Business Insurance Services
Protecting your business and personal assets.
A Multifaceted Approach to Risk Management
Creative Planning’s property and casualty division provides a comprehensive suite of risk management and consulting services for your business, all with the driving goal of protecting what’s most important to you.
Insurance Services Include:
- Commercial Property
- General Liability
- Fleet Auto
- Workers’ Compensation
- Directors and Officers (D&O)
- Surety Bonds
HOW IT WORKS
Getting the Right Coverage to Protect Your Business
Our process is consultative. We start with a detailed risk analysis designed to uncover areas of exposure that could present a future problem for your business. You’ll then receive guidance and insight from our team on how to minimize your liability and protect your important assets while seeking to obtain the most favorable coverage, pricing and terms.
WHAT SETS US APART
3 Ways Creative Planning Delivers Better Insurance Solutions
Managing risk is vital to every family and business. Our experienced insurance team consults with you to help ensure you have appropriate coverage in place based on your goals, your needs and the challenges faced by your family or business. Our mission is to protect what’s most important to you.
Independence
We use products from established insurance carriers to fulfill your needs and protect what's most important to you. We provide coverage in all 50 states using many different insurance companies.
Ease of Doing Business
You'll work directly with one of our experienced licensed insurance teammates. We never ship you off to a 1-800 call center. Our team is available to answer all your insurance questions, requests and claims.
Consultative Process
Our goal is to protect you — not sell you. We ask many more questions than the typical insurance agent, with the intent of uncovering areas of concern that might present future problems.
Awards & Recognition
Top RIA Firms (2019-2024)*
Top RIA Firms (2014-2020)*
Top RIA Firms (2024)*
“Creative Planning is at the vanguard of a profound shift in finance.”
