“Here at Health Insurance Associates, Inc our goal is not to be the biggest agency, but the BEST Agency.” That was the vision our current president and agent, Jim Courtney, had when he founded Health Insurance Associates in 1974, and it remains to this day. We have withstood the test of time by surrounding ourselves with employees who are dedicated to putting the customer’s needs above all else, as well as partnering with insurance carriers who perform only at the highest levels. Being a locally owned company in southeastern Wisconsin, we understand the struggles that both companies and individuals have with managing healthcare costs because we have them too. We want to be your guide for everything health, life, dental, vision, and disability. On the employee benefits side, we enjoy working with small businesses with anywhere from 2-100 employees. Most companies in this sector have limited resources when it comes to employee benefits administration, which is exactly why we are here. Any problem that comes up, billing and claims issues, appeals, processing enrollments and terminations, COBRA and State Continuation administration, or when you are seeking general guidance and expertise, we are here for you. In addition to our expertise in employee benefits, we also work with many individuals who don’t have access to health insurance through their employer by helping them find coverage both on and off the exchange. Many of these individuals are eligible for subsidies, which for some people can lead to $0 premiums. Also available to individuals are a wide array of term and whole life insurance products, dental, vision, and short term and long term disability. If you are a current client, we thank you for your business and loyalty. If not, we look forward to the opportunity to earn your business and welcoming you into the HIA family. Jim & Patrick Courtney Managing Partners Phone (262) 786-6666 Email: [email protected]

The Brokers Network is a national distributor of Life, Long-Term Care & Disability Income insurance solutions as well as Retirement Plans & Fixed Annuities. Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 303-797-9080. The Brokers Network is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.

HEATHER THIES INSURANCE AGENCY, INC. is an insurance company based out of 297 E. HWY. 50 SUITE 1, CLERMONT, Florida, United States.

BILL PANCAKE INSURANCE AGENCY, INC. is an insurance company based out of 920 NORTH MAIN STREET, KISSIMMEE, Florida, United States.

Our agency uniquely offers its customers the experience of over 100 years combined insurance service from its professionals, as well as access to many of the biggest and best insurance companies in the industry. As the insurance marketplace has changed and our community has grown, Fleming Agency has remained focused on the relationships it continues to build with its customers each and every day. We are not the local arm of some giant corporation selling insurance, but an independent insurance agency made up of real people that call this community home, and we stand ready to help you navigate the important issues surrounding the insurance products you buy.

My primary role within this TPA firm is to process distributions. I communicate with clients, participants, & record keepers to prepare and send distribution forms, loan and hardship paperwork, as well as force outs. I put together retirement plan data sheets, calculate vesting, complete various logs, and apply the appropriate fee to process the requests. I’ve also been trained to do plan work, including reconciliations, census checks and imports, in addition to completing 5500 tax forms and 8955 SSA statements. We utilize MS Office and Relius at the firm.

SOPER PEREZ & ASSOCIATES, INC. is an insurance company based out of 506 EAST STATE RD 434, WINTER SPRINGS, Florida, United States.

Providing comprehensive risk management, loss analytics, and commercial insurance and personal insurance programs to the Greater Orlando area, and Florida as a whole.

We strive for high touch service, offering Retirement Planning, Investment Management, and more. At LaPorte Financial, we work as your advocate while developing strategies and services that may improve your situation and impact your family in a very meaningful way. While keeping your goals at the heart of our practice, we develop friendly, positive, and meaningful relationships built on transparency, trust and confidence. Backed by the support and resources of LPL Financial, we operate as an independent firm. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with LaPorte Financial LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The Florida Alliance for Healthcare Value continues to lead the charge for better quality health care for our community.The Florida Alliance for Healthcare Value continues to lead the charge for better quality health care for our community.

BLAKE THOMAS INSURANCE is an insurance company based out of 5889 S. WILLIAMSON BLVD. #220, PORT ORANGE, Florida, United States.

Surety only agency headquartered in Central Florida with an emphasis on civil infrastructure and public work. Access to project analytics and industry trends throughout the State. Active member of AWWA, FWEA, FTBA, ECA among others.