“The RBR team introduced me to some tax efficient executive benefit strategies that I didn’t even know existed, which has helped our bank recruit, reward, and retain our key executives. Having also helped me in my personal planning, they have become trusted advisors and a true extension of our team……let me rephrase that, they have become more like an extension of our family”
“Our business had grown to the point that we were moving away from a PEO and needed an advisor who could bring us a full package of cost-effective employee benefits. The RBR team did that and more. They helped us shape our business for the future, not simply what we need today. We now have an enhanced health plan, 401k, and risk management advise at a fraction of the cost. The partners at RBR have become an extension of our management team. They are the best I’ve ever worked with.”
"From a planning perspective, they are simply a very strong part of our management team .They are knowledgeable, focused on us as the client and trustworthy. There are times when we need personal assistance and they are eager to jump in.”
"I was looking for a way to incentivize my key executives and create some long-term loyalty. The RBR team helped me customize a plan to meet that objective……my key folks now consider that the best benefit we offer”
"I have known the principals at RBR for several years, mainly through our respective love of golf, but we had never actually discussed working together. After a few inquires they had about our 401k plan, I warned them that although I would be delighted to have them look at our some of our benefit programs, as it related to our 401K plan, it was doubtful that our plan would ever be moved. We had a long standing relationship with a partner and I really did not want to waste my friends’ time. But the RBR principals were persistent and remained confident they could help us. To our delight, RBR successfully transitioned us to a more extensive plan, provided us fiduciary protection, implemented a more user friendly platform, and assisted with employee enrollment and education. And all of this for about half the annual costs we were incurring previously. RBR has turned into a valued partner for us and part of the many important resources we provide to our team.”
“I had known the RBR team for some time, primarily as community business leaders and through a youth baseball connection. At some point, our conversations turned to business and they asked for the opportunity to review our corporate health plan. They brought in their team and quickly eliminated waste inherent to our plan and saved us millions of dollars in our annual spend. Agreeing to have RBR come in and analyze our plan turned out to be one of the best decisions we could have made.”
"RBR Insurance Group helped us customize a unique retirement plan for our key executives. They were creative in suggesting an investment strategy that provided upside during rising market cycles, but just as importantly, downside protection during falling markets as well."
“RBR became our personal estate planning quarterback, helping us identify an excellent estate attorney and introduced some customized planning strategies to lower our tax liability. They created competition among the carriers that enable us to buy the proper policy at the lowest premium. They helped us establish our game plan and execute it as well."