Choosing the right partner at the right time may be the most important business decision you ever make.

We believe a strong, complementary partnership is greater than the sum of its parts. Together, we’ll
drive the ultimate client experience while empowering advisors to be wildly successful. We created a
shared services platform which makes new business generation more scientific and profitable, and less
cumbersome on advisors and partner firms.

The current economy forces all business leaders to ask themselves how to maximize efficiencies while
minimizing costs. Since it is far more expensive (some industry experts say up to 25 times more
expensive) to gain a new client than to retain an existing one, our partnerships seek to hone in on
growth opportunities while utilizing a shared base of support functions. In essence, to provide you with
the tools and technology necessary to do more of what you already do well.

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Expand Our Footprint
Accelerate Growth
Provide Industry Expertise
Expand Practice Lines
Add To The Portfolio
Serve Upmarket Client Profiles
Driving Value Together

Insgroup wants to partner with like-minded leaders looking to grow their business.

Driving Value Together

What’s an ethos? By definition it’s the characteristic spirit of a culture, era, or community as manifested in its beliefs and aspirations. On paper, it defines who Insgroup is today and who we intend to be tomorrow, and the day after that. It includes our Purpose, our Vision, and the Values that guide our decision making and pursuit of shared goals.

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