At PIB, we work with top insurance carriers to make sure your group benefits plan delivers real value through our comprehensive group client experience model. Our Trusted Advisors work collaboratively with business owners like you to ensure the plan you choose aligns with your financial objectives, your workforce needs and your business strategy.
Thanks to our partnership with Navacord, we’ve secured preferred pricing with many carriers — giving you access to more competitive rates and coverage than you’ll find anywhere else. That means stronger coverage options, better value for your team and more cost-effective plans for your business.
Customized group plans to suit your needs
Group Retirement
Plans
PIB Wealth Management offers tailored Group Retirement Plans backed by top providers. But what truly sets us apart is our exclusive PIB Portfolio Series custom-built investment options only available to our clients. These portfolios are designed to balance growth and risk, with expert fund selection, ongoing management and automatic rebalancing to keep your employees’ goals on track. It’s a smarter, more personalized way to help your team build a stronger financial future.
Retirement Plans
Group Health, Dental and Supplementary Benefits
Meet the unique needs of your employees while maximizing value for you as an employer with a full range of plan designs and coverages, including unique pooled group options for additional savings. PIB’s Trusted Advisors will partner with you to design a Benefits Plan that is competitive, sustainable and responsive to your organization’s evolving needs.
Benefits options
Group Auto and
Property Insurance
Provide your employees with discounted personal Auto and Property Insurance options through the power of group savings. PIB can find a program best suited for your employees and company.
Financial Planning and Advice
As a business owner, your personal and professional finances are deeply connected. We help you plan for both with integrated financial strategies that support your business goals, protect your assets and prepare you for the future. Our exclusive PIB Retirement Income RoadMap is your personalized 360° plan to help maximize your retirement income, with support for succession planning, investment management and tax planning.
Why PIB?
Working with a PIB benefits advisor starts with a deep dive into your business—understanding your goals, workforce, budget, and any concerns with your current plan. From there, we align on priorities to build a benefits strategy that supports your team and fits your long-term objectives. Let us build the perfect plan for your business and for your employees.
Let’s take care of your employees — together
Together we’ll design the perfect plan to attract, retain and care for your employees.
The Power of 6
We offer a unique comprehensive suite of insurance and wealth solutions rarely found within one team. From personal to business, protection to planning, we cover every financial need with expert care and insight.