Financial Planning for Your Organization 

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Like individuals, organizations have different financial concerns, goals and priorities.

AssuredPartners’ financial professionals have the technical knowledge and industry experience to help clients define and deliver on their diverse financial planning needs. We consult with organizations and conduct a risk analysis before customizing strategies that will optimize your program design and provide these financial planning tools and solutions: 

  • 40l(k) Retirement Planning/403(b) Monitoring, and actuarial and fiduciary support
  • Annuities, securities and mutual funds
  • Key-Person Life Coverage
  • Disability Income Planning
  • Split-Dollar and Buy-Sell/Buy-Out Agreements
  • Business Succession Planning
  • Executive and Deferred Compensation Plans
  • Other investment products and consulting

Our financial advisers also perform an investment analysis and policy review with plan trustees, and review funds, benchmarking, pricing and total costs to help ensure your organization is on track with its goals. 

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