Alliant Insurance Services Launches Retirement & Wealth Division

Alliant Insurance Services has announced the launch of its Retirement & Wealth at Alliant (RWA) division, marking a strategic integration of retirement consulting and wealth management services. This initiative seeks to unify the management of institutional retirement plans with individual wealth advisory services, aiming to streamline financial planning for clients.

Leading the RWA division as Managing Director and Executive Vice President is Amit Dogra, who brings over 25 years of experience in the sector. Dogra emphasizes that merging retirement and wealth management will provide clients with a cohesive strategy to meet their financial needs. This enhancement allows consultants from Alliant Retirement Consulting to address a broad spectrum of financial requirements collaboratively.

The RWA division operates under a partnership model that aligns advisor interests with the company's long-term objectives, appealing to forward-thinking advisors focused on innovation and growth. Dogra referenced the potential for retirement plan consultants to expand their business by leveraging Alliant's extensive resources and referral network.

Alliant Retirement Consulting advises on assets exceeding $26 billion, providing a robust foundation for RWA's expansion in wealth, asset, and cash management. The integration is further supported by advancements in artificial intelligence and other cutting-edge technologies, fostering sustainable development and efficiency.

David Osterhaus, Senior Executive Vice President for Strategic Growth at Alliant, highlighted the benefits of a more integrated financial model that serves both clients and advisors. He praised Dogra’s industry expertise as essential in enhancing Alliant’s offerings within the rapidly changing financial services landscape.

Dogra's vast experience includes roles with registered investment advisors, broker-dealers, family offices, and plan sponsors. His contributions span business development, operations, investment management, and practice management, underscoring his strategic value to Alliant.

As a leading figure in the U.S. insurance brokerage and consulting industry, Alliant Insurance Services is known for its entrepreneurial approach, delivering solutions in risk management, insurance, and employee benefits. The company champions innovation and autonomy, which contributes to its high employee retention rates and recognition as a top employer. For more information, visit Alliant’s website or the SEC’s adviser information platform for details on Alliant Retirement Services, LLC.