Charitable Services - Brookfield Partners

We offer the following administrative services for Non-Profits:

News from BIP

Have an application you need to submit? Delivery requirements, etc? Our new Secure Online File Transfer System is up and running! Scan your documents and transfer them to us via our Online File Transfer System. Contact your Brokerage Manager for User ID setup!

Do you have clients who are putting substantial contributions into their 401K? And you know what happens if they are disabled- Employer and employee contributions stop. Want to learn more? Contact your Brokerage Manager!

Do you have a potential client that you are dealing with and are looking for insight to where insurance may play a role? That’s why we are here! Unlike other Brokerage Agencies that are order takers, we are here to help discuss your case and client situation, and help find solutions. Contact your Brokerage Manager today!

You can always contact us Toll-Free at: (866) 639-0443