The Leaders Group, Inc.

A Leading Broker-Dealer for the Insurance Industry

The Leaders Group is a leading broker-dealer for the insurance industry. We have relationships with all the major insurance carriers and product providers, giving you access to the best solutions available.

 

We cater to brokerage general agents (BGAs), independent marketing organizations (IMOs), and independent insurance agents.

 

  • Business-Friendly Compliance
  • Competitive Payouts
  • Flexible Cost Structures
  • Unparalleled Expertise
  • Personalized Customer Support

Unleashing the potential for financial professionals.

We look to empower you with the tools and resources necessary to allow your practice to grow and thrive. Our organization is guided by our motto of “Doing the right thing is always the right thing.” We invite you to learn more about our family of financial professionals and explore the aspects that make us great.

 

We also believe that compliance is intended to enable your business, not get in the way. We want you to operate in the client’s best interest and can help you do so in a manner compliant with regulatory rules and guidance.

 

We understand that some financial professionals operate in a dual capacity offering both fee-based and commission-based products, and others operate as one or the other. We can accommodate almost any business model.

Financial Advisors

We offer fee-based solutions for financial advisors through TLG Advisors, Inc. which is a separate SEC registered RIA. A variety of third-party asset managers are available along with an in-house portfolio management solution customizable to your business.

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Registered Representatives

The Leaders Group offers a robust platform for our registered representatives with a wide array of product availability as well as flexible choices for affiliation. Our proprietary technology offering allows for an easier business transition, new business submission, and client management process.

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TESTIMONIALS

Our Customers Are Our Highest Priority

  • “The Leaders Group gives you the freedom to do the business the right way. Coming out of a career shop, you always heard what you can’t do, and never heard what you could do. They give us the ability to do what’s right for the customer and the freedom to do business and grow.”

    Jimmy Jacobs
    Milestone Financial Solutions
  • “What a blessing in disguise it has been for us. I have had a wonderful experience. I went to my first Leaders Group Straight Talk conference last fall and had such an incredible time. It was a feeling of being a part of a family and the amazing willingness to share ideas was great. I felt very welcome. There is something very special here.”

    John DuBois
    Illumination Financial Group LLC
  • “I started in 2019 when Nationwide Securities shut down their broker-dealer, and it has been a rewarding experience. The ease of submitting business is key and I feel like they have invented the wheel. It used to take me an hour or two hours to submit business before, and now it takes me five minutes. As a result, I’ve had the best financial production year I’ve had in 37 years. The depth and breadth of the product that they allow me to sell is fantastic. Hats off to Jane and the compliance department, they truly make compliance an easy process. Everyone at The Leaders Group has made it a wonderful experience. I would tell any agent that they need to consider The Leaders Group, and I consider them the gold standard.”

    Bill Oliver
    Oliver Insurance and Financial Svcs

Do you have your own RIA and need a broker-dealer solution? We can help!

We are friendly to existing relationships and agents who have an outside RIA affiliation. Let us be your growth partner and streamline the process under one roof. Leverage our expertise and build off of your existing foundation.

The Leaders Group, Inc. has been recognized as a top independent broker-dealer in the nation several years running by InvestmentNews. For 2021, The Leaders Group was the 4th fastest-growing IBD and among the top 30 firms ranked by revenue and size. More information can be found at InvestmentNews.com.