Learn more about what this partnership means
FAQS About the BKS and Fiduciary Partners Partnership
Will my insurance program change?
No. Your insurance program will stay in tact and policy numbers will remain the same.
Will I continue working with the same team?
Yes! The same great people who service your account today will continue to do so and they will have the backing of more than 350 BKS-Partners colleagues located throughout the Southeast.
Has the contact information for the fiduciary partners team changed?
You should continue to contact your current insurance team using the same telephone number and email addresses. Over the next 3 months, we will transition to BKS-Partners email addresses but we won’t lose access to prior email history and our Fiduciary Partners email accounts will remain active — automatically forwarding all emails sent to your Fiduciary Partners email address. BKS-Partners email configuration is first. last@BKS-Partners.com.
Has the office location changed?
No. Our office and phone numbers will remain the same.
Has anything changed regarding where or when I should remit payments?
No. Payments should be made as they are currently. We will alert you if there are any changes.
Does this Change anything about the relationship I currently have with the Fiduciary Partners Team?
No. The relationships between our clients and our team will not change, you will continue to work with our amazing colleagues!
Will I have the same access to my data?
Yes. Access to your plan information will not change.
So, what changes should I expect?
The transition will be seamless for our clients in terms of service and accessibility. Fiduciary Partners Retirement Group will inherit the BKS-Partners name.
This partnership allows us to continue to work tirelessly on behalf of our clients while expanding our footprint, tools and resources to continue to do what we love. The addition of BKS’ industry-leading resources, culture and philosophy will afford our team with the opportunity to grow personally and professionally. Additionally, the partnership enables our team to expand and improve on the current services we provide.
The shared goal of our firms is to provide those who seek our services with an exceptional experience, unparalled peace of mind, and superior opportunities.