The Ross Companies Expands New Relationship Opportunities in South Florida

The Ross Companies decided to do something new for 2025 – add an office in South Florida. Our new location, in West Palm Beach, gives us additional capabilities and brings us closer to clients and potential clients in one of Florida’s most desirable areas.

The Ross Companies serves clients all across the United States, but sometimes having a presence allows us to sit down face-to-face with people. This has increasingly become an underrated part of the experience of developing a client-life insurance broker relationship.

That relationship building is part of what we’ve always felt set The Ross Companies apart from others who offer similar products. High pressure sales are for the other guys. We walk people through our process methodically, getting to know our clients better and deeper, building a relationship that is more of a friendship, and then analyzing their needs to develop the right solution.

We are now in West Palm Beach, which is a community that is blending its historic draw as a retirement destination with an emerging, diversifying economy. Today, financial services, healthcare and technology – particularly cybersecurity, are challenging the sectors of real estate and development, and leisure and hospitality that have been among the strongest players in Palm Beach County communities like Palm Beach, Delray Beach, Westlake, Lake Clark Shores and Jupiter.

While building life insurance protection and offsets for high-net-worth clients (HNW) represents the core of The Ross Companies’ business, we offer additional services.

The Ross Companies offers an expert assessment of existing life coverage, which will tell you if you are over-insured or under-insured. This is often the equivalent of getting a second opinion from a medical doctor. We don’t only do this for clients who we are working with directly, we also do this for attorneys, financial advisors or accountants we are working with. This isn’t just a matter of assessing an individual’s or couple’s level of coverage. There are types of policies that aren’t necessarily optimal or properly structured for a desired outcome. Our work and deep knowledge can be very insightful for the people whose coverage we assess, and since we do it without any expectation for selling a life insurance policy, it becomes a very clear-eyed look into something that can be murky.

Another area The Ross Companies offers a service is as an analyst of executive compensation. This is something we typically do for C-suite executives or people serving on the Board of Directors of a substantial company. The outcomes are often a telling exercise in making sure an executive’s interests are aligned and being supported by the company he or she is working for.

The Ross Companies is here to serve the growing business and retiree community of Palm Beach County and all of South Florida. Please contact us to schedule an appointment to see how we can help you.

For nearly 90 years, The Ross Companies has been advising clients on how to resolve complex financial problems using insurance and other tools. These problems can include estate taxes, succession, buyouts, preservation of assets, or executive compensation. Our long history informs our thinking, and while many situations may be similar, we have learned well that each solution must be unique to the circumstances and individuals being served.