USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

Allebach Financial Solutions, positioned in Deltona, Florida, is a distinguished local brokerage firm specializing in employer benefits. They have established themselves as a key player in providing comprehensive insurance solutions to local and regional employers, particularly excelling in medical and ancillary benefits. Their expertise is notably strong in serving industries such as foundation, structure, and building exterior contractors. One of their top clients is Full-Tilt Constructors, a prominent player in the foundation, structure, and building exterior contractors industry based in Florida. This collaboration involves managing benefits for over 220 participants, showcasing Allebach Financial Solutions' capability to handle substantial and complex employee benefit programs. Additionally, they have successfully partnered with Lithko Contracting, a specialty trade contractor based in Ohio. Here, they administer benefits for more than 80 participants, further exemplifying their proficiency in catering to diverse industry needs. Allebach Financial Solutions stands out for its in-depth understanding of the unique challenges and opportunities within the foundation, structure, and building exterior contractors industries. This specialization allows them to tailor benefits solutions that are not only effective but also relevant to the specific needs of businesses in these sectors. As a local brokerage firm, they offer the advantage of personalized service coupled with a deep knowledge of the regional market dynamics. This local focus, combined with their broad industry expertise, positions Allebach Financial Solutions as a reliable and adept partner for employers seeking to enhance their employee benefits offerings.

• Developed and implemented sales strategies to promote property, casualty, and life insurance products for Combined Insurance Services, Inc. • Conducted door-to-door sales and policy renewals, showcasing strong financial underwriting skills. • Achieved a high customer retention rate and increased sales revenue through effective communication and product knowledge.

Newport helps companies offer their employees a more secure financial future through retirement plans, insurance, and consulting services. We are a growing and dynamic enterprise, providing solutions to some of the most respected companies in the United States, from small businesses to the Fortune 1000. Our clients and their financial advisors rely on us for our independent and objective approach, our expertise, and our dedication to the highest level of flexible, responsive service. ----- Copyright © 2015-2024 Newport Group, Inc. All rights reserved. Unauthorized access is prohibited. This site is designed for U.S. residents only. Please consult with your tax, accounting or legal advisors before making decisions. Newport Group, Inc. (“NGI”), an Ascensus Company, and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser and subsidiary of Newport Group, Inc, an Ascensus Company. Securities are offered through Ascensus Broker Dealer Services, LLC, member FINRA/SIPC. Securities in California are offered under the d/b/a Ascensus Corporate Insurance Solutions. Other insurance products may be offered by Newport Group, Inc., an Ascensus Company. Newport Trust Company is a New Hampshire state-chartered trust company and wholly owned subsidiary of Newport Group, Inc., an Ascensus Company. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

When it comes to protecting what matters most in business and everyday life, at McGriff we believe our clients should never settle for less than the best. For more than a century, we’ve relied on expertise, resources, and relationships to deliver insurance and risk management solutions focused on our clients’ priorities and what they value most. McGriff is a Marsh & McLennan Agency LLC Company. Our solutions include commercial property and casualty, corporate bonding and surety, cyber, executive risk, management and professional liability, captives and alternative risk transfer programs, employee benefits, small business and personal lines insurance. Our experienced risk management specialists develop highly tailored solutions while listening, learning, and executing with precision under the guidance of our four core principles: Integrity: We do what we say, every single time. Determination: We relentlessly pursue success on your behalf. Passion: We are specialists in our field driven to serve you. Collaboration: We build strong relationships with teammates, partners, and you to create the best solutions. The world is ever changing as is the risk environment facing businesses and individuals alike. McGriff is committed to providing our clients with the guidance necessary to help them successfully navigate their risk path. Join the thousands of businesses, organizations and individuals across the country who choose McGriff, a firm dedicated to building long-term relationships and helping protect your most valuable assets. With McGriff, you’ll never have to settle for less.

TET is a privately owned local business that helps business clients formulate and implement their employee benefit programs. Our passion is to assist in providing access to affordable and quality healthcare to as many people as possible. This passion and our role as an employee benefit consultant to some of the largest and smallest businesses in our community, have placed us at the forefront of change in the US healthcare system. With more than 2,200 associates in 220 locations in the U.S., Canada and Europe, TET is a founding partner of United Benefit Advisors (UBA), a privately held partnership which places us among the top six benefit advisors in the United States. UBA allows us to leverage our privately held status to remain nimble and flexible while accessing the resources of the largest consulting firms in the nation. This combined wisdom gives us insights and collaborations not found among our competitors. These are some of the services we offer: - Benefit Advisory Services - Benefit Administration - Communication Services - Compliance Services - Voluntary Benefits - HR Consulting Services

Health Compass Consulting is a disruptor in the stagnant broker industry that is a true integrated, total health consulting firm. Health Compass is one of the few fee-based, carrier/vendor-agnostic employee benefits consulting firm that helps employers optimize their benefits investments without financial conflicts of interest. Health Compass aims to provide a strategic advantage to its clients by working directly for them, rather than for insurance companies or other benefit vendors. This approach allows employers to maximize their benefits investments and achieve their business objectives. In addition, Health Compass focuses on a multiyear strategic framework based on targeted results tailored for each client that is a departure from typical brokers whose revenue model is primarily tied to the insurance products they push. Health Compass’s services focus on employee benefits and human capital management, helping employers navigate the complex process of selecting and managing employee benefits programs. With a carrier-agnostic approach, Health Compass Consulting can provide unbiased advice and guidance to its clients, ensuring that they receive the best possible benefits for their employees. Overall, Health Compass Consulting is a valuable resource for employers seeking to optimize their employee benefits programs and improve their competitive advantage in the marketplace.

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.

Since its founding in 1912, LassiterWare has been dedicated in providing the highest level of service to businesses and families throughout the country. In addition to our corporate headquarters in Leesburg, we have expanded our presence to six office locations (Hernando, Jacksonville, Leesburg, Maitland, Ocala, Tampa) throughout the state of Florida, making LassiterWare one of the largest privately-held, independent insurance agencies in the U.S. Our growth is in direct correlation to our founders'​ slogan - Serving You First. This simple phrase that was first put to print by Paul Lassiter and G.G. Ware has been the focus of our business model for over a century. That focus has allowed us to remain free of the demands imposed on other organizations by Wall Street and enables us to re-invest in resources that empower our team of professionals to better serve you - our customer. We sincerely appreciate your interest in LassiterWare and our team is excited about the opportunity to serve you! To speak with one of our many experts please contact us at (800) 845-8437.