Peck Financial has two primary practice areas:
A nationally recognized Executive Benefit Practice that specializes in the employer sponsored executive disability, life and long term care insurance arena. About half of our clients offer voluntary executive guarantee issue arrangements for their Partners and senior level employees while the other half fund their executive plans. Both arrangements can benefit from considerable underwriting concessions and discounts.
The firm’s Private Client Group grew organically out of the Executive Benefit practice to serve the needs of executives and their families around the world. This division helps busy executives make effective risk management decisions with the little time they have available. We study their employer provided coverage and coordinate with their existing personal insurance arrangements to design comprehensive and cost effective risk management, retirement and estate planning strategies. Our clients almost always stay with us even when they change jobs. We are often one of their first phone calls during a transition to make sure they don't miss something when moving to the next opportunity or phase in their lives.
About 80% of our business is referred by other advisors who have senior level relationships but require a specialist to work alongside them and help manage the intricacies of these plans over the long term. Many of our corporate clients have been with us for more than fifteen years.