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OUR PARTNERS
THE IMPORTANCE OF OBJECTIVITY AND INDEPENDENCE
With the goal of helping our clients make appropriate choices in an objective context, we believe that it is important to offer a comprehensive selection of services from a diverse array of industry-leaders. Accordingly, we have established strategic alliances with three leading independent networks: Insurance Office of America, Pension Investors Corporation, and The ValMark Companies. Together, they provide preferred access to a broad range of the industry's finest insurance and investment providers, as well as a level of professional support that establishes them as market leaders in their respective fields.
INSURANCE OFFICE OF AMERICA
Insurance Office of America is a privately held, full-service insurance agency founded in 1988 and is one of the fastest growing independent agencies in the U.S. It is Florida's largest privately held property and casualty insurance agency; the 9th largest privately held agency by Insurance Journal- National; ranks 16 on Hales & Company Private Broker/Agencies list and is ranked the 32nd largest U.S. broker by Business Insurance Magazine. IOA was named one of the top three Commercial Insurance Agencies of the year in 2005, by National Underwriter. And locally, IOA receives high marks - the Orlando Business Journal awarded them 41st on the Central Florida's Golden 100 Ultimate CEO list, 2007; and recognized them as one of the Best Places to Work, 2007 and 2008. A member of Independent Insurance Agents of America, IOA's home office is located in Longwood, Florida, with 23 branch offices reaching eight states from coast to coast.
THE VALMARK COMPANIES
For resources in the areas of wealth transfer and investment management, Rubin Wealth Advisors is a Member Office of The ValMark Companies, one of the nation's leading independent broker dealers specializing in exclusive resources for the industry's top echelon of wealth management firms. ValMark counts among its Members many of the leaders in the financial services industry, including national Presidents and Board Members of the Association for Advanced Life Underwriting, the Million Dollar Round Table and the National Association of Insurance and Financial Advisors. In the area of wealth transfer funding, ValMark serves as an independent life insurance buying cooperative with an estimated $40 billion of in-force life insurance with a select group of wealth transfer insurers. In the area of investment management, ValMark has $4.0 billion under management and a comprehensive range of strategies, tools and technology from leading investment providers.
PENSION INVESTORS CORPORATION
For resources in the areas of corporate benefits and retirement planning, Rubin Wealth Advisors is affiliated with Pension Investors Corporation, the largest independent pension company in Florida. Founded in 1970, the firm provides turnkey services for all types of retirement and employee benefit plans to over 1,700 Florida employers and professionals. A team of actuaries and pension administrators provide a full complement of services, including plan design, enrollment, administration, compliance testing, reporting, and plan distribution for a wide range of non-qualified and qualified retirement plan types (including defined benefit, defined contribution, stock bonus and ESOP plans).
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