Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

Located in Birmingham, AL, the MartinGrace Benefit Group, Inc office is a prominent hub within the larger network of this esteemed insurance broker. Boasting extensive experience, this location is adept at servicing both self-funded clients and a diverse array of local and regional employers. The office's impressive portfolio includes collaborations with notable companies such as Cory Watson PC, a legal services firm with 100+ participants, Rarestep, a computing infrastructure provider with 330+ participants, and Wolverine Tube in the nonferrous metal industry, boasting 160+ participants. Specializing in the legal services, nonferrous metal, and computing infrastructure sectors, MartinGrace Benefit Group, Inc's Birmingham office exhibits unparalleled expertise. This is further accentuated by their affiliation with a local brokerage firm, showcasing a commitment to community engagement and understanding the unique needs of the regional market. Notably, this larger office demonstrates versatility, having successfully navigated partnerships with midsize and small employers alike. With a proven track record and a focus on tailored solutions, the Birmingham location of MartinGrace Benefit Group, Inc stands as a reliable partner for employers seeking comprehensive and effective benefit strategies.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.

Yeary & Moore LLC is a trusted insurance broker located in Mountain Brook, Alabama. With a deep understanding of the insurance industry, they have gained a reputation for providing exceptional services to a diverse range of clients. One notable example of their expertise is their collaboration with Pack Health, A Quest Diagnostics Company, a prominent employer in the scientific research and development services industry, employing 120 individuals. Yeary & Moore LLC worked closely with Pack Health's HR and finance team to tailor a comprehensive PPO plan, PBM, and drug plan that catered specifically to the unique needs of their members. Specializing in working with self-funded employers, Yeary & Moore LLC serves clients of all sizes, ranging from large corporations to midsize and small businesses. Their client portfolio includes esteemed companies such as Arlington Properties, Montgomery Transport, LLC, Nelson Brothers, and Wood Fruitticher Grocery Co., Inc. They extend their exceptional services to clients throughout Alabama, ensuring that their insurance needs are met with utmost professionalism and expertise. Yeary & Moore LLC boasts an impressive M Score, a testament to their extensive experience and proficiency in serving clients across various industries. Their expertise extends to machinery, equipment, and supplies merchant wholesalers, grocery and related product merchant wholesalers, as well as specialized freight trucking industries. With a commitment to providing tailored insurance solutions and personalized attention, Yeary & Moore LLC stands out as a reliable insurance broker for businesses seeking comprehensive coverage and unparalleled support.

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.

Benefit Strategies Group, Inc., located in the dynamic city of Huntsville, AL, is a prominent insurance brokerage office renowned for its extensive expertise in serving local and regional employers. This larger office stands out for its specialized knowledge in medical and ancillary benefits, catering adeptly to the unique needs of midsize employers. One of the hallmark traits of this office is its profound understanding and experience within the scientific research and development services industries. This expertise is exemplified through their work with top clients like Simulation Technologies, a significant player in the scientific research sector based in Alabama. Serving over 180 participants at Simulation Technologies, Benefit Strategies Group, Inc. demonstrates an exceptional ability to handle complex benefits needs for companies with a substantial workforce. As a local brokerage firm, they bring a personalized and nuanced approach to benefit solutions, ensuring that their services are tailored to the specific regional and industry-related needs of their clients. This local focus, combined with their broad capabilities, makes them a valuable asset to any midsize employer seeking comprehensive and customized insurance solutions. Benefit Strategies Group, Inc. in Huntsville distinguishes itself through a blend of local market acumen and wide-ranging industry knowledge, positioning itself as a top choice for employers seeking a broker that understands the intricacies of their specific sector and regional requirements.

At Lakeshore Benefit Alliance (LBA), we are an Alliance of consultants, insurance carriers, healthcare providers, employees, and employers. Our consultants save your organization time and money by providing effective benefits communication, innovative products, and by leveraging our relationships and our entire block of business so that all of our clients, big or small, can benefit from economies of scale. In today's environment, we find it impossible to ignore rising healthcare premiums, increased out-of-pocket costs, and the burden of complying with ever-changing healthcare regulations, which is why we developed Alliance Secondary Insurance. Alliance Secondary Insurance is the most innovative, comprehensive, and cost-effective supplemental health insurance product in the marketplace. Please read more about LBA and Alliance Secondary Insurance to learn more about the numerous Health Reform advantages it provides, all while reducing your overall health insurance premiums and saving your employees money on medical expenses.

Founded in 1954, Palomar Insurance is one of the oldest independent agencies in the Southeast. We serve both domestic and international customers and design insurance programs that fit their financial and risk needs. Our corporate office is located in Montgomery, AL with business offices in Kennesaw, GA, Chattanooga, TN, Greenville, SC, Birmingham, Mobile, and Troy, AL.

How to recruit, reward and retain top executives keeps many a CEO (no matter the company size) up at night. But all too often these CEO's and their advisors come to us extremely frustrated with the government-imposed restrictions associated with qualified retirement plans like, 401k plans. We understand and can provide tailored financial solutions to businesses that are designed to benefit from and optimize existing and changing government regulations. In fact, we literally wrote the book on the topic! In addition, we work with successful families and individuals to address their financial planning and risk and investment management. We believe that objective advice matters. We combined our knowledge and experience to implement innovative strategies that are tailored for your financial goals. Securities offered through Lion Street Financial, LLC, Member FINRA/SIPC. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.