Financial Advisor Insurance Partnerships

We partner with financial advisors and wealth managers to deliver comprehensive insurance strategies that align seamlessly with your clients’ financial goals.

You know your clients. AssetSure knows insurance.

The AssetSure Advantage: Strategic Insurance Support for Financial Advisors

At AssetSure, we work with financial advisors by providing customized insurance, risk management and wealth protection strategies that fit directly into their clients’ financial plans. Backed by 50 years’ experience in national property and casualty (P&C) insurance, we provide the experience and resources that clients and their advisors expect.

Your advisory firm will be assigned a dedicated AssetSure consultant who works closely with you to design insurance programs that complement your financial strategies. We help ensure your clients stay protected from risks that could threaten their financial well-being.

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Tailored Insurance Solutions for Financial Advisors

Every client has a unique risk profile. That is why we avoid one-size-fits-all coverage and instead work in close collaboration with financial advisors to create personalized insurance strategies. Our holistic approach ensures each solution supports your clients’ broader financial and estate planning goals.
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Client Insight and Concierge-Level Service

Our process helps you better understand your clients, enhancing relationships by addressing their unique needs. We provide claims support, personalized policy reviews, and guidance that evolves with your clients’ changing needs. Your clients receive the same high level of care and attention that you provide.
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Innovative Coverage Backed by Experience

AssetSure helps you navigate the complex insurance landscape with clarity and confidence. Our experience allows us to deliver insurance products that meet the needs of high-net-worth individuals and multigenerational families.
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Elevate Your Practice with AssetSure

Ready to offer your clients enhanced protection and service? AssetSure gives you the tools and partnership to deliver added value and protection.

We are actively growing relationships with advisors across the United States.

Contact:
Kaitlin Knecht, VP
kknecht@assetsuregroup.com
+1-610-692-0953 x 288

Partner with AssetSure

“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.”

FAQs - Frequently asked questions about financial advisor insurance partnerships

What is financial advisor insurance partnership?
Financial advisor insurance partnership refers to customized insurance planning solutions designed to align with your client’s financial, estate, and wealth management goals. It includes personal, commercial, and specialty coverages that help protect your clients’ assets and long-term plans.
Why should financial advisors partner with AssetSure?
AssetSure offers tailored insurance strategies that integrate directly into your financial planning process. We bring over 50 years of property and casualty experience, white-glove service, and deep industry knowledge, working with high-net-worth individuals and family offices.
What types of insurance solutions can I offer my clients through AssetSure?
We provide a wide range of insurance products including personal lines (e.g., high-value homeowners, umbrella liability), commercial coverage, and custom programs for complex assets. All insurance programs are tailored to the client’s financial goals and risk profile.
How does AssetSure support my advisory practice?
You’ll be assigned a dedicated AssetSure consultant who collaborates with your firm to design personalized coverage for each client. We offer concierge-level service, policy reviews, and proactive risk management that help you strengthen your client relationships and set your practice apart.
Are these insurance services branded as AssetSure or under my firm?

We can deliver solutions under the AssetSure brand or white-labeled to seamlessly fit within your firm’s client experience. Our flexible model supports your branding and service delivery preferences.

Is there a cost or commitment to working with AssetSure?
There is no cost to initiate a conversation or explore our advisor resources. We work on a consultative basis and only move forward when there’s a strong mutual fit. Interested, contact Rose Kurtz (rkurtz@assetsuregroup.com; +1-610-692-0953 x 216).

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

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Claims

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.

AssetSure - Insurance that knows your worth