Whether a client is evaluating a new program or re-evaluating an existing plan, IIG provides significant value to the process. Within our areas of expertise we look to implement plans customized to our clients’ unique needs. These services include the following:
We firmly believe that education is the key to long term plan satisfaction. We help our clients thoroughly understand the dynamics of their programs through discussion and disclosure of the various product components, investment options, and related legal and tax issues.
This process is very involved, and includes modeling of the financial impact of various plan structures, scenario/shock analysis of plan performance in different economic cycles, and comparative analysis of structures and options.
IIG partners with clients to see the project through implementation and long term administration, including initiation and oversight of coverage and investment options. For financial institutions, this also includes regulatory and compliance support pertaining to bank regulatory interagency and state guidance.
At IIG, we remain involved for the long term. Our ongoing advisory services include consulting on in-force programs, industry leading quarterly credit reporting/analysis, regulatory compliance support, and administration oversight. We also monitor the legislative environment to keep clients informed of any potential changes that could impact their programs.
IIG • Institutional Insurance Group, LLC • 18 Shipyard Drive, Suite 3B, Hingham MA 02043 • Phone: 781-749-7373
Securities, when offered, are offered through FAS Corp., an SEC registered broker-dealer and member or FINRA. FAS Corp. is an affiliate of Financial Advisory Service, Inc. Institutional Insurance Group, LLC is independently owned and operated.
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