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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
November 22, 2004 at 07:00 PM
NU Online News Service, Nov. 22, 2004, 5:43 p.m. EST Duck Key, Fla.
USI Holdings Corp., Briarcliff Manor, N.Y., has acquired Benefit Partners of America L.L.C., Nashville, Tenn.[@@]
USI is a large, publicly traded insurance broker.
Benefit Partners, founded in 1970 as Turner P. Williams & Associates, is a worksite marketing firm that designs, markets and administers voluntary insurance programs through payroll deductions for large employers.
USI says Benefit Partners will become part of its specialized benefits division, which includes 2 other recent worksite broker acquisitions, Custom Benefit Programs and Future Planning Associates. The combined operation would be one of the largest producers of voluntary benefits in the industry, USI says.
USI expects the acquisition will add about $4 million to its annual revenue. It did not disclose terms of the deal.
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