TIP Information

TIP is a wholesale executive benefits advisory firm thatservesemployee benefits and retirement consulting firmsnationally by identifying coveragedeficiencies,providing innovative plan designsolutionsand end-to-end administrativesupport. Founded on the principles of trust, innovation and people, TIP strategically sources the best plans in the market to help mitigate the risks threatening the success and growth of companies,whileproviding peaceof mind and a better quality of life for key employees and their families. With decades of experience and white glove service, TIP provides exceptional commitment and expertise for their clients, companies and partners. STRATEGIC COLLABORATION: By seamlessly integrating into your team, we conduct in-depth audits that uncover gaps in coverage, particularly for high-income earners who exceed group benefit and qualified plan limits. Our comprehensive approach ensures that we identify and address potential income and family protection shortfalls, as well as unintentional discrimination, helping secure retirement savings and overall financial well-being. RAPID RESPONSE Swift turnaround times ensure a convenient, efficient experience for consultant partners and corporate clients alike. PROPRIETARY TECHNOLOGY TIPConnect, a first-of-its-kind platform designed specifically for consultant partners and their clients, provides secure visibility into opportunities, implementation and plan administration—streamlining business management alongside our expert team. MARKET LEADER Consulting across the U.S., we lead the way in emerging concepts, offering nationwide expertise and unmatched access to top carriers and terms/conditions. STREAMLINED SOLUTIONS With end-to-end support, we manage the entire process—from market review to implementation and case management—delivering innovative plan designs for even the most complex cases. Learn how we can help you and your clients safeguard your success.