• Case Pearlman - Meet Our Team
    Case Pearlman - Meet Our Team
  • Case Pearlman Retirement Plan Advisors
    Case Pearlman Retirement Plan Advisors
  • Corporate Benefits
    Corporate Benefits

News & Events

News and events that pertain to you, our valued clients! Be sure to check back frequently for the latest news in health care reform, IRS guidelines for HSA accounts, and more!

Club Managers Association of AmericaCase Pearlman was recently named Affiliate to Club Managers Association of America as the Preferred Provider of Retirement Plan Advisors
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Education Center

Case Pearlman keeps you up-to-date with the latest wellness options, legislation changes, and upcoming educational events and seminars. Learn more about managing your retirement account, find helpful documents, and links to your benefits providers!

Retirement Plan Advisors
Fiduciary Liability for Club Retirement Plans:  Answers for Club Leaders     

 

See Education Center

Welcome To Case Pearlman

Case Pearlman, established in 1999, has a vision statement that reads, “We will treat each client, transaction, phone call, indeed every aspect of our business, the way we would want to be treated if the roles were reversed.  We will respect our clients and their businesses…as if it were our own.”

With a dedication to exceptional service and relationships, it is our staff of caring individuals who make Case Pearlman unique.  Look more closely as to how the Case Pearlman “parakletos” methodology (culture) will make the difference to your organization and employees. 

Case Pearlman and Case Life Solutions enables you to cover all of your insurance, retirement, and benefit package needs all in one place!  

Learn More About Us

Case Pearlman, LLC

7780 Cambridge Manor Place, Suite B

Fort Myers, Fl 33907

Toll-Free: 855-482-8002

Ph: 239-482-8002

Fax: 239-482-8243

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