When it comes to protecting your plans for Retirement, what you don’t have is often more important than what you do. If you don’t have a plan to protect your health, then you can’t always count on your wealth to still be there. You should understand what every Baby Boomer needs to know NOW about Social Security and Medicare, for a safe and secure Retirement. Learn what’s missing from Medicare, and what you can do to fix it. Find out how inadequate Social Security will be, and what you can do if it does go broke.

BOK Financial Corporation is a $47 billion regional financial services company headquartered in Tulsa, Oklahoma with $92 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., BOK Financial Private Wealth, Inc., and BOK Financial Insurance, Inc. BOKF, NA operates TransFund, Cavanal Hill Investment Management, and BOK Financial Asset Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial in Arizona, Arkansas, Colorado, Kansas, and Missouri; as well as having limited purpose offices in Nebraska, Milwaukee, and Connecticut. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust and insurance services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com. BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees without regard to, race, color, religion, national origin, age, sexual orientation, genetic information, or veteran status. © 2024 BOK Financial, a division of BOKF, NA. Member FDIC. Equal Housing Lender.

Dorado Benefit Advisors, located in Phoenix, Arizona, stands as a local brokerage firm with a strong focus on serving midsize employers. They exhibit notable expertise in catering to local and regional employers, particularly excelling in the provision of medical and ancillary benefits. Their proficiency is not limited to a single industry; they have demonstrated exceptional skill across various sectors, with a special emphasis on the pharmaceutical and medicine manufacturing, as well as the air transportation industries. Highlighting their capability, Dorado Benefit Advisors has successfully partnered with notable clients such as National Vitamin Co, a prominent player in the pharmaceutical and medicine manufacturing industry. With their base in Arizona, National Vitamin Co benefits from Dorado's expertise for over 180 participants. Similarly, Worldwide Jet Charter, another esteemed client operating within the air transportation sector in Arizona, trusts Dorado for the benefit needs of more than 120 participants. This variety in clientele underlines Dorado's adaptability and deep understanding of different industry nuances. Their approach is tailored to the unique needs of midsize businesses, ensuring that each client receives personalized and effective benefit solutions. Dorado Benefit Advisors' local roots in Phoenix provide them with an intimate understanding of the regional market, enabling them to offer more relevant and impactful advice and services. By choosing Dorado Benefit Advisors, employers are not just getting a service provider; they are partnering with a knowledgeable ally who is deeply invested in their specific industry's challenges and opportunities. This commitment to excellence and bespoke service has solidified their reputation as a trusted advisor in the Phoenix business community.

Paragon is an independent private equity firm that stands for sustainable investments in mid-sized companies since its foundation in 2004. We currently manage a total of €2.4bn in equity capital. Our investors include institutional organizations, such as life insurance companies, pension funds and university foundations, as well as the Paragon team. We invest in established mid-sized companies with sustainable business models and significant development potential. Each of the companies that we acquire is managed independently by its management team and is independently financed. We support our companies as shareholder and sparring partner and assist their management teams with a view to sustainably improving their strategy and operations. We focus on companies with a strong business model and operational development potential. We promote entrepreneurial thinking and action and make more capital available for additional acquisitions and growth initiatives where needed. We further support the growth of our companies through expertise in a variety of areas, such as recruitment and other operational development opportunities. We believe that by building companies sustainably, value is created for all stakeholders – the companies themselves, their employees and customers as well as our investors.

Confidence to Face Whatever Lies Ahead. The Mahoney Group has worked to give our clients just that since 1915. As one of the oldest and largest independent brokerages in the U.S., what sets us apart is our unique employee-owned structure, which allows us to align directly with your interests, not those of distant shareholders or Wall Street pressures. This alignment empowers us to focus solely on what matters most: your success and peace of mind. Our core offerings include not just coverage to protect your business, but comprehensive risk management and claims advocacy. And when it comes to Employee Benefits, we’re known for challenging the status quo. Our innovative team crafts modern group plans that not only appeal to your employees but also offer a strategic path to regaining control over your healthcare budget. We are, in short, more than an insurance brokerage – we are your ally in navigating life’s uncertainties, giving you the confidence needed to face the many challenge that lies ahead.

When it comes to insurance options, solutions and flexibility are key. Our agents have access to offerings from Liberty Mutual, but if that’s not the right fit they can also recommend other insurance companies. Comparion agents know the insurance world inside out and will expertly guide customers through the complex process of finding the right coverage.

Results Driven! We provide leading-edge products and exceptional service. Our Promise: to assess and identify your risk exposure and implement an action plan to contain losses. We identify training needs and provide on-site assistance to actively address loss severity and promote safe work environments. We are a privately owned insurance and risk management firm with state of the art technology, tools and resources which allows our team of experts to properly and effectively manage your total cost of risk. We represent a multitude of national and regional insurance carriers so that we may customize programs to meet the needs of our clients.

Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.