Reid, Sima B, based in Los Angeles, CA, offers tailored employee benefits solutions with a personal touch. With a deep understanding of the unique challenges local businesses face, Sima has become a trusted advisor to diverse clients, including notable names such as Providence Medical Associates, Inc., and Polly's Inc. Her approach combines industry expertise with a keen awareness of each client's specific needs, ensuring they receive the best possible advice and service. Sima's commitment to excellence and her ability to deliver innovative benefits solutions have made her a respected figure in the Los Angeles business community. Her dedication to client satisfaction and her hands-on approach make her an ideal partner for any organization looking to enhance its employee benefits offerings.

FM Financial is a boutique corporate benefits consulting firm in Old Town Pasadena, predominantly focused on Private Equity owned businesses. Since 1960, the Company has successfully worked side-by-side with client leadership to build strategies for managing health care and overall benefit costs. We work directly with HR departments and executive teams in companies across the country to help design, price, and administer benefit plans, retirement plans, and other HR-related products. We approach each client engagement uniquely and with a strong emphasis on service. Our goal is to empower our clients, assist with efforts for EBITDA improvement, and help strategically align benefit plans and costs with overall organizational goals. Our services in Health and Welfare Plans, Retirement Plans, and Human Resources Support are based on years of experience, creative thinking, and remaining accountable to measurable results. ​Our goal is to aid in the creative design of benefit programs specific to each company's values and circumstances. Ultimately, we want our clients and their employees to value their benefits and see them as an integral part of their compensation package. In an industry heavy-laden with fine print, we diligently aim to reduce employer and employee liability and fees through comprehensive contractual analysis and provision negotiation. At FM we hold ourselves to a high standard of individualized analysis and consulting advice. It is our goal to create a service environment in which clients and their employees consider FM an integral and contributing part of their organization. © 2018 by FM Financial Services, Inc. Securities offered through Kestra Investment Services (Kestra IS), Member FINRA/SIPC. Kestra IS and FM Financial Services are not affiliated companies.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

Morgan & Franz is dedicated to providing quality benefit programs with competitive pricing. We wish to establish a successful partnership with our clients, staff and carriers that respect the goals of each party. We want to be seen as a value to our clients and our community. Morgan & Franz Administration is dedicated to providing quality benefit programs with value pricing. We wish to establish a successful partnership with our clients, staff, and carriers that respect the goals of each party. Morgan & Franz Administrative Services - As many employee benefit plans have highly technical aspects and require a lot of time and difficulty administering. By using Morgan & Franz Administrative Services we take the processing and technical aspects off your hands, providing a more cost effective alternative then managing these administrative responsibilities in house. We want to be seen as a value to our clients and our community by offering customization and flexibility tailored to each customer and client’s needs in the following areas: Third Party Administration Services, Data Processing, Benefits Administration, and more.

Intrinsic Solutions Insurance Agency, located in Los Angeles, CA, stands out as a premier insurance broker specializing in employer benefits. With a dedicated focus on medical and ancillary benefits, this office has amassed considerable expertise in serving local and regional employers. Their impressive client portfolio includes notable companies such as California Waste Solutions, a key player in the waste management and remediation services industry, boasting over 150 participants. Additionally, they cater to Gillig, a prominent motor vehicle manufacturing company in CA, providing coverage for a workforce of over 270 participants. Intrinsic Solutions has demonstrated unparalleled proficiency in navigating the intricacies of both waste management and motor vehicle manufacturing industries. As part of a local brokerage firm, this office benefits from a deep understanding of the unique challenges faced by businesses in the region. Their commitment to midsize employers is evident through their demonstrated track record, showcasing the ability to tailor comprehensive insurance solutions to meet the specific needs of this market segment. Intrinsic Solutions Insurance Agency is poised to guide employers through the complexities of benefit programs, ensuring optimal coverage and peace of mind for both businesses and their valued employees.

na

Benely is a recognized leading provider of employee benefits and HR solutions to companies across the US. Benely takes a strategic long-term approach to benefit management. We know that benefits usually encompass your largest reoccurring cost outside of payroll, you should have the right benefits team to help guide you along the way and implement benefits programs that give you the best bang for your buck. Whether your company has 10 or 10,000 employees, we will design a benefits solution that fits the goals and objectives of your business. Additionally, we know it is more than just insurance that it's important to your company.

Businesses and individuals partner with us to help them simplify the complex and develop comprehensive, streamlined solutions. As a top-ranked national advisory firm, we identify your unique needs to deliver customized insurance, risk mitigation, employee benefits, and wealth management solutions. If you can imagine it. If you can dream it. If you can see it when others can’t. We can protect it.