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Protecting Everything You've Worked For!

Dennis M. Postema established PI&I in 2005 after realizing that becoming an independent agent would allow him to offer his clients better, more versatile products with lower rates and better returns.

Innovative Solutions For

Retirement Planning
Health
Life
Home & Auto
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RETIREMENT PLANNINGMEDICARE OPTIONSLIFE INSURANCEINVESTMENT ADVISORYHOME & AUTOBUSINESS SOLUTIONSTAX PLANNINGRETIREMENT PLANNINGMEDICARE OPTIONSLIFE INSURANCEINVESTMENT ADVISORYHOME & AUTOBUSINESS SOLUTIONSTAX PLANNING
2005
The Postema Difference
Est. 2005

Elite insight.
Boutique integrity.

Join the Elite Collective

Trusted by Over 5,000 Partners

3500+ families served

Dennis M. Postema
Founder & CEO

Dennis M. Postema

Dennis M. Postema established PI&I in 2005 with a singular vision: to bridge the gap between high-level corporate expertise and personalized, local service.

We architect bespoke financial ecosystems that protect every pillar of your life: accumulating, preserving, and distributing wealth with surgical precision.

Unmatched Integrity

Every strategy is built on a foundation of radical transparency and ethical guidance.

Global Resources

Access to over 90 world-class carriers and sophisticated financial instruments.