Beyond traditional benefit plan services and insurance, we deliver proprietary tools and specialized resources designed to support your unique needs. We have dedicated specialists in each of the areas below and our long-standing market relationships allow us to innovate on behalf of clients rather than settle for a one-size-fits-all approach.
The combined expertise of our preeminent employee benefits, business insurance, risk management, retirement planning and specialist resource teams form a coordinated consultative process that delivers superior results for you.
A comprehensive and robust personal insurance plan is an integral part of a personal risk management strategy. Decisions regarding your personal risk management strategy should be made with the advice of a professional insurance agent who has experience working in the high-net-worth marketplace.
The choices in long-term care (LTC) planning are evolving and becoming increasingly diverse beyond traditional insurance offerings, with more plans designed specifically for wealth protection and a return on investment. Retirement planning is not complete without a healthcare discussion and understanding the risk that a long-term care event can have on a family. There have been many changes in the LTC market, and more options are attractive to wealthier individuals and couples.
Read about today's most urgent security risks in the Threat Intelligence highlights from September where we reveal current cyber events that impact both businesses and individuals, including new ransomware that targets corporate environments, critical security patches, and the threat of cyber attacks against the financial sector.
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