How We Support Brokers
Alerus Retirement and Benefits is committed to providing brokers with a superior solution for their clients' tax-favored account needs. We understand the value of a dependable partner who fully supports your end goal - making your customers happy.
Our team of benefits experts is prepared to support you from the very beginning of the process, with the initial proposal, all the way to future renewals. You can count on Alerus to provide you and your customers with the following key services:
- Plan design consulting based on our extensive experience with a wide variety of tax-favored account arrangements.
- Second-to-none customer service provided by industry experts, including a dedicated administrator for every client.
- Meetings, presentations and communication or marketing materials tailored to each client's specific needs.
- Assistance with compliance-related matters from certified professionals with many years of experience in the industry.
- Group-level reporting for brokers to aid in evaluation of benefits and renewal considerations.
Our differentiator – we know it’s your client and you are entrusting them to us.
Our goal is to make you look good!
Make contact and explore what we can do for you.