AiK2 Insurance Services was built by trusted insurance experts and former advisors who have been in your shoes and understand your unique challenges.
Our mission is to revolutionize the insurance buying process for wealth and asset managers by utilizing our deep industry expertise and strong relationships to deliver ease, value, and transparency beyond insurance.
Through our deep relationships with the nation’s leading insurance carriers and partnership with industry leaders such as K2 Placements, KORE Insurance, WAGN, and leading insurtech platforms, we can save you and your team valuable time while enabling you to focus on your clients.
Buying insurance can be complex and time-consuming for wealth firms – leaving them underinsured and overexposed.
Financial advisors often underestimate their exposure to risks. They also tend to rely on insurance brokers who lack understanding of the wealth management industry – and wind up buying generic policies with gaps in coverage.
To compound the problem, the application process is cumbersome – with data-gathering that includes 150+ questions and weeks of back and forth with the insurance firm. As a result, time and money are wasted as risks mount.
We are on a mission to change that for wealth firms.
|Features||All Leading Brokers|
|Expertise in all insurance policy types|
|Renewal strategy discussions|
|Access to all viable insurance markets and carriers|
|Access to peer and market data intel|
|Financing available / payment options|
|Dedicated claims team|
|Experts in wealth and asset management|
|Ease of getting started|
|Single touchpoint for all lines of coverage to streamline communication|
|Exclusive access to Personal Lines products, that wealth managers can offer to end clients/investors|
Designed specifically for the distinct needs of wealth and asset managers, these exclusive solutions include cost-effective bundles and customizable products.
Ensuring all aspects of your business are covered
Protection of executives and decision-makers
Coverage for breaches, hacks and data losses
Covering workplace-related illnesses and injuries
Combined property and
Protects against alleged wrongdoings
Protects against theft of physical property
Protects against acts of dishonesty as plan fiduciaries
We can customize a bundle to ensure complete coverage for your firm – tying together E&O, D&O, Cyber and BOP and/or adding Workers’ Compensation, and EPLI to enable a full package. You can also buy individual policies as desired.
We set out on a mission to make insurance simple, transparent, and relevant to the unique risks and needs of wealth and asset managers. To do so, we brought together industry-leading insurance, wealth management, and insurtech experts to study every data point (and pain point), transform the process, and design exclusive and proprietary solutions.
Established partnerships with industry leaders – K2 Placements, Wealth Advisor Growth Network and leading insurtech platforms.
Studied extensive data – visiting over 2,000 wealth management firms, conducting market research with RIA Channel and using proprietary data analytics to risk profile over 8,300 wealth firms.
Built a risk matrix to test current underwriting and collaborated with underwriters to identify areas where unique risks to wealth and asset managers were not categorized correctly or not understood in enough operational details.
Streamlined data collection by identifying data points that are collected but not relevant to underwriting decisions.
Assessed over a dozen technology platforms to ensure efficiencies in the client information gathering, reporting, and binding process.
Designed insurance solutions to meet the unique needs of wealth and asset managers, including cost-effective bundles and exclusive products.
Our insurance solutions are powered by K2 Placements, a leading wholesaler that works with carriers and focuses on improving the insurance ecosystem along with its sister company Kore Insurance Holdings, LLC, one of the largest privately owned Property and Casualty firms in the U.S. Kore and K2 have over 400 employees across the country and work diligently to provide clients world-class service and innovative solutions. We understand how complex insurance has become and we combine cutting-edge technology, innovation and underwriting expertise to make the experience simpler, faster and smarter for clients. To learn more about K2, please visit k2placements.com
Our industry know-how is led by Wealth Advisor Growth Network (WAGN). As former advisors and now consultants to the wealth industry, we know your business and the specific risks and challenges you face. We also know that insurance is one of your most expensive and confusing line items. We are here to change that. To learn more about the wealth experts behind AiK2 Insurance Services, please visit wagn.biz
Our commitment to making insurance easy for advisors is made possible by leveraging the most advanced technology thinking, gamification and other techniques – and establishing key partnerships with several of the country’s top insurtech platform carriers.
We are an experienced team of wealth and insurance experts at the ready to protect your firm.
Chief Executive Officer
Executive Vice President - Insurance Operations
Executive Vice President - Carrier Management/Program Design
Vice President - Sales & Marketing
Commercial Lines Associate
Director of Strategic Partnerships & Operations
Director of AiK2 Private Client
Commercial Lines Associate
Senior Private Client Advisor
A knowledgeable group of wealth, insurance, and technology experts was brought together to influence and advise direction at AiK2.
CEO, Naviter Wealth
Accounting Manager, ARGI
CEO, Austin Asset
Whether you’re looking for a full comprehensive comparison or just a quote, tell us a few things about your firm to get started – it’s fast and easy!