We serve financial advisors who help business owners protect their families and ensure their business continuity. The Individual Life and Wealth team in Gallagher’s Financial and Retirement Services practice is a trusted partner. We consult on and construct life insurance, annuity, long-term care and disability insurance coverage to support a client’s overall financial plan.

Individual Life and Wealth Consulting

As a wholesale brokerage firm, we provide marketing and sales support to independent agents and advisors around the globe. We work with insurance agents and brokers, CPAs, money managers, financial advisors, family offices, individuals, and business owners/partners. All of whom benefit from our expansive selection of products, and our marketing and sales support. We are committed to helping create, protect and transfer wealth.

A range of products customized for your needs

Working with financial advisors and business owners, we provide cost-effective insurance and benefit solutions leveraging our buying power across carriers that include:

  • Life Insurance. Our tool is designed to aid with income protection, living benefits, and tax-advantaged wealth accumulation.
  • Annuities. Products that are designed to give consistent income.
  • Disability insurance. Developed to help clients keep income while they may not be able to work.
  • Long term care. Solutions for care that extends past a hospitable stay.
  • Specialty products. For those exceptional cases not available at typical brokerages.

We are often asked to consult on succession planning and strategy for the sustainability of a business for generations to come.

Individual Life and Wealth Consulting Summary

  • Access to a full array of products and services
  • Succession planning that mitigates your business sustainability risk
  • Ensure loved ones are taken care of financially
  • National coverage footprint to provide a local, personal touch

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