ADVISOR PARTNERS
Discover how you can leverage the resources and expertise at Piedmont Brokerage to help your clients
Protect Your Clients Wealth with Piedmont Insurance Brokerage
PIB has been partnering with financial advisors for over two decades to utilize the full capabilities of the insurance marketplace combined with a deep understanding of advisors fiduciary responsibility to their clients.
“We value an unwavering commitment to integrity, striving for excellence in all we do to create a
positive, value-added impact with every interaction.”
- Whit Ferguson
Delivering for advisors and their clients
We provide differentiated solutions designed by leading risk management professionals, so clients can protect and achieve their financial goals.
Whether you’re an independent agent, affiliated with a broker dealer or an RIA, we want to first understand your approach and philosophy to managing your client’s needs. We have found over the years this is paramount in helping to provide value and alignment to your practice as a risk management partner.
About Us
Our Core Tenets:
- Educational Approach – to educate clients and advisors on the total cost of risk and better understand how solutions integrate with their plan objectives and financial goals.
- Communication – Being thoughtful in looking for ways to remove many of the hurdles and challenges associated with referring and implementing risk management solutions.
- Research Matters – There are no shortcuts to a good risk management program. We align and work closely with the top carriers and associations in our industry. This allows us to further our knowledge and put clients in the right solutions for their specific needs.
"We want to be the authoritative insurance resource for information and insight, providing best in class
service and unique solutions to help clients protect what matters most to them."
- Matthew Evanson
Our Services
“Our goal with case management is to reduce or eliminate friction for clients. The best tool we have is a
diligent process around communication between the client, advisor and carrier during the underwriting
process. We couple this with a thoughtful approach to managing expectations and anticipating
requirements to minimize client and advisor fatigue.”
- Stephanie Clune
Our Products and Carriers
Life Insurance Core Carriers
Disability Insurance
Long-term Care Planning
Additional Product Lines
The PIB Platform
We have intentionally built PIB with a three-tiered model to best serve our partners depending on their preferred level of involvement:
- Outsourced Insurance Desk (OID)
- Hybrid Joint Work
- Back Office Support