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NEWS
Andesa Partners with M Financial Group
Andesa Services has entered an agreement with M Financial Group to modernize legacy systems and streamline operations for in-force SERP, DBO, and split-dollar plans across advanced markets.
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NEWS
Andesa Partners with M Financial Group
Andesa Services has entered an agreement with M Financial Group to modernize legacy systems and streamline operations for in-force SERP, DBO, and split-dollar plans across advanced markets.
BLOG
Building Scalable Private Placement Programs: Operational Considerations for PPLI & PPVA
Private placement life insurance (PPLI) and private placement variable annuities (PPVA) offer flexible investment solutions for sophisticated planning strategies.
BLOG
Andesa at the Girls in STEM Symposium 2025
On October 28, 2025, Andesa proudly participated in the annual Girls in STEM Symposium at Kutztown University.
NEWS
Andesa Completes SOC 1, 2, and 3 Examinations
Andesa Services, a leading provider of policy and executive benefit plan administration solutions in the advanced market industry, is proud to announce the successful completion of its SOC 1 Type II, SOC 2 Type II, and SOC 3 examinations.
NEWS
Jerry Pennella of Andesa Appointed Chairperson of COLI Directors
Andesa is pleased to announce that Account Executive Jerry Pennella has been appointed Chairperson of the COLI Directors.
BLOG
Insights from COLI Directors & Finseca 2025: Andesa’s Spring Conference Recap
This spring, our team participated in two major industry events: the COLI Directors Meeting and the Finseca Advanced Markets Conference.
