Partnerships

In an effort to consistently provide our clients with a full service solution, we have partnered with several other brokerage firms and major corporations that not only adds value, but takes the guesswork out of finding the right company to take care of everything else, so you can concentrate on running your business.

  

LoStocco Insurance Services - Personal Auto & Home

 

LoStocco Insurance Services, LLC was formed by Michael LoStocco after having spent 24 years in the commercial and personal insurance industry. Since 2010, LoStocco Insurance Services operates as a full service independent insurance agency offering all lines of commercial insurance to include risk management services and personal lines coverage.

 

Through a strategic partnership, LoStocco Insurance Services and Roland P. Wauthier & Co., Inc. offers clients the ability to  access coverage through carriers such as The Chubb, CNA, The Hartford, The Travelers, Peerless, Philadelphia among others, in markets that include Automobile, Builders Risk, Crime and Fiduciary, Directors and Officers, Errors and Omissions, Employment Practices, Financial Institution Liability, Flood, General Liability, Property and Workers Compensation.

Daly Brokerage Services - Life and Annuity Products

Daly Insurance Brokerage Services, LLC was founded in January of 1998. They are a full service life insurance and financial products brokerage agency. Their on-going challenge and commitment is to provide financial professionals and clients with the best available combination of products, advanced sales and underwriting support, matched by a dedication to personalized service and support that is second to none.

 

Through our partnership, we are therefore able to provide our clients the access to high quality products when it comes to Life Insurance needs. Some of the products we are able to present, write and administer are from top companies such as Genworth Life, ING, Protective Life, Prudential, Lincoln National, Transamerica, Brighthouse (formerly MetLife) among others.

 

We are able to arrange all the underwriting requirements through ExamOne and working closely with Daly, we are able to provide all the services for clients from application to policy delivery.

ProEast Asset Management, LLC - Wealth Planning

 

Roland P. Wauthier & Co., Inc. is teamed up with  ProEast Asset Management, LLC  - a company that offers "a holistic approach to financial planning", with the goal of not only growing your assets but also educate you on your personal finances, investments, taxes, risk management and more. Below are the team members that are ready to provide you with your own custom financial roadmap so that you can well be on your way to achieving financial freedom. Contact us to let us help you build your roadmap!

 
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Andrea M. Pease

Managing Partner, Wealth Advisor

 

Andrea believes all clients need and deserve a custom plan with ongoing guidance to help them achieve financial freedom.

Andrea holds her FINRA Series 7, 24, 53, & NSAA Series 63 and 66 as well as her Life & Health licenses in MA, CT, NJ, NH, NY, RI, SC, TN and VT. Andrea enjoys spending time with her family and running around with her three little boys.

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Lawrence Jay Agler, AIF, CPFA

Vice President of Qualified Plans

In Larry’s role as VP of Qualified Plans, he helps design, install and monitor the Qualified Plans at ProEast.

 

He holds his FINRA Series 7, 24 & NSAA Series 63 and 65 licenses as well as his Life, Health & LTC insurance licenses. Larry enjoys spending time with family and friends.

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TJ Hickey, CPFA

Wealth Advisor

TJ is a Wealth Advisor working with individuals, families and Qualified Plans.

 

He holds his FINRA Series 7 and NSAA Series 66 licenses in addition to his CT Insurance license. TJ enjoys playing golf, working out, cooking and spending time with family and friends.

Colonial Life - Employee Funded Benefits

 

We have partnered for several years with Colonial Life in providing clients with employee funded benefits such as supplemental life, income replacement and in areas such as critical illness and cancer coverage. Contact Rob Whitehead for more information today. 

Chamber Insurance Trust - Group Insurance Products

 

In a continuous effort to provide competitive, high quality products, Roland P. Wauthier & Co., Inc has partnered with the Chamber Insurance Trust (CIT). This strong and effective partnership gives the advantage in today’s insurance marketplace.

 

To bolster this effort, CIT is positioned with Anthem for group dental, vision, income replacement and life insurance; and with Aetna and United HealthCare (UHC) for Medicare Advantage and Medicare Supplement Plans.

 

In many instances, you do not need to be a member of your local Chamber of Commerce. We want you to put this very valuable partnership to work for you so please click on the short video below for more information.