Products & Services

We provide clients with tailored programs, including coverages and services focused specifically to the needs of the Financial Institutions sector:


Property & Casualty

  • Directors & Officers
  • Crime, Workers Comp, Professional Liability
  • Bonds, Cyber Liability, Fiduciary Liability

Financing & Investments

  • BOLI and CUOLI
  • Financial Analysis
  • Tax Liability Mitigation
  • Balance sheet diversification

Group Medical, Dental, Life, and Disability Plans

  • Fully Funded and Self-Funded Plans
  • Private Exchange Plans
  • Captive Plans

Retirement Services: 401(a), 401(k), 403(b) and 457 Plans

  • Fiduciary guidance and oversight
  • Plan design, consulting, and benchmarking
  • Employee Education and engagement strategies
  • Vendor selection and management
  • Investment analysis and recommendations

Executive Benefits

  • Retirement and Deferred Compensation Plans
  • Supplemental Life Insurance Protection
  • Supplemental Disability Income Benefits
  • Long Term Care Insurance
  • Long & Short Term Incentive Plans