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Our team of knowledgeable insurance industry professionals works to provide companies with a better alternative for their accounting, tax and business consulting needs.

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Our insurance practice was built on the foundation of providing a better alternative for growing insurance companies. Working with RSM, you’ll find we don’t just know the issues you face; we’ve analyzed them and understand their impact on your business. We can connect you with seasoned professionals who have the experience needed to turn knowledge into know-how.

For more information, please contact Partner, National Insurance Industry Leader Jim Greisch at jim.greisch@rsmus.com, or call 402.344.6104.

Featured Insights

Principle-based reserves methodology has become a reality

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Principle-based reserves methodology has become a reality

Principle-based reserves standards become effective in Jan. 2017. Life insurance companies have work to do to prepare for implementation.

  • Jim Greisch
  • |
  • July 19, 2016
Is your enterprise risk management program ready for ORSA?

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Is your enterprise risk management program ready for ORSA?

Learn key insights affecting insurance companies related to enterprise risk management and the Own Risk and Solvency Assessment (ORSA) process.

  • Jim Greisch, Pat Tracy, Shawn Dahl
  • |
  • August 28, 2015

Popular Insights

Turn global growth into international profits

INSIGHT ARTICLE

Turn global growth into international profits

Manufacturers must understand how changes in markets, countries and regulations may create new opportunities or risks.

  • Matt Dollard, Frank Bihan
  • |
  • November 01, 2016

INSIGHT ARTICLE

NAIC Summer 2016 National Meeting update

Cybersecurity, investment issues and reinsurance are some of the challenges examined at NAIC Summer 2016 National Meeting. Learn more.

  • September 15, 2016

INSIGHT ARTICLE

Bank-owned life insurance—Time to rethink conventional wisdom?

Banks have long recognized the tax advantages of BOLI, but may want to consider a new approach to policy selection and design.

  • Charlie Ratner
  • |
  • April 11, 2016

INSIGHT ARTICLE

Investment advisers face new Bank Secrecy Act anti-money laundering rules

Learn about the new Bank Secrecy Act and anti-money laundering rules that investment advisers will soon face.

  • Rob Farling, Christopher Dick
  • |
  • March 01, 2016
Manufacturers pay a steep price for data vulnerability

INSIGHT ARTICLE

Manufacturers pay a steep price for data vulnerability

When it comes to their own companies, many manufacturers feel it is unlikely that their data will be a target of any breach attempts.

  • Daimon Geopfert
  • |
  • January 12, 2016

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The aging insurance workforce challenge

With significant retirements expected within the insurance industry, an organization’s governance committee must develop a talent succession plan.

  • November 19, 2015

INSIGHT ARTICLE

Balancing risk and reward for new products and services

New products or services can give banks a strategic advantage

  • /content/mcgladrey/en_US/about/profiles/Jacobson-Shalene
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  • October 29, 2015

INSIGHT ARTICLE

State taxation of financial institutions: A multidimensional landscape

Economic nexus provisions often target financial institutions. They vary by state and can trigger income or franchise tax filing responsibilities.

  • Lutof Awdeh, Rich Gowen
  • |
  • September 08, 2015

INSIGHT ARTICLE

E-check fraud: Mitigating risks to protect your organization

Electronic banking is efficient for transferring funds, but businesses must understand how to implement controls to limit e-check fraud vulnerability.

  • Christina Churchill
  • |
  • August 26, 2015

INSIGHT ARTICLE

How banks can manage vendor cybersecurity risk

Learn how banks can manage vendor cybersecurity risks, from assessment to the contract and beyond.

  • Loras Even
  • |
  • August 07, 2015

How can we help you?

To discuss how our team can help your business, contact us by phone 800.274.3978 or



Investment Industry Insights

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