Algren Associates consistently stands out as a powerful force in the insurance industry

Our Promise

Financial advisors and professionals choose Algren Associates as their lead insurance partner not just for our knowledge and expertise, but because we relate to their business. They tell us we have positioned ourselves as a real resource. What this means to you is we demonstrate our knowledge by our actions. We care about your clients and do what is right by them. In solving your client’s insurance, estate, or business planning needs, we do so accurately, efficiently, and promptly. Our team works with you in the method and manner in which you conduct business to bring a truly consultative approach.

Our Purpose

Algren Associates provides an unbiased view of insurance planning based on a consultative, client-centered focus. As an independent insurance organization, our purpose is to focus on what’s important... protecting your clients’ lifestyle and financial security. We help you add value to your client experience and complete your services. We are focused on the attention and the efficiency you require to exceed every client expectation. We deliver resources and support to help expand your practice and provide you with a true partnership based on care and trust. It is truly about the client, and we are privileged to share that philosophy with you.

Our Story

With over a half of a century of experience, Algren Associates consistently stands out as a powerful force in the insurance industry. We are committed to providing efficient estate and wealth transfer solutions for financial advisors and their clients. As an independent partner to professional advisors, broker/dealers, banks, and other institutions, we are committed to discretion in the planning process anchored by our consultative approach.

Knowledge and Expertise

Life Insurance

  • Estate, Wealth Transfer, and Gifting
  • Survivor Income Solutions
  • Business Planning & Executive Compensation
  • Supplemental Retirement Income

Long-term Care Funding

  • Long-Term Care Insurance
  • Asset-Based Solutions

Annuities

  • Fixed & Indexed Annuities
  • Supplemental Retirement Income

Disability Insurance

  • Individual and Supplemental
  • Executive Carve-Out
  • Business Overhead
  • Buy-Sell Planning

Life Settlements

  • Understanding the Options
  • Determining Policy Economic Values