Insurance Advisory

Featured Products and Services

  • Consulting services on the structure and quality of existing insurance programs
  • Deferred compensation planning for key executives and qualified retirement plans
  • WithumHealth Insurance Exchange – Access to “association” medical plans that can dramatically decrease the cost of providing employees health insurance.
  • Continuing Education Programs – credits forcpas, lawyers, and brokers on hot topics to satisfy licensing requirements

Connect with our Leaders

Tony-Sardis_Web
Partner, President, Withum Insurance Advisors
East Brunswick, NJ

Insurance Advisory Insights

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personal and business financial information on a laptop
The Importance of Separating Business and Personal Expenses

Few financial disciplines separate well-run businesses from struggling ones as clearly as a clean boundary between business and personal expenses. It is easy to dismiss this practice as administrative housekeeping. In reality, the failure to keep the two separate quietly undermines nearly every financial decision an owner makes. When business and personal spending are commingled,…

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Jim Bourke Named Top 100 Influential People in Accounting
Jim Bourke Named Top 100 Influential People in Accounting for Eleventh Consecutive Year

Withum is proud to announce that Accounting Today has once again named Jim Bourke, Managing Director of Advisory Services, on their annual Top 100 Influential People in Accounting list. The Top 100 are chosen for their outstanding contributions to the profession, including their leadership, mentorship and how they use their voice to promote and advocate…

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year-end planning for employee benefits
Key Year-End Considerations for Insurance, Employee Benefits and Pensions

As the year draws to a close, it’s essential to take a comprehensive look at your insurance policies. Reviewing your coverage now can help you identify potential savings and ensure you’re adequately protected against any surprises. Here are some of the factors to consider in terms on your insurance, employee benefits and pension plans. Disclaimer:No…

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For more information or to discuss your business needs, please connect with a member of our team.