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Showing 1 - 12 of 19 results
PAMPALONE INSURANCE AGENCY
PAMPALONE INSURANCE AGENCY
Merrillville, Indiana
1-24 employees
Pampalone Insurance is an information technology and services company based out of 6695 Broadway, Merrillville, Indiana, United States.
Retirement Benefits Rank
Below Market
THE PINNACLE PLANNING GROUP, LLC
THE PINNACLE PLANNING GROUP, LLC
Oak Brook, Illinois
1-24 employees
In this role, I actively managed, built, and serviced a substantial portfolio of high-net-worth individual assets totaling approximately $400 million, using existing corporate relationships to launch and generate interest in the retail individual management offering. I designed comprehensive financial plans encompassing income planning, cash flow analysis, and asset protection analysis, providing clients with a high-level approach to their financial goals and security. Highlights of accomplishment in this role include: • I steered the company's strategic direction by spearheading the development and operationalization of an individual wealth management offering, transforming it from a corporate-focused entity. • I implemented cutting-edge strategies for retirement income planning and multi-generational income planning, conducting meticulous fund research, placing strategic products, and delivering captivating client presentations. • I provided fiduciary oversight, investment policy creation, and investment selection for multiple DC plans under the scope of 3(21) and 3(38) fiduciary responsibilities. • I consulted innovative solutions for corporation 401(K) plans, succession planning, Key Man protection planning, and executive compensation strategies, employing a high-level approach to address complex corporate needs. • I crafted and execute captivating corporate marketing campaigns targeting specific business employee demographics, hosting engaging employee meetings to foster financial empowerment and prosperity. • I drove asset generation and onboarding through strategic seminar marketing, referrals, and targeted 401(k) marketing initiatives, expanding the company's client base and achieving exceptional growth. Additional Experience: Client Relationship and Development Administrator | Executive Assistant
Retirement Benefits Rank
Top Benefits
COEFFICIENT UNDERWRITERS, INC.
COEFFICIENT UNDERWRITERS, INC.
Naperville, Illinois
1-24 employees
CoEfficient Underwriters, Inc. is a program administrator specializing in unique insurance solutions for the casualty insurance lines of workers compensation, general liability, and auto liability. Our expertise is focused mainly on alternative risk products, including captives, specifically tailored for middle market businesses in the temporary staffing, transportation, healthcare, and construction industries. Through our Trucking Specialty Division IC Management Services, Inc. we also offer additional customized products, such as occupational accident coverage, for independent contractor drivers who operate under lease to a motor carrier. The management team at CoEfficient Underwriters, Inc. has over 75 combined years of property and casualty experience, with an emphasis on structuring, developing, and managing guaranteed cost and alternative risk programs. Our strong relationships with insurance carriers and service providers help us to offer complete programs with customized risk control and flexible financing options on nationally recognized paper companies. We take pride in delivering innovative insurance solutions to fill the needs of our clients and broker partners. Please contact us for your program/captive creation, insurance placement, or underwriting needs.
Retirement Benefits Rank
Market Competitive
KOESTER & BROWN INSURANCE AGENCY, INC. D/B/A BROWN INSURANCE GROUP
KOESTER & BROWN INSURANCE AGENCY, INC. D/B/A BROWN INSURANCE GROUP
Highland, Indiana
1-24 employees
Thank you for visiting Brown Insurance Group. We take great pride in our agency, community and clients. As an Independent Agent we offer choice, provide a high level of service and support the community. Call us today for your personal and commercial insurance needs 219.972.6060. Brown Insurance Group, Going Beyond The Expected #Highland #Insurance #BrownInsuranceGroup #Auto #Home #Life #Business #Choice #Service #Community
Retirement Benefits Rank
Below Market
FIRST CHOICE INSURANCE AGENCY, INC.
FIRST CHOICE INSURANCE AGENCY, INC.
