About Us

Founded in 1992, The Senex Group works with advisors nationwide to help you help your clients build a more secure retirement for themselves and their employees.

Specialists in Qualified Retirement Plans, our unique approach to plan design and implementation is based on more than three decades in the business. We understand how effective retirement plan design can help mitigate risk associated with plan sponsorship and administration, and how to tailor each retirement plan to address the specific needs of each business client. Working with nationally known investment and insurance firms, we tailor each retirement plan to address the client’s specific needs in the areas of wealth management, risk management, tax reduction, and retirement planning.

To help financial advisors and CPAs nationwide increase client value and drive revenue, we provide client education, a detailed delivery roadmap, customized marketing tools, and professional support that streamlines retirement plan delivery.

Seeking speakers for your corporate event?

Our team of industry veterans are available to speak on the topic of Qualified Retirement Plans and the unique value that can be delivered using life insurance as a plan component.

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