Insurance services for representatives.


Cadaret Grant Agency is a sister company of Cadaret Grant, providing insurance services for many of Cadaret Grant’s representatives.


Cadaret Grant Agency is designed and operated exclusively for the representatives of Cadaret Grant.  We know that representatives have access to other general agencies and we gladly accept the challenge to surpass our competition.


Cadaret Grant Agency offers:

  • High commission payouts.
  • An in-house advanced underwriting consultant for high-end business and estate planning cases.
  • An in-house long term care insurance specialist.
  • Pre-submission medical and financial underwriting appraisals.
  • Twenty-four hour turnaround for illustration requests.
  • Competitive analysis available for all available products.
  • Relationships with over 25 major insurance carriers.
  • Annuity interest rate grid updated weekly (or more frequently, if necessary).
  • Insurance update and educational meetings available (They can be conducted at your office for associates and staff).
  • Submission-to-commission status updates are a priority.
  • New, state-of-the-art technology.
  • Insurance marketing updates in our bi-monthly publication – The Edge

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.