Aurum Insurance Partners

Powering Policy Precision Under The Hood.

Concierge-level, independent insurance oversight for firms that move fast, think sharp, and don’t have time for guesswork. Total clarity. Zero drag. Just expert execution for the policies that have no plan.

Stewardship That Protects Value

We bring clarity and discipline to every policy. Through fiduciary oversight, we ensure your clients’ insurance assets are managed with integrity, transparency, and long-term vision.

Partnership Without Conflict

We collaborate with advisors, trustees, and institutions—not compete with them. Our conflict-free model means your clients get objective guidance, not product-driven recommendations.

Precision in Every Policy

From policy audits to performance optimization, we deliver white-glove execution that removes guesswork and maximizes policy performance with total clarity.

UNDERSTANDING YOU

The Situation of Centers of Influence(COIs), Partners

Many trusted advisors, trustees, and institutions find themselves navigating the complexities of life insurance without clear structure or reliable support.

Even the most experienced COIs can face challenges like:

Policies that were placed years ago but never reviewed.
Limited visibility into performance, costs, or compliance exposure.
A lack of time or internal expertise to manage ongoing servicing.
Difficulty aligning insurance strategies with clients’ broader financial plans.

At Aurum Insurance Partners, we understand these pressures—and exist to help you deliver clarity, accountability, and measurable value without adding to your workload.

why choose us

Where Partnership Meets Precision

Success isn’t about selling policies—it’s about stewarding them with clarity and care. We help advisors, trustees, and institutions deliver measurable value through independent, fiduciary guidance and a disciplined, partnership-first approach.

Best Interest Partnership

We operate with total independence – Aurum is not owned by any insurance company or insurance distributor agency – which allows us to offer transparent alignment with your goals.

Underwriting Expertise

Our depth of technical insight offers rigorous testing to policies assigned to our review with structured precision for foresight.

Policy Optimization

We uncover opportunities within existing portfolios and help track, design, and implement solutions to efficiently manage policies sustainably over time.

Our Team Members

Integrity-led experts delivering trusted outcomes

JULIAN H. GOOD, JR., CLU, ChFC

Partner

RON WARE, J.D., CFP®

Partner

ROBERT MACARTHUR, CFP®

Partner

JOSH PROCACCINI, CFP®

Partner

PAUL ROKOSZ, MBA, CFA®

Partner

Let’s review your current policies, discuss your objectives, and identify opportunities to bring clarity, alignment, and measurable value to your clients.

Expert guidance begins with one conversation

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