SCHOOL HARBOR
INSURANCE & BENEFITS SERVICES
FOR INDEPENDENT SCHOOLS

Mission Statement

The mission of School Harbor is to provide independent schools with client focused employee benefits coverage, property and casualty insurance, and risk management insurance services, acting as their advocate and pilot in charting a successful and cost-effective course through the challenges of the insurance marketplace.

Purpose

School Harbor will add significant value to schools by delivering unparalleled service and prudent cost control in risk-management insurance and employee benefits. Our relationships with client schools will emphasize communication, information flow, accessibility, initiative, and candor.

Background

School Harbor represents the coalition of Independent School Counsel, Inc. (ISC), the Southeast’s leading management consulting group, and The Zutz Group, a highly respected national insurance firm founded in 1940 that offers a complete portfolio of business and personal insurance products, representing an unmatched commitment to service.

See a comparison of Health Savings Accounts (HSA’s), Flexible Spending Accounts (FSA’s) & Health Reimbursement Arrangements (HRA’s) Side-By-Side.

For more information on these products and services, please contact Stephan Chapman or Kent Evans at (302) 658-8000 or (800) 441-9385.

Investments Offered Through Representatives of Jefferson Pilot Securities Corporation; Member NASD/SIPC
One Granite Place, Concord, NH 03301 (603) 226-5000
RTA Financial Services, Inc. and Jefferson Pilot Securities Corporation are not affiliated.