ClaryEB operates as a true independent. We are not beholden to or required to represent any particular product, provider, or strategy. Working with multiple administration platforms, insurance carriers, and distribution partners, we offer customized products and services designed to meet the unique needs of our clients.

Administrative Platforms

As independents, we work for the client, aiding in the selection of the right administrative partner/platform. We help the client in this process by evaluating potential administrative providers, negotiating the service agreement, and if necessary, in replacing the provider. Having spent over 30 years leading what was then the industry’s largest nonqualified firm, Jim Clary is uniquely qualified to assist employers in evaluating and managing a nonqualified administrative provider.

Using an open architecture approach to plan administrative providers, we work with many of the industry’s leading firms, including:

  • MullinTBG, a Prudential Financial Company
  • M Benefits
  • Newport Group
  • The VisionLink Advisory Group

Insurance Carrier Partners

Many employers and plan sponsors choose to utilize specially-designed insurance contracts as an informal funding medium for their benefit-related liabilities, in order to realize specific tax and accounting advantages. To facilitate product placement and management, ClaryEB utilizes an open architecture model that is completely independent of any one particular provider. Carriers with whom we have worked include:

  • Great West Life
  • Guardian Life
  • ING
  • John Hancock
  • Lincoln Financial Group
  • MassMutual
  • Nationwide
  • New York Life
  • Northwestern Mutual Life
  • Pacific Life
  • Philadelphia Financial (formerly Hartford Life/ICMG)
  • Prudential
  • Sun Life of Canada
  • Symetra
  • TIAA
  • UNUM

Distribution Partners

ClaryEB works with a variety of financial service partners to provide executive compensation and benefit services to their clients. We are proud to have strategic alliances with a number of industry leading firms, including:

  • Financial Concepts, Inc.
  • One Wealth Management Financial and Insurance Services
  • Gateway Financial Group, Inc.
  • Mack Financial Group, Inc.
  • Goris Financial Group
  • The VisionLink Advisory Group
  • Hoopis Financial Group
  • WealthPoint, LLC