Having worked for several large insurance companies prior to launching Insurance Advisory Services, founder Mark W. Klein, LUTCF, experienced first-hand the serious shortcomings most single insurers face in trying to meet the varied risk management needs of their clients. Mark quickly became convinced that the best way to serve his clients was to form an independent agency that was free to shop the marketplace for the best carriers and deals, and to create optimally structured plans that allow his clients to take full advantage of the many tax savings and other benefits available to them by law.
In employing this business model, Insurance Advisory Services uses some of those most innovative insurers in the industry, and draws on the expertise of analysts, third-party administrators and other specialists to craft customized pension plans, and to deliver the right mix of health, life, disability, and dental insurance plans to meet each client's particular needs.
With its focus on personalized service and goal of building a long-term relationship with every client, Insurance Advisory Services has ensured that its own interests are aligned with its clients' interests, every step of the way. More than twenty years and many dedicated clients later, Insurance Advisory Services continues to live this vision daily, vigorously advocating for its clients, and remaining true to its original core mission.