Power through Partnership
As true partners, our advisors are focused on addressing the unique needs of your plan.
Annual Contribution Limits
Looking to help your employees work toward a secure retirement? Want to plan for your own future? The IRS reviews annual contribution limits each year. Be sure to know your limits.
Our guide can help you narrow the focus and zero in on a retirement plan that could work for you.
"Empowering advisors to meet client needs drives AssuredPartners Investment Advisors."
We are dedicated to providing advisors with the tools necessary to meet their clients needs - from asset management, to fiduciary governance and plan design optimization, to financial wellness . Partnering with our advisors to deliver those tools to their clients is the heartbeat of what we do.
Featured News
Pop-Tart Economics During this Presidential election season, we don't like to talk about politics, but we do talk economic policy and how it might impact our clients and their portfolios. We...
America has roughly 5 million people aged 65 to 74 who are single and childless.1 While these solo retirees report that they enjoy their independence and added freedom, they are also worried about...
The Boy Who Cried Wolf You've heard this one before: A village picks a boy to watch over the sheep. The boy is supposed to yell “Wolf!” if a wolf comes around and the townspeople will come running to...
There are some people who would love it if you threw a surprise birthday party for them. They'd enjoy every aspect of it, from the sudden yell of "Surprise!" to being the center of attention to...
Find an Advisor
One of our professionals is ready to help you.