

For over 35 years we have been
serving clients with the best in Benefit &
Investment* Solutions. Our name has stood for Integrity,
Stability, Quality and Excellence.
When we began, we believed our clients deserved the
best solutions, we still do, and we always will. Our innovative
solutions are born from a dedication to going beyond the
expected. We offer creative solutions grounded in a passion of
understanding our clients’ unique needs. It’s what our clients
have come to expect from us.
We, at Benefit & Investment* Solutions, Inc., try to go beyond the traditional broker role to provide a professional advisory* resource for our clients. We create benefit solutions that support our client’s long-term risk management goals and meet the needs of their employees.
In today's challenging environment, executive and employee benefit planning is one of the key factors of business success. Finding the right mix of compensation and benefit plans to recruit, retain and reward valued employees requires a fine balance. We, at BISI, try to help you protect your investment in employees and executives and plan for the future, yet maintain control of the economic pressures created by these programs.
We begin assisting you by conducting a thorough analysis based on your strategic and financial objectives. Only then do we formulate a comprehensive program with clearly defined options. Our combination of superior service, competitively priced products, and state-of-the-art technology helps us deliver the highest quality and value available.
“Benefit & Investment* Solutions, Inc (BISI) are
extremely knowledgeable, 100% loyal and 100% responsive. The staff
of BISI brings the ability to look at the whole picture; balancing
cost containment with our goal of making certain our plans can be in
place for the long-term. Broker is the wrong word to describe our
relationship with BISI. Partner would be more correct. They
look out for our long-term interest.”
CEO of a valued client
“Benefit & Investment* Solutions, Inc. (BISI) is tremendous. They
are always there when we need them. This is crucial in the
daily administration of our benefit plans. The staff of BISI is
not only able to resolve issues, but are very helpful in an advisory
position. I can’t express enough how much we depend on them for
this. This is a stable, long-term and important partnership for us.”
HRD of a valued client