CEFEX certified firms voluntarily undertake annual audits by independent expert analysts to ensure that a “Best Practices” approach is followed.
The CEFEX certification ensures that the advisor has prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes.Certification Watch CEFEX Video CEFEX Brochure Industry Best Practices
Case Pearlman provides the advisory services and plan design functionality for the Multiple Employer Plan (MEP) offered to Member Managed Clubs of the Club Management Association of America (CMAA). The firm is currently representing 44 Clubs in 16 States. This national program is an effective way to manage a clubs retirement plan benefits while maintaining their club culture and individual plan design.CMAA Brochure CMAA Flyer Plan Design Participant Resources
We serve our clients as an independent advisor, licensed and certified, to provide various insurance based products. Coverages pertaining to life, long-term care, disability, business overhead, BOLI/COLI and annuities are available from 80+ top rated carriers. Case Life Solutions will analyze your current coverage, recommend enhancements, or design the best protection of your family, assets, and professional business relationships.Life Disability & Long Term Care Business Protections