Stephens Insurance – Consulting Resources | Stephens

Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.


Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Employee Benefits

Consulting Resources

Our consulting resources enable organizations to develop and maintain versatile and effective benefits strategies that align with their strategic objectives.

At Stephens Insurance, we excel at consulting on plan design, review, and administration; benefits communication and enrollment; legal and compliance questions; and wellness, technology, and HR tools.

Plan Design, Review & Implementation

We assist clients in designing and implementing benefit plans that reflect their unique priorities.

Benefit Administration Solutions

Our team configures and maintains client plans on our selected partner portal, or we can assist with the configuration of the client’s benefits administration system of choice.

Benefits Communication & Enrollment Strategies

To ensure plans are effectively delivered to members, we work with clients to develop customized awareness flyers, newsletters, and enrollment tools.

Benefits Technology Consulting

Acting as an extension of our client’s Human Resources department, we consult on technology solutions to facilitate enrollment, communications, and plan management.

Legal Expertise

We provide access to our experienced in-house employee benefits attorneys, who curate advice on compliance with laws and regulations governing group health and welfare plans.


We provide guidance on benefit plan compliance with the Affordable Care Act, COBRA, HIPAA, ERISA, Cafeteria Plans, and FMLA. We deliver alerts on key regulatory developments.

News & Perspectives