History / Value – Katz/Pierz

History

Katz/Pierz began as a partnership between Aaron Katz, RHU and Donald Pierz, MSFS, CLU, ChFC. The focus was on individual insurance products for professionals, business owners and the self-employed.  In 1983, Lenny Katz, RHU, joined Katz/Pierz and began providing employee benefit solutions to existing and new clients.

Over the next several years, the benefit practice grew as additional producers, with various market skill sets and experience, and support personnel joined Katz/Pierz and our Customer First! philosophy evolved.

Customer First! 
noun (U) /ˈkʌs·tə·mər ‘fɜrst/
Our fierce dedication to independent representation of each client’s best interest.

In 2014, Katz/Pierz became a partner of United Benefit Advisors, the nation’s leading independent employee benefit advisory organization. The move to UBA brought many additional resources for our clients and staff.

As we look to the future, Katz/Pierz’s focus continues to be not only on providing our employer groups with financially viable benefit solutions, but also on identifying communication and technology solutions to help clients manage these programs more efficiently.

Nonetheless, as we incorporate technology, we remain committed to the human element by providing our clients and their employees with a responsive and knowledgeable staff to lend a helping hand.  

Value Statement

Katz/Pierz provides strategic benefit advice supported by technology and backed by a team of knowledgeable professionals. Our programs help clients attract and retain valued employees, and our enthusiastic staff is always available to help those employees and their families navigate today’s complex healthcare system.