TIP

Name

TIP

Legal name

TIP

Website

https://tipadvise.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Executive Benefits Advisory

NAICS

Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Compensation, Benefits & Total Rewards Advisory (BPACAJAG)

akta.pro secondary industries

Employee Benefits Brokerage & Consulting (FSAEADAC), Compensation, Benefits & Rewards Consulting (BPAHAGAF)

Keywords

• Executive benefits advisory
• Supplemental disability insurance
• Executive life insurance
• Non-qualified deferred compensation
• Buy-sell funding solutions

Headquarters

HQ city

Lenexa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Wholesale Advisory Services: TIP operates as a wholesale executive compensation benefits advisory firm, generating revenue through commissions and fees from insurance carriers for placing executive benefits business. They provide carrier-neutral solutions, suggesting revenue comes from carrier relationships rather than direct client fees.

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels4 records

Core offering

TIP is a wholesale executive compensation benefits advisory firm that partners with employee benefits brokers and retirement consultants to help corporate clients recruit, retain, and reward key talent. The firm designs, funds, and administers executive benefit plans including supplemental disability, executive life, long-term care, buy-sell funding, ESOP repurchase solutions, and non-qualified deferred compensation programs.

Product overview

TIP (The Insurance Partners) is a wholesale executive compensation benefits advisory firm offering a unified portfolio of products and services centered on its proprietary TIPConnect technology platform. The core offering combines income protection (disability insurance), family protection (life insurance), and retirement savings solutions, supplemented by non-qualified deferred compensation, buy-sell funding strategies, long-term care, and business valuation services. TIPConnect serves as the central technology platform providing secure visibility into opportunities, implementation, and plan administration for brokers and their corporate clients. The company specializes in addressing coverage gaps for high-income earners who exceed group benefit and qualified plan limits.

Differentiator

Problem solved

Functional benefit

Products and services

• Executive Life Insurance Wholesale-placed life insurance solutions designed to protect corporate executives and key employees, coordinated through broker partners for corporate clients.
• Supplemental Disability Insurance Individual disability income insurance arrangements supplementing group LTD for executives, sourced and structured through wholesale carrier relationships.
• Long-Term Care Insurance Long-term care planning and insurance placement for executives and high-income professionals, coordinated with brokers and retirement consultants.
• Buy-Sell Funding Strategies Funding strategies for buy-sell agreements using life insurance to ensure business continuity for partners and shareholders.
• ESOP Repurchase Liability Solutions Funding solutions for Employee Stock Ownership Plan repurchase obligations to ensure liquidity for departing participants.
• Executive Benefit Plan Review Consulting review service analyzing existing executive benefit plans and recommending improvements for retention, recruitment, and tax efficiency.
• Non-Qualified Deferred Compensation Consulting Design, funding, and administration consulting for non-qualified deferred compensation plans used to recruit and retain executives.
• Retirement Planning Solutions Executive retirement planning services integrating supplemental retirement arrangements with broader corporate benefit strategy.
• Business Valuation Services Valuation services supporting buy-sell funding, ESOP repurchase planning, and ownership transition decisions.
• Guaranteed Standard Issue (GSI) Life Insurance Simplified-issue group life insurance coverage for executives and employees without traditional underwriting requirements.
• TIPConnect Platform Proprietary technology platform providing brokers and corporate clients with plan management, reporting, and Salesforce-integrated workflow tools for executive benefit programs.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• Employee Benefits and Retirement Consulting FirmscoreChannel Partner/ Reseller/ DistributorTIP partners with employee benefits and retirement consulting firms as a wholesale advisory firm. These broker partners bring corporate clients to TIP for executive compensation benefits analysis, plan design, and ongoing management. TIP operates as an extension of the broker's team, handling quoting, implementation, and ongoing administration.
• Insurance CarrierscoreChannel Partner/ Reseller/ DistributorTIP works with insurance carriers nationwide to provide executive compensation benefits. They offer nationwide expertise and access to top carriers and favorable terms/conditions. TIP ensures cases are clean, complete, and ready for underwriting, streamlining the process for carriers.

Scale indicators2 records

Recent moves7 records

Expansion highlights3 records

Direct peers

• M Financial Group: Member-owned financial services firm with a strong executive benefits and high-net-worth life insurance wholesale platform serving independent producers. Comparable to TIP in carrier-agnostic wholesale positioning, complex case expertise, and producer-channel distribution.
• Borden Hamman: Specialty executive benefits consulting and wholesale brokerage focused on non-qualified deferred compensation, supplemental executive life and disability, and retirement plans for high earners. Directly comparable to TIP in target client (high earners) and product mix.
• DGS Group: Wholesale executive benefits and compensation advisory firm partnering with benefits brokers and consulting firms to deliver supplemental executive life, disability, and retirement solutions. Closely mirrors TIP's wholesale advisory, carrier-neutral model and broker channel GTM.
• Crump Life Insurance Services: Wholesale life insurance brokerage distributing individual life, disability, LTC and annuity solutions through independent agents and BGAs. Comparable wholesale distribution model and product overlap (life, disability, LTC), though larger and broader in scope.
• The Producers Group: Wholesale brokerage focused on executive and employee benefits for high-income earners, working through independent benefits brokers. Comparable to TIP in carrier-neutral wholesale model and high-earner product specialization.

Broad incumbents

• Brown & Brown: Large national insurance brokerage with deep employee benefits practice serving corporate clients; competes indirectly with TIP as some brokers insource executive benefits advisory rather than routing to a wholesale specialist like TIP.
• OneDigital: Large employee benefits and HR consulting firm (formed in part via Crump integration) with significant executive benefits practice. Represents both a channel partner and a potential competitor if brokers choose to use in-house executive benefits teams.
• Hilb Group: National middle-market insurance brokerage with growing employee benefits and executive benefits practice. Comparable as both a potential broker partner and an in-house alternative to a wholesale specialist like TIP.
• NFP (an Aon company): Large benefits, retirement, and wealth brokerage with executive benefits capabilities serving mid-market and large employers. Competes with TIP both as a broker channel partner and as an integrated provider of executive benefits consulting.
• Equitable (Equitable Advisors / Equitable Network): Large life insurance carrier and broker-dealer with executive benefits and high-earner life/disability capabilities through its producer network. Competes with TIP on placement of executive benefits cases and offers scale advantages on carrier-side economics.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/TIPadvise
• LinkedInlinkedin.com/company/tipadvise

Revenue estimate

Valuation estimate

Number of profiles

Profiles30 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TIP