Our comprehensive range of financial services and planning strategies are focused on enhancing our clients’ ability to enjoy the quality of life they have dedicated their lives to create.
Insurance Strategies
While no one can predict the future, it's important to have a customized insurance and risk management plan in place to help give you confidence that your income, your family, and the longevity of your business are protected - though all of life’s uncertainties.
Answer a few simple questions to estimate the amount of life insurance coverage you need.
Life Insurance Needs Calculator* | 9 Reasons Why Life Insurance is Important for Your Loved Ones
Life Insurance | Long-Term Care | Disability Income Insurance
* By clicking this link you are leaving the Podium Group website. We are not endorsing or guaranteeing the products, information or recommendations provided by the organizations linked to our website. We are not liable for any failure of products or services advertised on those sites. We are not responsible for the validity, collection, use or security of information by organizations that may be linked to our website. We encourage you to read the privacy policies of websites reached through the use of links from our website.
Executive Benefits
We specialize in the design, implementation and administration of executive benefits plans that help to attract and retain key employees and protect your business with effective solutions now — to ensure a successful future.
Executive Bonus | Split Dollar | Deferred Compensation | Qualified Plans
Legacy Planning
Your estate and trust planning deserve careful attention. Our experienced team of financial professionals can help you develop a plan that will help ensure your legacy continues on to the people, communities and charitable causes that mean the most to you.
Wealth Transfer | Estate & Succession Planning | Trust Services | Gifting
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.
Business Planning
We understand the value you bring to your business and the people who make your business successful. We will work with you to protect your employees’ best interest, while protecting your business and the legacy you have built.
Succession Planning | Buy-Sell Funding Options | Key Employee Insurance
Workplace Solutions
We know the financial well-being of your employees is important — and every employee’s needs will be different. Podium Risk Management offers a range of comprehensive, effective employee benefit solutions to help protect your employees and key executives to help ensure them a successful financial future.
Financial Wellness & Education
With access to our financial education, wellness program and online learning tools, applications, and financial resources, we can help your employees make better decisions about their finances and use of the benefits you offer.