The power of Newcleus

Our Difference

While our dynamic model and personal approach set us apart, the true Newcleus difference can be found in the way we build—and sustain—our relationships by providing uncommon support through every phase. Day to day, our secure and proprietary portal provides clients access to comprehensive information and customized reporting and analysis needed to properly manage and maintain BOLI and Non-qualified benefit plan programs, while our succession planning ensures protection and service for your plan for decades to come. When it comes to commitment to service, no other firm comes close.

Our Model

To meet the demands of an ever-changing marketplace, we aligned ourselves into a more dynamic model built to serve our clients, our agents, and our client partners. We took two experienced, and professional companies and combined the best staff and systems to create an organization that could implement every solution to empower our network of experienced independent agents to provide highly personalized client service. Our more collaborative, client-centric process allows us to be more adaptive to face the challenges of today and tomorrow.

Our Approach

With our extensive experience and dedication to working in the financial services industry, we don’t just know where you’re coming from—we’ve been where you are and can get you where you want to be. So we know the questions to ask and more importantly, what to listen for to find the solutions others miss. Armed with that understanding of your unique needs, we’re able to design, implement, and manage plans that generate the results that are uniquely right for your business.

  • our
    difference Empowering your people and your bottom line.
  • our
    approach Asking the right questions to find your solution.
  • our
    model Uniquely designed to meet the needs of today.


As a trusted name in the industry, we’ve helped hundreds of financial institutions and agents sustain and grow. Here are just a few who have been powered by Newcleus.

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See what our thinking can do for you.

Contact us about becoming one of the companies we power.

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