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The Insurance Exchange, a Division of HUB International Mid-Atlantic retirement team strives to be a leader among retirement plan consultants in the greater Washington DC area and throughout the nation.

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UPCOMING-NEWS(8-1-17)

2017 Washington Business Journal’s List of Top 25 Insurance Broker and Agents*

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As our client, you're provided with access to independent advice and a full spectrum of financial products, tools, and services to help ensure the most comprehensive business and personal planning in the industry.

Fixed insurance products and services offered by the Insurance Exchange are separate and unrelated to Commonwealth. 

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. 670 qualified applicants were nominated, of which 401 were recognized (60 percent of candidates). This honor is not indicative of the advisor's future performance. Your experience may vary. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the Financial Times 401. For the full methodology, please visit ft.com.

The 2018 NAPA Top DC Advisor Teams List is a compilation of individual advisor firms, or teams, solely ranked by DC (Defined Contribution) assets under advisement. Firms were asked to complete an application and provide information concerning their DC business to NAPA. 300 qualified firms were considered, of which 255 (85% of candidates) were recognized. This award is not indicative of the future performance of the firm or its advisors. Your experience may vary. For more information, please visit: www.napa-net.org.

*Ranked #14 exclusively by gross insurance revenue in the DC metro-area.