Hansen Brokerage Services, an ICON company Email Format

Financial ServicesMichigan, United States2-10 Employees

Hansen Brokerage Services, Inc. operates within the financial services sector and collaborates with financial professionals, CPAs, and attorneys to help clients grow, protect, preserve, and transfer assets during life and at death. The firm uses an integrated Asset Evaluation process to guide client conversations across topics such as insurance, business succession, asset and estate planning, qualified plans, gifting, and legacy creation. In addition to advisory support, Hansen acts as a back-office partner, delivering training and education, case design and management, marketing and sales support, coaching, and access to a broad mix of carriers and products, enabling professionals to focus more on client relationships.

Headquartered in Grand Rapids, Michigan, Hansen Brokerage Services operates with a small professional team and participates in the ICON network to access resources and distribution channels. The organization notes more than a century of combined experience across its staff and positions itself as a resource that helps financial professionals engage clients on seven issues defined in its Asset Evaluation process, including insurance, estate planning, gifting, and legacy considerations.

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