Strategic Partnership of Ascent and Afore Insurance Services

Ascent Insurance Advisors and Afore Insurance Services have joined forces to provide a comprehensive suite of insurance solutions, leveraging their respective expertise to meet both short-term and long-term client needs.

This strategic partnership merges Ascent’s specialized knowledge in life insurance and wealth transfer planning with Afore’s focus on commercial, personal, and employee benefits insurance. Ascent's Managing Partner, Kenny Kinman, emphasized the importance of integrating different aspects of risk assessment, noting that clients often confront both immediate and future risks. His perspective underscores the significance of holistic insurance planning in addressing these challenges effectively.

A Comprehensive Approach to Insurance

The partnership enriches the offerings for each firm’s clients. Ascent’s clientele will gain access to Afore’s diverse products in home, auto, valuables, and personal liability coverage, along with commercial and employee benefits insurance. Conversely, Afore clients can now take advantage of Ascent’s capabilities in advanced life insurance solutions and wealth transfer planning, which address estate tax considerations and business succession strategies.

"This relationship with Ascent extends our ability to address individual life insurance and wealth transfer needs of our clients."
Joe Guercio, President & COO of Afore Insurance Services

Delivering Holistic Risk Management

John Paolini, Executive Vice President at Afore, highlighted how the alliance interlinks property and liability coverage with life insurance planning. This approach allows clients to enjoy a comprehensive view of their financial strategies without the burdens of managing disparate policies independently. The collaboration retains the specialization of each firm while promoting a robust and well-rounded service suite through mutual referrals.

For insurance professionals, this collaboration signifies an innovative model for addressing diverse client needs through specialized expertise while maintaining independent operational structures.

Feature Ascent Insurance Advisors Afore Insurance Services
Primary Focus Life Insurance
Wealth Transfer
Commercial & Personal
Employee Benefits
Client Benefits Estate Planning
Business Succession
Home & Auto
Valuables Coverage