Oak Brook, Illinois
1-24 employees
Welcome to First Choice Insurance Agency. If you are looking for dedicated, personalized service, with your best interest in mind, then you have come to the right place. First Choice Insurance Agency represents over 50 major insurance carriers and has over 30 years experience serving those looking for affordable health care coverage. We pride ourselves on our ability to custom tailor an insurance plan to fit your specific needs.
Retirement Benefits Rank
Market Competitive
EMPLOYEE BENEFITS CONSULTANTS INC.
EMPLOYEE BENEFITS CONSULTANTS INC.
Frankfort, Illinois
1-24 employees
Independent Broker for Life, Health, and Disability.
Retirement Benefits Rank
Top Benefits
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STRATEGIC BENEFITS ADVISORS, INC.
STRATEGIC BENEFITS ADVISORS, INC.
Oak Brook, Illinois
1-24 employees
As a full-service health and welfare benefits consulting and brokerage firm, SBA works with organizations across a variety of industries — from higher education institutions to world-class hospitals to some of the nation’s leading industrial companies. Acting as a trusted partner, we help organizations manage their benefits spend by developing competitive benefit programs that offer the right combination of quality and cost. Specifically, we help develop, implement, and manage strategies that cover the full portfolio of health and welfare benefits. By offering a full suite of consulting services, SBA can help you derive maximum value from your benefit programs today, while preparing you for what lies ahead.
Retirement Benefits Rank
Market Leading
K. SYMONS AGENCY, INC.
K. SYMONS AGENCY, INC.
Valparaiso, Indiana
1-24 employees
Allstate Financial Services, LLC is the proprietary registered Broker-Dealer of the Allstate Corporation. We help people realize their hopes and dreams through products and services designed to protect them from life’s uncertainties and to help them prepare for the future. Our financial service products offered include Life, Annuities, Mutual Funds, Retirement and College Savings Programs. Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727.
Retirement Benefits Rank
Market Leading
D.C.I. INSURANCE AGENCY INC.
D.C.I. INSURANCE AGENCY INC.
Orland Park, Illinois
1-24 employees
More Than Insurance Agents, We're Your Insurance Partner. DCI builds lasting client relationships. Learning about your needs is important, and our thoughtful approach ensures the best coverage recommendations today and in the years to come. Insurance can be overwhelming and confusing, that’s why DCI helps clients learn as much as possible about the process and options. We offer full consultative services to help our clients understand how the various coverages protect them. DCI guides every client to a full understanding of the insurance solution in order to make the best choice for their risk management needs.
Retirement Benefits Rank
Top Benefits
MICHAELSON & MESSINGER INSURANCE SPECIALISTS LLC
MICHAELSON & MESSINGER INSURANCE SPECIALISTS LLC
Hinsdale, Illinois
1-24 employees
MICHAELSON & MESSINGER INSURANCE SPECIALISTS LLC is a company based out of 15 SPINNING WHEEL RD 34, Hinsdale, Illinois, United States.
Retirement Benefits Rank
Market Leading
MIDWEST INSURANCE CENTER, INC.
MIDWEST INSURANCE CENTER, INC.
Schererville, Indiana
1-24 employees
For more than four decades, The Midwest Insurance Center has grown our business around the most important people in our company; our clients. Every system, every procedure, and every decision is directed toward responding to your needs. And as a mid-sized, independent agency, we are uniquely qualified to represent your insurance needs unlike any other. From guidance about potential risks, to protecting you from financial loss, our licensed agents and support staff are focused on providing coverage for your specific personal and business insurance needs. Our reputation for helping you select the policies that are the best fit, at the best price, has been built one satisfied client at a time. And perhaps most important of all, when you need us, we're there for you.
Retirement Benefits Rank
Market Competitive
APEX HEALTHCARE INC.
APEX HEALTHCARE INC.
Naperville, Illinois
1-24 employees
APEX HEALTHCARE, INC. is a company based out of 1240 E DIEHL RD STE 100, NAPERVILLE, Illinois, United States.
Retirement Benefits Rank
Market Laggard