EOI Service Company is a national benefits communication and enrollment firm that brings 40 years of experience to the design, communication, and enrollment of core and voluntary benefits and other value-added services. EOI communicated and enrolled the first-ever employer sponsored universal life plan in 1979 at Harris Bank, Chicago’s third largest bank. EOI also implemented the first micro-computer worksite benefit enrollment, the first combined universal life and term plan, and the first universal life with long term care rider plan. We expanded into the areas of benefit statement enrollments and core benefit enrollments in the late 1990s and currently offer state of the art technology in these areas. Today, EOI excels in the following areas: - Expert evaluation of the voluntary benefit market - Electronic core/voluntary benefit enrollments - Custom-designed electronic and print communication campaigns - Creation and distribution of total compensation statements - Coaching employees to appropriate medical plan options - On-boarding of technology platforms - Dependent eligibility audits - Replacement of existing non-performing voluntary benefit programs Our scope of operation is national with roughly half of our business coming from the eastern United States and half from the western United States. We are active in enrollments that include one-on-one on-site employee counseling, call center enrollments, and self-service programs. EOI is appointed, licensed, and represent clients in all 51 jurisdictions with regional offices in California, Colorado, Illinois, New York, and Texas.

Associated Financial Consultants & Investor Services is dedicated to the creation and conservation of lifetime assets. We provide financial solutions to complex situations and challenges that are easy to digest, understand, strategize from and most importantly execute, track and adapt to. Our clientele consists of a wide variety of individuals, who are both well-established or establishing themselves, and companies of all sizes, both local and national. We believe that every individual and company is unique – such as ourselves – with a wide array of goals and challenges throughout multiple stages, whether it’s finding success, during success or with continuing success. Therefore, every solution needs to be tailored and customized with a unique approach. Associated prides itself on being independent for over 40 years, and it’s our goal to continue helping others remain unique and independent for many generations to come. ### Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities (Associated Investor Services, Inc. and Associated Financial Consultants, Inc.) and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Bateman, Gordon & Sands, Inc., located in Miami, FL, is a distinguished insurance broker with a large office that demonstrates exceptional expertise in dealing with local and regional employers, especially in medical and ancillary benefits. Their proficiency notably shines in serving educational services and automobile dealers industries. A testament to their capabilities is their work with prominent clients like Everglades College, KD Construction of Florida, and Tp Investment Group Dba Kenworth of South Florida, managing benefits for substantial numbers of participants in each organization. This broker stands out for its deep-rooted experience with midsize employers, offering tailored guidance and solutions. Their approach is marked by the BGS Business Advantage, where experts in the Commercial Lines Service division collaborate with clients to craft strategies for risk reduction. Additionally, their Employee Benefits division offers counseling on compliance mandates and health insurance programs, adapting to the evolving needs of businesses. Furthermore, Bateman, Gordon & Sands are equipped to handle specialized bond needs to enhance operational efficiency, and their Personal Lines Service division provides customized plans for personal protection. The Marine division is also noteworthy, negotiating comprehensive yacht insurance coverage. The agency's commitment to guiding clients safely through risks is symbolized by their use of the Hillsboro Lighthouse as a representation of strength, guidance, and safe harbor. Established in 1947, they've grown into a trusted name in the insurance sector, distinguished by personalized consultative advice and a strong reputation built on personal attention and robust relationships with top carriers.

A A La Rocco & Associates, situated in Miami, FL, has carved a niche for itself as a local brokerage firm with a strong focus on serving regional employers. They specialize in providing comprehensive insurance solutions, particularly in medical and ancillary benefits. Their expertise is notably evident in the outpatient care centers industry, where they have established a solid reputation for their in-depth knowledge and tailored approach. One of their most prominent clients, Armor Correctional Health Services, exemplifies their ability to cater to large-scale businesses. Armor, an influential entity in the outpatient care centers sector in Florida, has over 360 participants under A A La Rocco & Associates' insurance plans. This partnership highlights the broker's capacity to handle complex insurance needs and deliver effective results for sizable employee groups. A A La Rocco & Associates distinguishes itself through its hands-on approach and deep understanding of the unique insurance requirements of local and regional businesses. Their success with clients like Armor Correctional Health Services is a testament to their proficiency in navigating the intricacies of the healthcare industry and their commitment to offering personalized services. This Miami-based office is a go-to choice for employers seeking a partner with strong regional insight and a proven track record in the outpatient care centers industry. Their client-focused philosophy ensures that each business they work with receives the utmost attention and tailor-made insurance solutions, making them a valuable asset for any employer in the region.

A full-service benefits administrator, member association, and insurance agency, with one goal in mind… to improve the health & wellness of its members and to provide substantial cost savings on every day items.