Beneficial Insurance Services
Beneficial Insurance Services is a full-service insurance brokerage facilitating the purchase of commercial, personal, and benefit products from many different insurance companies. With over 100 years of experience, BIS delivers intellectual capital, a history of favorable carrier relationships, and a dedicated team to our clients and prospects every day.

Why Do Clients Engage Beneficial Insurance Services?
  • Protecting your assets is our top priority
  • We get to know your business
  • We pride ourselves on integrity, service and dedication
  • Our size gives us a competitive edge in the marketplace
  • We provide customized solutions
  • We do what is right for the client
Beneficial Insurance Services (BIS) offers solutions, simplifies the process and unites the experience, markets and products of two of the most trusted insurance and risk management firms in the industry, Paul Hertel & Company and CLA Insurance.






INSURANCE AND ANNUITY PRODUCTS AVAILABLE THROUGH BENEFICIAL INSURANCE SERVICES, LLC, A WHOLLY OWNED NON-BANK SUBSIDIARY OF BENEFICIAL BANK, ARE:
NOT DEPOSITS NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED BY BENEFICIAL BANK OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISK, AND MAY GO DOWN IN VALUE