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FOR WEALTH ADVISORS & RIAs

A Personal Risk Partner That Sits Beside You.

BCU works with wealth advisors and RIAs as a referral partner on personal insurance. We do not cross-sell, we do not poach, and we do not surprise you. The advisor stays the advisor. We handle the part of the picture you do not.

No cross-sell. The advisor stays the advisor.
Multi-household, multi-entity, multi-state coverage.
Independent firm. National reach.

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Independent

BCU is not owned by a carrier or a holding company. Every recommendation is for the client.

Coordinated

One advisor across every part of your personal risk. No more piecemeal.

Advocate

When a claim happens, BCU represents you to the carrier.

I have been a client of BCU Risk Advisors for the last 10 years. I have found them to be not only extremely responsive but even more importantly genuinely concerned about my welfare and extremely proactive. I have recommended several clients to BCU and all have been extremely pleased. I recommend BCU without any qualification or hesitation!