We work with financial advisors and wealth managers to offer comprehensive insurance strategies integrated with their clients’ financial planning.

You know your clients. AssetSure knows insurance.

AssetSure becomes a value-added extension to your financial planning team.

By working in collaboration with trusted advisors of individuals and families, AssetSure constructs comprehensive wealth protection and customized risk management plans for their clients. Backed by 50 years’ experience in national property and casualty (P&C) insurance, we provide the specialized expertise that clients and their advisors expect.

As a client, your advisory firm will have a dedicated sales advisor that delivers customized insurance solutions to your clients. Our solutions are in line with the financial planning goals you have created for your customers, and AssetSure ensures your clients remain well protected.

AssetSure is growing advisory relationships within the US. To speak with one of our advisors, contact Rose Kurtz, VP, Business Development +1-610-692-0953 x 216

Download our FREE Advisor Client Questionnaire

Please complete and submit this form to download our Personal Insurance Questionnaire so that your financial advisors can properly address their clients’ insurance exposure.

Advisor’s Name(Required)

“The AssetSure platform gave our company a turnkey high-end solution that allowed us to bring additional services to our customers with minimal disruption to our business process while providing a significant revenue opportunity for our firm.”

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Contact Us

Your questions are important to us. That’s why we provide you with a number of convenient ways to contact AssetSure.


We are here to help you through every aspect of your claim experience. Visit the Client Portal to access your policy number and claim reporting details.

Additional questions?

 Email or  call 610-692-0953 at your convenience.