MJ Insurance Acquires ProCourse Fiduciary Advisors in Indiana
Indianapolis-based risk management and employee benefits agency, MJ Insurance, acquired ProCourse Fiduciary Advisors (ProCourse) in Carmel, Indiana.
MJ said the partnership enables the firms to offer a holistic approach to wellness and include retirement plan advisory services. The transaction closed on June 30, 2021.
ProCourse, an independent Registered Investment Advisor (RIA), specializes in managing retirement plans and financial wellbeing programs — working with employers to make strategic decisions to move the needle and improve financial outcomes. ProCourse founder and CEO, Doug Prince, will continue to serve as CEO of ProCourse with the entire team of 13 remaining in the Carmel location.
ProCourse and MJ have been close partners for nearly a decade and have a shared vision for the future, client-centric mindset and commitment to giving back in the communities in which they live and work.
MJ Insurance has offices in Indianapolis and Phoenix.
Source: MJ Insurance
- KCC Says Isaias Insured Losses to Be $3 Billion; AM Best Calls Storm an Earnings Event
- Travelers Reports Solid Underwriting, Record Investment Income for Q3
- Burned by Fire, Malibu’s Million-Dollar Mansions Face a New Threat: El Niño
- Cyber Rates Are Down, Risks Are Up but Small Businesses Slow to Adopt