Integrated Partners Creates Insurance Solutions Division, Adds Two Key Staff

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Integrated Partners , (“Integrated”) a national financial planning and registered investment advisory (RIA) firm that serves over $15 billion in brokerage and advisory assets, today announced it is launching the Integrated Insurance Solutions offering to help its financial advisors meet the complex insurance needs of their high-net-worth (HNW) and Integrated family office division clients.

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Provider: 
Business Wire, Inc.Business Wire, Inc.
Retrieved on: 
Mardi, juin 20, 2023
Information
Tags: 
Consulting, Banking, Professional Services, Asset Management, Insurance, Kaplan, RIA, Policy, First, Trust, Acquisition, Growth, Integration, Family, Family office, HNW, UHNW, Financial services
Geotags: 
MASSACHUSETTS, UNITED STATES, NORTH AMERICA, MICHIGAN
Organisation: 
INTEGRATED PARTNERS
Résumé
Key Points: 
  • Integrated Partners , (“Integrated”) a national financial planning and registered investment advisory (RIA) firm that serves over $15 billion in brokerage and advisory assets, today announced it is launching the Integrated Insurance Solutions offering to help its financial advisors meet the complex insurance needs of their high-net-worth (HNW) and Integrated family office division clients.
  • These services include Business Owner Solutions , a dedicated Family Office division, retirement planning, investment management and corporate and group benefits .
  • The Insurance Solutions offering will create tailored life insurance policies for HNW and ultra-high-net-worth (UHNW) clients.
  • For more information about Integrated Insurance Solutions, go to https://integrated-partners.com/ .


Integrated Partners, (“Integrated”) a national financial planning and registered investment advisory (RIA) firm that serves over $15 billion in brokerage and advisory assets, today announced it is launching the Integrated Insurance Solutions offering to help its financial advisors meet the complex insurance needs of their high-net-worth (HNW) and Integrated family office division clients. Integrated has hired Peter Kaplan as its senior vice president to lead this endeavor. Additionally, the firm has appointed veteran business development professional Josh Benson as vice president of strategic relationships.

Recognizing the escalating complexity experienced by Integrated's clients, coupled with the recent tax and estate planning regulations, the firm has taken a prudent step by incorporating this program into its extensive range of services. These services include Business Owner Solutions, a dedicated Family Office division, retirement planning, investment management and corporate and group benefits. The Insurance Solutions offering will create tailored life insurance policies for HNW and ultra-high-net-worth (UHNW) clients. This initiative has already achieved notable success by saving one family close to $1 million in premium through the implementation of a new life insurance policy that was placed inside a trust. Additionally, the same family was able to successfully mitigate an additional $4 million in federal estate taxes*.

“The ever-increasing complexity of regulations and individuals' financial circumstances has rendered this service indispensable for our high-net-worth clients,” said Paul Saganey, Integrated Partners’ Founder and Chief Executive Officer. “Peter’s enthusiasm for client service is unwavering and it’s been a delight to build this out with him.”

Before joining Integrated, Kaplan was vice president at First American Insurance Underwriters and director of business development at Coyle Company; he has more than 30 years of insurance experience.

Integrated has achieved momentous growth over the last five years; with plans to continue and accelerate this growth, the need for a vice president of strategic relationships has become apparent. Benson, who previously spent nearly 11 years at Orion Advisor Technology, most recently as vice president of business development, will serve as a liaison between all Integrated’s services. His role will entail supporting advisors in streamlining their offerings, identifying potential gaps in their business models, and executing their growth plans.

The growth momentum at Integrated remains strong, with no signs of slowing down. The firm has already welcomed multiple teams to its roster this year, including two teams based in Michigan. Moreover, marking a significant milestone, Integrated made its first acquisition by adding $2.25 billion Laurel Wealth Advisors at the beginning of the year.

“As our firm has experienced tremendous growth, witnessing the influx of entrepreneurial and holistic planning-focused advisors joining us has been nothing short of inspiring," remarked Rob Sandrew, Chief Growth Officer at Integrated. "With Josh on board, our advisors now have an invaluable resource to tap into, enabling them to fully leverage all that Integrated has to offer as they continue to chart their own growth journeys."

For more information about Integrated Insurance Solutions, go to https://integrated-partners.com/.

*This is not representative of any specific investment. Your results will vary.

About Integrated Partners

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 200 advisors, 170+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

We believe in advisors. Let us prove it to you.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

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