Making Insurance Easier Since 1968
Founded in 1968, Belman Klein Associates, Ltd., has thrived in an industry that is consistently faced with a challenging regulatory environment, pricing pressures, and shrinking margins.
Our consultative insurance services – combined with a commitment to helping insurance professionals and wealth advisors find new opportunities, solutions, and products for their clients – has helped us make a difference in many businesses and lives.
Exemplary point-of-sale assistance provided with a personal touch contributes to our independent, boutique feel, while our cumulative institutional knowledge allows us to compete on a case-by-case basis with firms of any size or prestige.
We Create Solutions
We regularly align with our advisor partners to maximize their strengths, broaden their client relationships, and protect the families, businesses, and plans they have worked hard to build.
Our consultative insurance services include:
Business Continuity and Succession Planning
Personal Wealth Transfer
Asset Protection/Risk Management
Non-qualified executive benefits