Headquartered in Charlotte, NC, The Pelora Group is proud to partner with financial professionals across the country.
About
Us
We are a relationship-driven organization that partners with you to take your practice to the next level and remain relevant in the ever-changing financial services industry. Our purpose is to help you determine your unique vision and the direction that is right for you.
Our Unique Approach
Our localized expertise
Through collaborative partnerships, we provide personalized resources and support, guiding you through a comprehensive process to help your business increase profitability.
Invested in your Success
We are a stewardship-driven community that dedicates our time, talent and resources to your ongoing success â investing in you â personally and professionally.
Entrepreneurial focused
We equip you with the tools to stay relevant and navigate change as you build and own equity in your business. You own your clients.
Our
Unique
Approach
Our Core Values
Balance
Personal and professional success is achieved through working on the mind, body, and spirit simultaneously. We believe in the development of the complete person.Â
Growth
We believe life is richest outside our comfort zone. We never quit on getting better as an organization, as individuals, and as leaders. We are always working on becoming better versions of ourselves.
Authenticity
We are unique, genuine and strive for transparency. We fulfill our commitments; we act in alignment with who we say we are, and we work to build and sustain high trust relationships.
Conviction
We are all in. We provide our clients, advisors, and team members the greatest opportunities to reach their goals. We focus on what is truly important to those around us and support their calling.
Stewardship
Every day we act responsibly with our time, talents, and resources to enhance the lives of our community, clients, advisors, and team members.
Our History
Locations
By The Numbers
0
200
+ FINANCIAL
PROFESSIONALS
0
87
YEARS OF
DOING BUSINESS
0
29
FIRM
PARTNERSHIPS
0
94
K+ CLIENTS/HOUSEHOLDS SERVED
Measure of Community Value
Measure of Community Value
People and businesses rely on us to help secure their financial futures, but our commitment does not end there. Through our dedication to building long-lasting relationships with our clients, we serve the local communities where we live and work. Our involvement in charitable organizations and civic events is a priority and meaningful to our team. Here is how we are making a difference in our communities.
$13.8 Billion
Over $13.8 billion of life insurance coverage in force.1
$113 MILLION
Paid over $113 million in life insurance benefits3 and $22 million in disability income insurance benefits (claims)4 to our clients.2
$25.8 million
Paid $25.8 million in dividends5 to The Pelora Groupâs clients who own eligible participating whole life policies with MassMutual.3
$15 MILLION
Distributed $15 million in free6 life insurance to eligible families as part of MassMutualâs LifeBridgeSM Program.4
$4.42 Billion
Over $4.42 Billion in Assets Under Management. 7
- An insured, owner, or payer of a MassMutual policy or contract (12/31/2021).
- Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2021).
- Amount of individual life insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2021).
- Amount of disability income insurance claims paid for products issued by Massachusetts Mutual Life Insurance Company (12/31/2021).
- The amount of dividends to whole life policy owners in 2021.
- MassMutual pays the premiums (12/31/2021).
- Assets Under Management (02/13/2023).
