Burnham Benefits, operating from their San Francisco, CA office, stands out as a prominent regional insurance broker firm. This larger office location is notably skilled in catering to a diverse clientele, including midsize and small employers, showcasing their adaptability and comprehensive understanding of varying business needs. Their proficiency is particularly evident in their work with self-funded clients, where they offer tailored support to local and regional employers. The San Francisco branch of Burnham Benefits has built a commendable portfolio, serving top-tier customers across multiple industries. Notably, they have successfully collaborated with Acute Care Surgery Medical Group in the offices of physicians industry, accommodating over 230 participants. Their expertise extends to the information industry, exemplified by their partnership with Adaptive Insights, which encompasses more than 490 participants. Furthermore, in the professional, scientific, and technical services industry, they have efficiently managed the needs of Align Technology, involving upwards of 310 participants. Burnham Benefits' proficiency is not limited to these sectors; they also excel across educational services, information, and computer systems design and related services industries. This versatility is a testament to their ability to understand and meet the unique insurance requirements of various sectors. Their San Francisco office is a reflection of their commitment to offering personalized, expert insurance solutions, ensuring their clients are well-equipped to navigate the complexities of employee benefits and insurance services.

SITZMANN MORRIS AND BOYLE INSURANCE AGENCY, located in San Francisco, CA, stands out as a premier insurance broker dedicated to serving the unique needs of local and regional employers. Specializing in medical and ancillary benefits, this office location brings a wealth of expertise to the vibrant business landscape of San Francisco. One notable strength of SITZMANN MORRIS AND BOYLE lies in their successful partnerships with top customers like Brown & Brown, a key player in the agencies, brokerages, and insurance-related activities industry. Brown & Brown, with over 270 participants, underscores the broker's commitment to delivering tailored benefits solutions to businesses of significant scale and complexity. As an integral part of a local brokerage firm, SITZMANN MORRIS AND BOYLE INSURANCE AGENCY combines industry knowledge with a localized approach. This strategy positions them as a reliable and responsive partner for employers seeking comprehensive and effective insurance solutions in the dynamic San Francisco market. With a proven track record of serving diverse businesses and a focus on the agencies, brokerages, and insurance-related activities industry, this office emerges as a go-to resource for employers looking to enhance their employee benefits offerings.

SITZMANN MORRIS AND BOYLE INSURANCE AGENCY, located in San Francisco, CA, stands out as a premier insurance broker dedicated to serving the unique needs of local and regional employers. Specializing in medical and ancillary benefits, this office location brings a wealth of expertise to the vibrant business landscape of San Francisco. One notable strength of SITZMANN MORRIS AND BOYLE lies in their successful partnerships with top customers like Brown & Brown, a key player in the agencies, brokerages, and insurance-related activities industry. Brown & Brown, with over 270 participants, underscores the broker's commitment to delivering tailored benefits solutions to businesses of significant scale and complexity. As an integral part of a local brokerage firm, SITZMANN MORRIS AND BOYLE INSURANCE AGENCY combines industry knowledge with a localized approach. This strategy positions them as a reliable and responsive partner for employers seeking comprehensive and effective insurance solutions in the dynamic San Francisco market. With a proven track record of serving diverse businesses and a focus on the agencies, brokerages, and insurance-related activities industry, this office emerges as a go-to resource for employers looking to enhance their employee benefits offerings.

Located in the vibrant business hub of San Francisco, the Robert C Placak & Associates office stands as a stalwart insurance broker, catering to the diverse needs of employers in the region. With a robust history in managing self-funded clients, they bring a wealth of experience to the table, particularly excelling in serving local and regional employers. What sets them apart is their deep understanding and successful track record in key industries, such as outpatient care centers and automobile dealerships. Their portfolio showcases notable collaborations, including Envision Motors Management, a prominent player in the automobile dealers industry, boasting 110+ participants. Similarly, they have provided comprehensive support to Satellite Healthcare, a major player in the outpatient care centers industry, with an impressive 790+ participants. This office of Robert C Placak & Associates thrives as part of a local brokerage firm, ensuring a nuanced understanding of the unique challenges and opportunities within the San Francisco business landscape. Their tailored solutions and industry expertise position them as a trusted ally for employers seeking comprehensive and effective insurance solutions.

