Fraternal Organizations

Financial Professionals
Insurance Agents
Fraternal Organizations

Fraternal Organizations

Fraternal organizations can utilize our specialized consulting services specifically designed for the unique needs of Fraternals. We offer all aspects of strategic planning with a focus on product, sales, marketing and distribution, so that your organization can be positioned for growth. Bonsai provides end to end solutions as well as offerings that will “meet you where you are” to supplement your current approach, through Bonsai Consulting, Bonsai Exchange, Bonsai Advisors and MyBonsai Software.

Contact us at 1-833-BONSAIX (1-833-266-7249) or email us at to 
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"Robert and the Bonsai team have been instrumental in supporting Catholic United Financial in our strategic planning efforts, as we approach our 150th anniversary. In addition to their specialized Fraternal consulting services that support our larger vision and mission, they have helped us execute on specific areas such as launching new products, relationship management, recruiting, distribution and marketing to support our growth."

Mike Ahles,
 President & CEO, Catholic United Financial