The Leaders Group is the only BD for the BGA! We recently joined The Leaders Group and instantly I am impressed with how much they know about our business. They also consistently … Read More
The Leaders Group is the premier broker-dealer for brokerage general agents, insurance agents, and independent financial advisors.
General Agents
With more than 150 general agents registered, we are one of few broker-dealers in the nation that specializes in wholesale brokerage business.
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Insurance Agents
The Leaders Group provides the personal service of an independent firm with the broad insurance portfolio of a large broker-dealer.
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Financial Advisors
Are you looking for a broker-dealer that values independence and provides you with the support needed to grow your practice?
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Leadership
The Leaders Group is family-owned, and is dedicated to providing the best customer service in the industry. We never lose sight of who makes us great, and treat you as an extension of our family. Our experienced management team is committed to providing you with the knowledge and guidance you need to succeed.
Learn more about our executive team:
DAVE WICKERSHAM
CEO
SEAN WICKERSHAM
President and Chief Marketing Officer
JANE RILEY
Chief Compliance Officer
DAVID FRANCIS
Operations Manager
VAN LAM
Commissions Team Lead
Vision
Our business model is built to allow you the freedom to run your business the way you intended. We provide you with expert, business-friendly compliance, pro-active marketing, next generation technology, and back office support for all aspects of your organization with a low cost, high payout structure for maximum profitability.
We give you the flexibility to operate with the independence you need by providing access to a wide range of annuity, life insurance, and securities products from a wide variety of carriers. We understand that our business is about relationships, and we will always work hard to accommodate any structure your business demands.
Experience
Founded in 1994, The Leaders Group brings more than two decades of knowledge, expertise, and leadership to a complex and changing marketplace. The Leaders Group is the premier BD for BGAs nationwide, and is the world’s #1 broker-dealer for variable universal life.
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Accolades
Leaders Group is truly the one BD that understands the wholesale market which we live in. We are not reps doing variable business so you don't hold us to the same standards as all … Read More
Large credit goes to The Leaders Group for creating and reinforcing the environment which has allowed our practice to prosper during our 14-year association. It has been m … Read More
News
Sean Wickersham Named President and Chief Marketing Officer
The Leaders Group is proud to announce the promotion of Sean Wickersham to President and Chief Marketing Officer. He will have the primary responsibility of corporate management oversight and planning, and development and execution of marketing initiatives. Sean Wickersham joined The Leaders Group in 1998 and has been a key player in … More
Starlight Portfolios: Your partner in the new age of financial planning
Alright, let’s get this out there. Starlight Portfolios isn’t a robo-advisor. Yes, the platform shares many robo-advisor capabilities, but the intended purpose of the platform is to serve as an online investment advisor. As part of TLG’s new technology offering and partnership with leaders in the fin-tech industry, Starlight offers an efficient proc … More
What the DOL Fiduciary Rule Might Mean for You
All financial advisors should be leery of the Department of Labor’s proposed fiduciary rule. The rule, proposed by the DOL April 20, 2015, will broaden the investment advice fiduciary definition and impose additional obligations on most, if not all, advisors. The big question is what those additional obligations will be. No one knows for sure, … More