Have you ever peeled an orange and discovered there was an apple inside? In planning for high net worth families and high-growth organizations, we call it The Perception Gap. It’s when buyers of strategies, products or advice perceive they have something in place, yet their reality is altogether different. Creation of wealth and enterprise is a magnet for complexity. We offer complementary support, alongside your existing advisors, for those areas in which specialized expertise may close the gap: - Disability insurance for unusually high-income earners (often implemented at the organizational level) - Life insurance design, implementation and ongoing management - Family wealth planning - Business continuity planning We form product design partnerships directly with top manufacturers that create peer-based risk pools and proprietary offerings uniquely suited for established families – and organizations with an unusual concentration of high-income earners. Clients often receive lower pricing, advanced features and higher coverage limits, through products not available in the general marketplace. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. TCS Insurance Agency, Inc. is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Flock Is, Inc.'s San Francisco, CA office stands as a formidable player in the insurance brokerage arena. Operating from a larger office, they have cultivated a wealth of experience catering to diverse clientele, with a particular strength in serving self-funded clients. Their proficiency extends to both local and regional employers, showcasing adaptability and a nuanced understanding of varying business needs. Distinguished by a robust portfolio of clients, Flock Is, Inc. has proven instrumental to prominent companies such as Blew & Associates PA, Heartland Farms, and Interstate Warehousing. These success stories span industries such as architectural and engineering services, fruit and vegetable preserving, as well as support activities for road transportation. The broker's multifaceted expertise positions them as a go-to resource for employers across architectural, engineering, and related services; fruit and vegetable preserving and specialty food manufacturing; and support activities for road transportation industries. As a key player in a local brokerage firm, this office reflects a commitment to the community while demonstrating an impressive track record with midsize and small employers. Flock Is, Inc.'s San Francisco location emerges as a reliable partner, navigating the intricate landscape of employer benefits with proven experience and a client-focused approach.

Dearden & Associates, Inc. Insurance Group is a full-service business and personal lines insurance agency serving the states of Utah and Idaho. We are Independent Agents, free to choose the best carrier for your insurance needs. We do not work for an insurance company; we work for you. We work on your side when you have a loss and follow through to see that you get fair, prompt payment and service. Dearden & Associates Insurance Group represents a carefully selected group of financially strong, reputable insurance companies, therefore, we are able to offer you the best coverage at the most competitive price. Dearden & Associates, Inc. Insurance Group is a full-service agency serving Utah, Montana, Idaho, Nevada, and Arizona, with limited products and services in various other states. Investment grade life insurance, with LIVING BENEFITS as well as death benefit protection, is one of the most popular, hottest products on the market today. Because of the incredible benefits of these policies to their clients, Dearden & Associates dedicates a great deal of time and financial resources to the training of its agents and maintains relationships with the top IUL insurers. Dan Dearden, Eric Dearden, Joe Darger, Jeremy Lindquist, and Molly Bare are trained to demonstrate the life insurance protection and financial benefits of Indexed Universal Life, specifically designed for each client’s goals and needs. Connect with us at: http://www.youtube.com//user/DeardenInsurance

MOC prides itself in our commitment to clients and in delivering the highest quality in consultative and insurance services. Our risk and claims management experts specialize in Real Estate, Arts & Entertainment, Agriculture & Viticulture, Marine, Aviation, Commercial and Personal Insurance. Our services include providing the best coverage, from the best companies, at the best price. Our risk management approach in providing customized solutions and personal attention allows our clients to focus on the success of their business. Originally founded in 1969 in San Francisco, CA, MOC is one of the largest independent insurance brokerages in California, servicing clients throughout the United States. The 2008 addition of Farallon Associates Insurance Brokers, followed by San Francisco Insurance Center in 2011, aligns with MOC's growth strategy of strengthening client services in our specialty areas. MOC is now an organization of over 65 employees with total annual premiums exceeding $100 million. Main (415) 957-0600

Pennbrook/CAIB Insurance Services is a full service insurance brokerage located in downtown San Francisco who caters to business and personal clients. We anticipate their needs via risk management services and insurance products including property, general liability, directors & officers’ liability, errors & omissions, bonds, workers compensation, employee benefits, individual auto, home & health. Since 1982, we have assisted our clients to understand their risks. We provide each client with a team of professionals including a single point of contact, risk manager, account manager and your own claims specialist. Every client receives individualized exceptional treatment.

NFP is a leading insurance broker and consultant providing specialized property and casualty corporate benefits retirement and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 5800 global employees investments in innovative technologies and enduring relationships with highly rated insurers vendors and financial institutions. NFP is the 5th largest benefits broker by global revenue 5th best place to work in insurance and 6th largest US based privately owned broker Business Insurance, 9th commercial lines agency by PC commercial lines revenue, and 10th largest property and casualty agency Insurance Journal, and 12th largest global insurance broker.

Operating from the picturesque locale of Napa, California, Thomas E Kuntz Insurance stands as a reputable insurance broker with a keen focus on delivering customized solutions for local and regional employers. As a vital component of a local brokerage firm, this office emphasizes community engagement and a personalized approach to client relationships. Thomas E Kuntz Insurance showcases notable expertise in working with self-funded clients, making them a strategic ally for businesses seeking comprehensive benefits solutions. Their ability to support local and regional employers positions them as a reliable partner in navigating the complex landscape of employee benefits. The broker's client portfolio includes esteemed names such as Gott's Partners Lp and Mendo Mill & Lumber Co, both leaders in their respective industries. With 140+ participants in the restaurants and eating places sector and 90+ participants in the building material and supplies dealers industry, these collaborations underscore the broker's proficiency in tailoring benefits solutions to meet the unique needs of each business. With demonstrated experience working with midsize employers, Thomas E Kuntz Insurance exhibits a nuanced understanding of the challenges and opportunities faced by businesses of this scale. For employers in Napa seeking a knowledgeable and dedicated insurance partner, this broker exemplifies a commitment to expertise, personalized service, and a thorough understanding of the building material and supplies dealers industries.