Member Benefits, Inc., a subsidiary of Business Planning Concepts, Inc. is a full-service insurance and financial services organization specializing in the design, marketing, and administration of professional affinity group and association member benefit programs. As a licensed Third Party Administrator, Member Benefits has national expertise in: Programs Development Association/Affinity Group plan installation Negotiation of substantial discounts, exclusive services, and underwriting concessions Billing and Collection Services Claims Administration Marketing & Programs Communication Policy Issuance Customer Service Member Database Management Member Benefits clearly understands its objective to support association and professional affinity group clients by providing customized insurance products and employee benefit plans to their individual members.

The Bailey Group is the largest pure employee benefits firm in Northeast Florida with over 70 full-time representatives, each dedicated to being an extension of their clients’ HR departments. In addition to their employee benefits offerings, The Bailey Group has a dedicated Well-Being & Engagement team focused on helping clients build successful and sustainable wellness programs that generate results. Health insurance for individuals and families is provided as a local agency for Florida Blue, and financial services (from retirement planning to investments) are provided for both employers and individuals.

Foster, Montie's Jacksonville, FL office stands as a reliable partner for employers seeking adept guidance in the intricacies of insurance benefits. Specializing in medical and ancillary benefits, this office has established strong ties with local and regional employers, demonstrating a keen understanding of the unique challenges faced by businesses in the vibrant Jacksonville market. With an impressive roster of clients, including industry leaders like England Thims & Miller and Greenway Ford, Foster, Montie showcases its prowess in catering to the specific needs of diverse sectors. England Thims & Miller, a prominent player in architectural, engineering, and related services, trusts Foster, Montie with the well-being of its 270+ participants. Similarly, Greenway Ford, a major player in the automobile dealers industry, relies on their expertise to navigate the complexities of insurance for its 2160+ participants. Foster, Montie's proficiency extends beyond individual industries; they excel across architectural, engineering, and related services as well as automobile dealers sectors. As a vital component of a local brokerage firm, this office brings a personalized touch to the insurance brokerage experience. With a proven track record and a commitment to understanding the nuances of employer benefits, Foster, Montie in Jacksonville, FL, emerges as a strategic partner for businesses seeking comprehensive and tailored insurance solutions.

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.* * Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal

James F. Tullis & Associates

From our modest roots starting in 1925 as a Pennsylvania auto insurer, we've grown to become a multi-line insurance company, offering auto, home, business and life insurance through our network of independent insurance agents. Today, our geographic presence extends to 12 states and the District of Columbia; from New York to North Carolina and from Wisconsin to Tennessee. At ERIE, we adhere to disciplined underwriting, fair pricing and a prudent investment philosophy. These factors have contributed to our ability to earn consistently superior ratings in the insurance industry. The combination of a quality agency force, a commitment to customer service and the financial stability provided by Erie Insurance Group assures our customers that we’ll be there when they need us most. According to A.M. Best Company, Erie Insurance Group, based in Erie, Pennsylvania, is the 12th largest homeowners insurer and 13th largest automobile insurer in the United States based on direct premiums written and the 17th largest property/casualty insurer in the United States based on total lines net premium written. The Group, rated A+ (Superior) by A.M. Best Company, has nearly 7 million policies in force and operates in 12 states and the District of Columbia. Erie Insurance is a FORTUNE 500 company.

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

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.

A multi-year winner of Best Places to Work Insurance (2009-2024), Hylant is a full-service insurance brokerage with offices in Florida, Georgia, Illinois, Indiana, Michigan, North Carolina, Ohio and Tennessee with more than 1,000 professionals on staff. Hylant offers complete risk management services, employee benefits consultation, wellness strategies, loss control, healthcare management and a wide array of insurance solutions for both businesses and individuals.

Keystone Benefit Group, LLC is an independent, full service agency where we work with you as a trusted partner to insure the things you care about most: your employees, your clients, your family, and your profits. You won’t be a number to us; our principals are actively involved with every client.

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.