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Tailor-made solutions for your success

Our approach begins with a personalized needs analysis, ensuring we understand the unique aspects of your business and team.

Group
Insurance

Needs Analysis

Support and Guidance for Plan Administrators

Subscription Negotiation

Group Retirement Plans

Market Assessment and

Trend Analysis

Employee Information

Sessions

Individual Retirement Planning

HR
Consulting

Recruitment Services

Management Coaching

Mediation and Harassment Investigations

Financial Security Planning

Succession Planning

Family and Intergenerational Governance

Support for Business

Acquisitions & Transactions

Beyond Insurance:
Your Human Capital Partner

Our personalized services are designed to protect and strengthen your business, from Tailored Insurance Solutions, Comprehensive Group Retirement Services, Strategic HR Consulting, and Personalized Financial Planning.


Each offering is customized to align with your goals, ensuring your needs are met and your objectives are achieved.

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Your True Advantage with Antonelli & Morel

Our strengths at your service for growth

Unlike other firms, we don’t just provide services—we become an extension of your team, guiding you with a personalized, forward-thinking approach. Our expertise, independence, and commitment to long-term client success make us a trusted partner, not just a provider.

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  • Most firms conduct a standard assessment, but we go further. We take the time to deeply understand your business structure, culture, and long-term vision. Our holistic approach ensures your plan isn’t just a quick fix but a long-term solution that evolves with you.

  • Unlike many firms that work with a limited network of providers, we have access to all insurers and financial institutions. This ensures you get completely unbiased, best-in-market solutions rather than being pushed toward prearranged partnerships.

  • We don’t just compare quotes; we leverage decades of relationships and industry expertise to negotiate better terms, pricing, and added benefits that others might not secure. Our clients consistently receive more value for their investment.

  • Many firms focus only on initial setup, leaving clients to navigate changes alone. We offer proactive, ongoing service, ensuring your plans adapt as your business evolves. You get a dedicated expert, not a call center.

Committed to
Responsible Investment

Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust. Focus on what makes the business unique and how users can benefit from choosing it.

Careers

This is the space to tell people what it's like to work with the business. Describe the team's culture and why people enjoy being a part of it. Encourage qualified viewers to apply for open positions and tell them how to submit their applications.

Strategic Partnership

Our Investment
Strategies

Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust. Focus on what makes the business unique and how users can benefit from choosing it.

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« Antonelli & Morel have been providing our organization innovative employee benefit solutions for over 15 years.

Their ongoing service commitment allows us the peace of mind to focus more effectively on other areas of our business.
»

Rosaria Abreu

VP Administration et Finance
Invera Inc

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« We have been doing business with Antonelli & Morel for more than 10 years now. Their team of experienced professionals has provided us with outstanding service year after year. They have adapted a group insurance plan that perfectly matches our employees’ needs. »

Glenn Watt

CFO

Tenaquip Limited

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