Marcum Insurance Services is a dedicated consulting practice assisting individuals and businesses to identify and address their unique insurance needs.

As part of the Marcum Group, our insurance consultancy proactively collaborates with experts in complementary disciplines so we can comprehensively address your financial dynamics, including your tax and estate planning situation relative to your overall wealth.

Individuals We Serve

  • Current or former business executives and professionals
  • Entrepreneurs
  • High net worth families
  • Company employees

Working with the financial planning team, we focus on the proper utilization of life insurance in a goals-based asset allocation to help achieve overall financial objectives and mitigate risk

Solutions for Individuals:

  • Strategies to maximize spendable retirement income
  • Funding the cost of higher education
  • Funding health care costs in retirement
  • Legacy strategies to maximize assets transferred to heirs and charity
  • Family death benefit protection
  • Medicare coverage
  • Individual health insurance plans

Business Enterprises We Serve

  • Public and private companies
  • Professional practices (e.g., medical, legal)
  • Nonprofit organizations (e.g., hospitals, credit unions, universities)
  • Financial institutions (e.g., banks, insurance companies)

Our focus is working with business owners to consult on their insurance needs to maximize coverage, manage costs, and deliver comprehensive solutions to meet the needs of business owners and their employees.

Solutions for Business Enterprises:

  • Supplemental executive retirement plans (SERPs)
  • Business succession planning and buy-sell funding
  • Insurance-based retirement plans
  • Non-qualified deferred compensation plans
  • Incentive bonus arrangements
  • Split dollar life insurance
  • Key person indemnification
  • Property and casualty consulting
  • Health and welfare plans
  • Professional liability and commercial insurance coverage
  • Corporate health insurance plans

Interested in Having a Conversation?

Want to learn more about financial solutions that can make your life better? Have questions or concerns? Please fill out the form below; a Marcum Insurance Services representative will be in touch.



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Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Marcum Wealth, a SEC Registered Investment Advisor. Marcum Wealth, Marcum Insurance Services and Marcum LLP, are separate entities from Valmark Securities, Inc.