Syracuse, N.Y.-based Brown & Brown Empire State agency announced its strategic alliance with Fort Wayne, Ind.-based Sagemark Consulting, a division of Lincoln Financial Advisors.
The affiliation on a national basis with Lincoln Financial, and locally with Sagemark Consulting, has the endorsement of Brown & Brown brokerage at a national level, the announcement said.
According to the company, the alliance will complement services already provided by BBES to its clients by enhancing the areas of individual and business financial services such as wealth management, business continuity, investments, individual annuities, life insurance and estate planning.
The local affiliation with Sagemark Consulting will add an expertise in customized, fee-based financial planning for groups and individuals.
"Our alliance represents a marriage of two of the strongest companies in the industry and will greatly enhance value to the clients of both firms," said John Enright, representative with Sagemark Consulting.
Maureen Pelose, vice president employee benefits for BBES, said, "There is a strong value in aligning ourselves with financial planning experts with a customized approach to consulting."
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