician after a sickness or injury.

“My family will take care of me” – Children may have their own families and jobs to consider and cannot afford to take care of ailing parents. A spouse may not be physically strong enough to care for their companion.
“I will buy it later” – This can be easier said than done, typically when someone wants to purchase LTCi, they find that their health is already failing and they will not qualify. Not only that, the LTCi costs go up with age, making the coverage cost more the longer they wait.

Life Happens

Did you know 70% of people over age 65 will need some type of long-term care in their lifetime? Take a look at the infographic to learn why it's so important to consider long-term care insurance: http://lifehap.pn/1kbbXRr

[11/11/15]   The American Association for Long Term Care Insurance announced approval of increased tax deductions for long term care insurance policies purchased in 2016.

The 2016 deductible limits under Section 213(d)(10) for eligible long-term care premiums includable in the term ‘medical care’ are as follows:

Attained Age Before Close of Taxable Year
40 or less $390
More than 40 but not more than 50 $730
More than 50 but not more than 60 $1,460
More than 60 but not more than 70 $3,900
More than 70 $4,870

Source: IRS Revenue Procedure 2015-53 (2016 limits)

[10/28/15]   Get Ready, November is Long Term Care Awareness Month!

[10/28/15]   Follow us on our new social media pages!
Twitter - http://ow.ly/TVvOB
Linkedin - http://ow.ly/TVvUe

Great presentation by AIG followed with a fun Happy Hour!

Timeline Photos

Great Happy Hour event with Genworth yesterday. The first attendee to write and place an IUL or TLC will receive a gift card to Fratellos. 1-2-3 - GO!

PDI Financial Group's cover photo

[07/16/15]   A big Happy 40th to PDI's employee Jeff Kolasinski! Have a spectacular day!

PDI and John Hancock hosting a discussion on John Hancock's Life and LTC products along with a fun Happy Hour! PDI plans on having monthly meetings.

[05/08/15]   Happy Friday & Happy Mother's Day weekend!

Visiting with John Hancock about their new Vitality Rider

Happy St. Patrick's Day from O'PDI Financial Group.

EEEEEK---a mouse!!!! Don't let your clients' financial future get caught in this potential mousetrap. Call PDI's experienced LTC specialists today, we know Long Term Care! 800-234-7341

Our Story

For over 40 years PDI Financial Group has provided 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.

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601 N Lynndale Dr
Appleton, WI

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00
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