For decades, Summit Legacy, LLC has been listening to clients and developing insurance and estate planning solutions customized to their unique and changing needs. *Securities are offered through Lion Street Financial, LLC(512.776.8400). member FINRA, SIPC. Lion Street Financial, LLC is not affiliated and does not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile dies not necessarily indicate that this Financial Professional can transact business in your state.

Landmark Benefits Specialists is an independent insurance brokerage firm proudly serving the Southeast area of the United States for more than 35 years. Located in Buford, Georgia, we offer clients customized medical, dental, disability, vision and life insurance products, voluntary benefits for all group sizes desiring all-encompassing benefits solutions.

GIS Benefits is a national benefits technology and enrollment-solutions firm that delivers Fortune 500-caliber benefits to employers of all sizes. Founded by industry experts, our customized benefits administration technology platforms significantly streamline benefits administration through a unique TEAM approach that combines integrated Technology, Enrollment, Administration and Marketing advantages with exclusive benefit solutions – all designed to save employers time, effort, and money. We leverage our strong relationships with top carriers to simplify and expedite the enrollment process so brokers are able to offer clients fast turnarounds, the best guarantee issue amounts, and the lowest participation requirements in the industry. For more information, visit our website at: www.gisbenefits.net or contact your local GIS sales representative.

Stealth Partner Group was founded in 2009 when two experienced insurance professionals envisioned a new kind of "Specialized General Agency" that focused exclusively on providing comprehensive stop loss and ancillary insurance solutions. This uniquely targeted and specific approach, combined with decades of collective industry experience and an uncompromising commitment to delivering value for every client, has enabled Stealth to quickly grow into the largest and most well-respected Specialized General Agencies in the United States. Over the years, Stealth has had several notable milestones that have helped shape the company into who we are today. At inception, Stealth was able to secure a top Senior Underwriter in the industry who has proven to be an invaluable addition to the team. In 2011, Stealth hired their first Vice President of Sales and also opened their first satellite sales office in Atlanta, Georgia in July 2012. Between 2013 and 2018, Stealth grew exponentially, adding new office locations and increasing block size to become the premier Stop Loss General Agency in the U.S. Stealth joined the Amwins family in October of 2019 and continues to focus exclusively on the niche stop loss and ancillary insurance solutions that have made the company so successful. While these focused product and service offerings will always remain consistent, Stealth will continue to expand its services and resources into new geographic areas across the country. Find out how Stealth's wealth of experience and tightly focused approach can add value to your organization.

With insurance and risk management, you need more than the best rate and the best policy; you need the best partner. Pritchard & Jerden has you covered. We’re about more than just policies, which makes us unique in our space. And our longstanding history in the industry allows us to deliver the best products and the best experiences. Whether that involves an engaging consultation, a P&J workplace “perk,” or our wealth of industry knowledge. Join us, hire us, or simply get to know us. www.pjins.com

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 160 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan.

Holmes Shaw Agency, a reputable local insurance broker based in Marietta, Georgia, operates with a focus on serving clients of large, midsize, and small employers. Their office in Marietta has successfully partnered with United Bank, a 190-member employer in the depository credit intermediation industry. Holmes Shaw Agency collaborated closely with United Bank's HR and finance team to establish a self-funding arrangement tailored to meet the unique needs of their members. With their extensive experience in working with self-funded employers, Holmes Shaw Agency brings valuable expertise to their clients. They have a proven track record of delivering effective solutions that align with their clients' financial goals and requirements. Holmes Shaw Agency caters to a diverse range of employer clients in Marietta, Georgia. Notable clients include Mauldin & Jenkins, CPAs & Advisors, Pinnacle Bank, BankSouth, and BankSouth Mortgage. Their strong industry knowledge and experience across client sizes and sectors have contributed to their favorable M Score, indicating their commitment to excellence and depth of expertise. Specializing in industries such as depository credit intermediation, services (except public administration), and accounting, tax preparation, bookkeeping, and payroll services, Holmes Shaw Agency possesses strong domain expertise in these sectors. Clients can rely on Holmes Shaw Agency's localized presence and industry knowledge to provide comprehensive insurance solutions. Their commitment to understanding their clients' unique needs enables them to deliver tailored plans and services that meet their specific requirements. As a trusted insurance broker in Marietta, Georgia, Holmes Shaw Agency continues to serve clients in Tennessee and beyond, offering strategic insurance solutions backed by their extensive expertise and personalized service.