Persike Benefit Solutions provides easy access to the technology of modern day risk management, as well as the products offered from our strategic partners. Our goal is to develop a strong personal relationship with our clients, so that we can better understand the issues they face. With that knowledge, we are better able to design solutions for problems.
Most of our clients are business owners or their key people, professionals, or wealthy people. Our goal is to be a one-stop source for information and products.
We help businesses and professionals to achieve a balance in their group benefits packages. Planning for the future is always an adventure because there are many assumptions and opportunities. Over the years, we have found that relying on tried and true products and services achieve the goals in the long run. Our network of strategic partners all enjoy impeccable credentials. The promises we and our partners make are the promises we keep.
Planning for the future is very important. Our clients are not interested in what is in style today. They want comfortable and reliable answers to things like: How am I going to take care of my parents when they are older? My children are driving me crazy; How can I protect them from themselves? Who is going to take care of me in my old age? I need help in retaining my good employees. If something were to happen, I would want my family to survive and prosper and I hate taxes; can you help? Can you help me to do something special for my college? These are the kinds of questions we answer every day. We don’t have all the answers, but we have pretty good solutions that are time tested which work.
We have long since learned that “no man is an island”. We work collaboratively with other professionals. It is not uncommon for us to work with attorneys, accountants and trust officers. Our goal is to find solutions to your problems.
Probably one of the most important aspects as to how we work, is that we know that we are a boutique agency. We are problem solvers. Many of our clients have been with us for years. They are our friends. We have literally watched the kids grow up. To us, the relationship is everything.
The question is always, “Are you looking for more clients?” The answer is, “Yes, we are looking for additional relationships.”