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Insurance

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

WHITE PAPER

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
  • |
  • August 01, 2017
Is your enterprise risk management program ready for ORSA?

WHITE PAPER

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

Retirement plan issues and insights

LIVE WEBCAST

Retirement plan issues and insights

Webcast series addresses key challenges and opportunities found in designing, implementing and maintaining company retirement plans.

  • November 02, 2017

IN-PERSON EVENT

RSM’s 14th Annual Carolinas Clients, Alumni and Friends CPE events

Register now for one of RSM’s 14th Annual Carolinas Clients, Alumni and Friends CPE events. Agenda includes timely updates and discussion.

  • October 26, 2017

LIVE WEBCAST

Quarterly accounting update webcast—Fall 2017

Join us on Oct. 12 for updates on recently issued and proposed accounting guidance and implications and effects of this guidance.

  • October 12, 2017
RSM’s 41st Annual National Credit Union Conference

IN-PERSON EVENT

RSM’s 41st Annual National Credit Union Conference

Gain key insights at RSM’s 41st Annual National Credit Union Conference, Oct. 12–13, 2017, at the Coronado Island Marriott Resort and Spa.

  • October 12, 2017
2017 Fall tax summit series

IN-PERSON EVENT

2017 Fall tax summit series

Join us at a tax summit near you as we explore key tax and business issues to consider as part of your company’s growth plan.

  • October 12, 2017

IN-PERSON EVENT

CBI’s Finance & Accounting for Bioscience Companies

Join RSM at CBI’s Finance & Accounting for Bioscience and Device Companies conference in New Brunswick, New Jersey on September 27–28.

  • September 27, 2017

LIVE WEBCAST

2017 legislative changes: State tax matters

Attend this RSM webcast on Sept. 26 for a review of significant state tax legislative changes critical to your business.

  • September 26, 2017

IN-PERSON EVENT

2017 Financial Institution Strategic Forum

Join RSM and Barack Ferrazzano for a seminar addressing the critical issues all bankers need to understand in today’s complex marketplace.

  • September 19, 2017

IN-PERSON EVENT

RSM’s 9th Annual Investment Industry Summit

Updates and discussion for alternative investment and private equity firms, broker-dealers, institutional investors and industry influencers

  • September 19, 2017

LIVE WEBCAST

4 considerations for nonprofits when operating globally

Join us for our two-part webcast series to discuss four key considerations for operating effectively in a global environment.

  • September 12, 2017

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

The quarterly newsletter follows developments in accounting and finance and places them in the context of current events and changes in economic and marketplace trends.

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Events / Webcasts

IN-PERSON EVENT

RSM’s 9th Annual Investment Industry Summit

  • September 19, 2017