Whether you need full benefits strategy and support, help benchmarking your plan, or someone to finally simplify compliance — we’ve got you covered.
We offer flexible service levels to meet your needs today and scale with you tomorrow.
When your benefits, insurance, or advisory team aren’t aligned with your goals, progress slows — and problems grow.
Helping employers design, manage, and optimize their group benefit programs.
Employee onboarding, education, and enrollment support
Support for employee claims and questions
Dedicated point of contact for day-to-day service
Pennworth Prime (2-19 full time employees)
Tailored benefits solutions for closely held teams or first-time benefit adopters
We know someone’s wearing multiple hats—let us take benefits off their plate
Carrier and plan selection tailored to your budget and team needs
Clear communications your employees will actually understand
Pennworth Premier (20-99 full time employees)
Comprehensive service for operationally mature employers with steady employee counts.
Hands-on HR support including onboarding, compliance and day-to-day administration
Benchmarking insights to compare your plans against industry peers
Strategy sessions to manage costs and align with business goals
Pennworth Platinum (100+ full time employees)
Strategic benefits advisory for companies with complex needs and long-term goals.
Multi-year planning, analytics, and executive benefits
Compliance, benchmarking, and funding strategy
Advanced reporting and utilization analysis to drive smarter decisions
Life, Disability, and Long-Term Care solutions tailored to your stage, goals, and complexity.
This is a relationship, not a transaction — expect annual reviews and ongoing strategic support
Designed to provide peace of mind without overwhelming complexity
Independent advice: Access to top-rated carriers with competitive pricing
Essential Coverage
Straightforward protection for individuals and families seeking foundational security.
Focused on immediate needs and clear next steps
Ideal for first-time buyers or those with limited existing coverage
Supplement what you have through work with the right personal protection
Guided Planning
For clients with existing policies or evolving needs who want a coordinated, thoughtful strategy
Identification of gaps, overlaps, and misaligned coverage with current life, disability, and long-term care policies
Collaborative planning with legal, tax, or financial professionals and integration into your overall financial or estate plan
Evaluation of beneficiary designations, ownership structures, and tax implications
Private Client Advisory
Advanced solutions for affluent individuals and families with complex planning goals.
Business continuity tools (buy-sell, key person, executive carve-outs)
Concierge-level service with ongoing reviews
Tax-advantaged wealth accumulation and protection strategies
A trusted network of professionals aligned in values, committed to delivering more for the clients we serve.
You want to grow your business with people who share your values — but finding the right professionals to trust takes time
We’ve spent years building a network of like-minded partners, and we’re here to help you expand yours.
Preferred Partner
Valuable, low-lift benefits that make the relationship feel worthwhile and official.
Inclusion in Pennworth’s trusted referral network, with appropriate introductions to your ideal clients
Visibility and positioning as a vetted professional resource for Pennworth clients
Occasional opportunities for shared content, panels, or attendance at select events
Priority consideration for client needs related to your expertise
Warm communication whenever mutual opportunities arise
Collaborative Partner
More intentional visibility, co-marketing, and higher likelihood of introductions.
Regular exchange of introductions where client needs align
Opportunities to co-host events, webinars, or roundtables to boost your visibility
Joint content creation (articles, LinkedIn posts, video clips, etc.) to reach broader audiences
Strategic conversations about shared clients or opportunities in your pipeline
Access to Pennworth’s PSP community for broader networking and collaboration
Elite Partner
Premium, high-impact access and strategic collaboration that elevates their business.
Proactive, high-quality introductions from Pennworth based on deeper understanding of your ideal client
Personalized annual partnership plan focused on shared growth opportunities
VIP access to Pennworth Signature Events (Deal & Connect, Masters Cocktail Party, Pigeons & Birdies, SOTF events, etc.)
Opportunities for integrated branding, premium visibility, and high-level co-marketing
Participation in strategic planning sessions or quarterly check-ins to drive real business development outcomes
Trusted by Employers Who Need More Than a Broker
List of Benefits
Ongoing strategic guidance (not just renewals)
Simplified compliance without confusion
Increased plan ROI and employee engagement
Real partnership, real results
