PKF North America, NAPLIA, Universal Insurance Services and Harbor Strategies Group create strategic alliance to offer leading edge services.
A leading Global network of independent high quality audit, accounting, tax, and business advisory services to international and domestic organizations combines with partners to better serve the advisory marketplace for accountants and their clientele.
DEERFIELD BEACH, Fla., Oct. 14, 2014 /PRNewswire/ -- Universal Insurance Services, considered one of the most innovative life insurance and financial advisory distribution firms in the country, has announced a strategic alliance with Harbor Strategies Group and NAPLIA, a leading risk management provider and one of Inc 5000's fastest growing companies, to offer cutting edge services to PKF North America, a global network of legally independent accounting firms.
Terry Snyder, President & CEO of PKF North America, has a long standing relationship with NAPLIA; he will look to Stephen Vono, Partner of NAPLIA in this new endeavor, to provide more innovative and creative risk management solutions to the accounting marketplace. "We consider alliances only when we believe there is an inherent ability to provide better services for our association and a compelling value in the market. We are excited to offer these benefits to our members, which we believe are the best available," said Mr. Snyder.
This strategic alliance will offer a broad range of solutions to include consulting and advanced planning for the members of PKF NA. Its distinctive model is not product or carrier specific and maintains a purely objective strategy when analyzing the life insurance, disability, risk management, long term care and executive benefits marketplace. Many of the offerings are discounted and/or unique, as well as not readily available.
Stephen Vono commented, "Our combined experience in the insurance and risk management world will allow us to offer education, services and creative options to our clients we believe no one else can offer." Dierdre Collins, Principal of Harbor Strategies added, "I have been proud to serve the accounting space in a consultative capacity for several years, and working with both NAPLIA and Universal allows a more efficient and effective platform."
Mitchell K. Smith and Michael Sorensen, the Managing Partners of Universal Insurance Services, will offer a unique, creative and innovative platform they believe to be unmatched in their space. Universal has the capabilities to focus in on solutions and pricing not typically obtainable, effectively and efficiently securing insurance products and executive benefit strategies for their clients. In addition, they have access to exclusive products. Their work also includes life insurance structures that can reduce the expense of traditional plans by measurable percentages.
"We realize there is a gap in the options, objectivity and creativity offered, even by the largest of firms," stated Mr. Sorensen. Mitchell Smith remarked, "Combining what we believe to be the best in wholesale insurance brokerage, financial advisory and advanced planning experience, we have created the ultimate source for our space."
About Universal Insurance Services
Universal Insurance Services is a life insurance and financial advisory distribution firm, which consults, advises and coaches professionals around the country. Universal serves high net worth individuals, corporate, private equity, executive benefit, RIAs, insurance agents, attorneys, CPA's, investment organizations, broker dealers and general agencies, as an objective specialist. Attaining the best possible solutions for their clients, through advanced planning techniques, underwriting, carrier and product support, sales assistance and more, Universal anticipates, innovates and educates, allowing their client's to focus on what they do best.
Contact:
Kristin Jenkins
800.878.8280
About NAPLIA
Established in 1999, North American Professional Liability Insurance Agency, LLP (NAPLIA) specializes in providing professional liability insurance, errors and omissions insurance, and related products. Our focused approach makes us leaders in the industry. Stephen Vono, principle of NAPLIA understands the risk and exposures that accounting firm's face. He has been specializing in accountant's professional liability insurance and advising accounting firms in risk management since 1996. He has been a tireless resource and advocate for PKF since 2012.
Contact:
Stephen Vono
508.656.1330
About Harbor Strategies
Harbor Strategies Group is an organization that consists of advanced planning professionals who combine varying levels of expertise in multiple planning disciplines serving professional CPA practices. HSG offers a consolidated, unbundled approach to insurance planning, wealth management and business succession strategies with special emphasis on minimizing the eroding effects of taxes wherever possible. Dierdre Collins, co-founder of Harbor Strategies Group designs solutions intended to help CPA's reach their objectives by providing a wide array of quality insurance alternatives to fill both individual and practice needs.
Contact:
Dierdre Collins
781.229.2300
About PKF North America (PKF NA):
PKF NA is a leading association of 104 legally independent accounting and consulting firms located in the U.S., Canada, Caribbean, and Mexico. Its member firms have revenue totaling approximately 1.5 billion US dollars. Members benefit from access to specialized knowledge and expertise throughout the association and through its affiliation with PKF International, Ltd. PKF NA also provides professional education, marketing and practice development support, and a library of best practices materials.
Contact:
Terry Snyder
770-279-4560
SOURCE Universal Insurance Services
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