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Our Story

CBIZ Individual Insurance Solutions is a full-service brokerage agency with a 40+ year history of working with financial advisors and their clients to provide solutions that ensure financial protection.

Our goal is to deliver the service and support you require to meet your clients’ needs. We offer a full suite of product solutions including life insurance, annuities, long-term care, disability, executive benefits, and life settlements. We understand that each client has unique needs and goals. That's why we offer personalized service and tailored solutions to meet your clients’ specific requirements. We share the same goal, ensuring that your client will receive the highest quality advice and the best possible coverage at competitive rates.

From asset protection to charitable contributions, our team of experts will work with you to design a policy that aligns with your needs and goals.

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