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."
We are dedicated to providing advisors with the tools necessary to meet their clients needs - from best-in-class 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
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction and can save you money in estate...
You see one headline that says, "Inflation Finally Under Control," followed by one that reads, "Banks Wary of Further Inflation." A news outlet announces, "Unemployment Near Record Low." Yet on the...
The drive to acquire money can warp your values. Having a lot of it can blind you to key realities about yourself. And when you're obsessed with it, it can act as the yardstick by which you measure...
Taylor Tepper, a financial journalist for Forbes, writes that when the vast majority of us try to trade stocks for short term gain, we do a horrible job. "We sell them when we should buy," he says,...