Estate and Pension Advisory Board is a firm that provides insurance agent or broker and actuarial services to nonprofit clients. They primarily provide their services regionally, with most clients in New Jersey (although they are present in other states as well).
Most Estate and Pension Advisory Board clients are services for the elderly and people with disabilities with revenues ranging from $20 million to $20 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Durand | 501(c)(3) | Mount Laurel, NJ |
Competitors to Estate and Pension Advisory Board in the nonprofit sector include Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, Great-West Life and Annuity Insurance Co., Holmes Murphy and Associates Inc, The Angell Pension Group, Inc., Definiti, LLC, Marsh and Mclennan Agency, Ima, Inc., The Retirement Advantage, Inc, and The Horton Group.
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