Built By Advisors
For Advisors

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.

The Current Model is Broken

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.

  • COUNTLESS
    HOURS
  • 150+ QUESTIONS
  • GAPS & RISKS

We’ve Rebuilt the Model

  1. We’re more efficient. We simplified the buying process to save you and your team valuable time and money, allowing you to stay focused on your clients.
  2. Our white glove service makes your life easier.
    • We shop the carriers for you
    • We find the best policies at the best rates for your specific needs
    • We fill out all the applications and coordinate directly with insurance carriers on your behalf
    • Our full spectrum of solutions also enable you to manage all your essential policies in one convenient place
  3. We’ll give you peace of mind. Using our knowledge of the industry, decades-long partnerships, and strong relationships with carriers, we have exclusive solutions designed specifically for wealth and asset managers.
  4. We go beyond insurance. We think outside of the box and take a holistic look at your policies and business to see where improvements can be made. If we think there’s something you can do differently, we’ll connect you with our network of trusted partners to help you scale efficiently and effectively.

More Than Just Insurance

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
Streamlined billing
Financing available / payment options
Dedicated claims team
Experts in wealth and asset management
Consultative approach
Risk committee
Gap analysis
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

Full Spectrum of Custom Solutions

Designed specifically for the distinct needs of wealth and asset managers, these exclusive solutions include cost-effective bundles and customizable products.

HOLISTIC
INSURANCE
COVERAGE

Ensuring all aspects of your business are covered

Errors &
Omissions (E&O)

Complete professional
liability insurance

Directors &
Officers (D&O)

Protection of executives and decision-makers

Cyber
Insurance

Coverage for breaches, hacks and data losses

Workers’
Compensation

Covering workplace-related illnesses and injuries

Business Owners
Policy (BOP)

Combined property and
casualty policy

Employment Practices
Liability Insurance (EPLI)

Protects against alleged wrongdoings

Crime

Protects against theft of physical property

ERISA

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 Did the Hard Work for You

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.

Our Roadmap to Transformation

Unique Partners

Established partnerships with industry leaders – K2 Placements, Wealth Advisor Growth Network and leading insurtech platforms.

Market Research

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.

Risk Matrix

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.

Data Collection

Streamlined data collection by identifying data points that are collected but not relevant to underwriting decisions.

Tech Platforms

Assessed over a dozen technology platforms to ensure efficiencies in the client information gathering, reporting, and binding process.

Exclusive Solutions

Designed insurance solutions to meet the unique needs of wealth and asset managers, including cost-effective bundles and exclusive products.

Our Unique Partners

Complete Insurance Solutions
Powered by K2 Placements

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

Wealth Management Expertise
Engineered by WAGN

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

Insurtech Platform
Driven by Advanced Technology

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.

Our Leadership

We are an experienced team of wealth and insurance experts at the ready to protect your firm.

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Jay Hummel

Chief Executive Officer

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Matt Tobia

Executive Vice President - Insurance Operations

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Lucas Dietrich

Executive Vice President - Carrier Management/Program Design

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Dan Jones

Vice President - Sales & Marketing

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Austin Bushwell

Commercial Lines Associate

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De'Marco Davis

Accounting Associate

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Ashley Thornton

Director of Strategic Partnerships & Operations

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Meaghan Dowd

Director of AiK2 Private Client

Recent News

Our Advisory Board

A knowledgeable group of wealth, insurance, and technology experts was brought together to influence and advise direction at AiK2.

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Tyler Bain

Partner, Primark

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Bentley Blackmon

CEO, Naviter Wealth

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Lindsey Chastain

Accounting Manager, ARGI

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Ross Dietrich

CEO, Covered

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W. Eric Hehman

CEO, Austin Asset

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Alli Jordan

COO, LibertyFi

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Clint Sorenson, CFA®, CMT®

Co-Founder, WealthShield

Contact Us

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!