With a legacy spanning over 50 years, Total Insurance Services has provided exceptional risk management and insurance solutions to businesses and individuals. Our approach is unique, tailored, and centered around meeting the specific needs of our valued clients. As independent agents, we take pride in our ability to navigate the insurance marketplace with precision, ensuring that our clients receive the best coverage available at the most competitive prices. One of the cornerstones of our success lies in our strong partnership with PCF Insurance Services. As a top 20 U.S. broker headquartered in Lehi, Utah, PCF Insurance Services is a leading full-service risk management and insurance brokerage firm. As a PCF Agency Partner, Total Insurance can offer our clients enhanced coverage options, more competitive pricing, and access to innovative solutions for safeguarding against unique risks. Our mission remains steadfast in providing tailored insurance solutions and delivering peace of mind to those we serve. Join us on this journey as we continue to grow and innovate, empowering businesses and individuals with the protection they deserve. Let's connect and explore how Total Insurance Services can meet your unique insurance needs effectively. Our approach is to provide our clients with a 365 day stewardship process that begins three months prior to the inception of the program and continues during the course of the partnership. The overall goal is to establish a service delivery plan that is outcome based and meets specific financial and operational goals. At Total Insurance Services we do not limit ourselves to relationships with just a few carriers, but maintain access to numerous markets. This is important for both the client and consultant in that you can be assured that we are bringing a complete representation of the most competitive options available

Ralph Weiner & Associates in Chicago, IL, is a prominent insurance broker operating from a spacious and well-established office, catering to the diverse needs of employers in the region. With a focus on midsize businesses, this larger office boasts extensive experience in the realm of employer benefits. Their expertise is evident in their successful partnerships with self-funded clients, showcasing a nuanced understanding of the intricacies involved. Specializing in servicing local and regional employers, Ralph Weiner & Associates has developed a solid reputation, exemplified by their collaboration with industry leaders such as Axis Management Company, Barton Healthcare, and Bria Health Services. Notably, they support Axis Management Company in the home health care services sector with 160+ participants, Barton Healthcare in nursing and residential care facilities with 170+ participants, and Bria Health Services in the nursing and residential care facilities industry with an impressive 520+ participants. This office stands out for its proficiency across various industries, including vocational rehabilitation services, home health care services, and nursing and residential care facilities. As part of a local brokerage firm, they bring a localized touch to their services, fostering strong connections within the community. With a demonstrated track record of success and a commitment to serving midsize employers, Ralph Weiner & Associates in Chicago is positioned as a reliable partner for employers seeking comprehensive and tailored insurance solutions.

Situated in the dynamic business hub of Chicago, IL, The Viti Companies stands as a notable insurance broker, with its office location reflecting its prominence as a larger establishment. Specializing in catering to the needs of both local and regional employers, The Viti Companies brings a wealth of expertise to the forefront, particularly in the design and management of medical and ancillary benefits. The Viti Companies' client roster boasts industry leaders such as Clm Midwest in the services to buildings and dwellings sector, featuring 90+ participants, and significant players like Devon Bank and First Bank of Highland Park in the depository credit intermediation industry, with participant counts of 180+ and 430+, respectively. These collaborations underscore the broker's adeptness in navigating diverse industries. With a comprehensive understanding of depository credit intermediation, services to buildings and dwellings, and traveler accommodation industries, The Viti Companies offers a versatile approach to crafting tailored benefits solutions. As a vital part of a local brokerage firm, this office location exemplifies a commitment to serving midsize employers with proven experience and personalized service, making it a reliable choice for employers seeking a strategic partner in optimizing their benefits offerings.

CMR Benefits Group, a reputable insurance broker operating out of Chicago, IL, stands out as a dynamic and experienced player in the field of employer benefits. With its larger office size, this branch demonstrates a strong presence and capability to handle a diverse range of client needs. Particularly notable is their proficiency in working with self-funded clients, showcasing a deep understanding of complex funding arrangements and cost management strategies. Their client portfolio is impressive and diverse, including prominent businesses across various industries. Notably, they have successfully catered to Accuquote, a significant name in the agencies, brokerages, and insurance-related activities industry, providing benefits solutions for over 120 participants. Their expertise extends to the manufacturing sector, with Concentric Rockford in the miscellaneous manufacturing industry, supporting more than 110 participants, and Durex Industries in the electrical equipment manufacturing industry, managing benefits for over 350 participants. This breadth of experience underlines their ability to tailor solutions to specific industry needs. CMR Benefits Group's expertise is particularly strong in areas such as general freight trucking, electrical equipment manufacturing, and the niche sector of machine shops, including turned product, and screw, nut, and bolt manufacturing industries. This specialization positions them as a go-to broker for businesses seeking industry-specific knowledge and tailored benefits strategies. As part of a local brokerage firm, CMR Benefits Group combines the personalized service of a local provider with the resources and expertise of a larger organization. Their significant experience with midsize employers highlights their ability to scale and customize their services to meet the unique requirements of this segment. This makes them an ideal partner for regional employers who value a broker that understands the local business landscape and can provide comprehensive, industry-aligned benefits solutions.

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.

Sure Life Financial Group, anchored in the bustling city of Chicago, IL, is a distinguished insurance broker renowned for its expertise in delivering comprehensive benefits solutions to both local and regional employers. Specializing in medical and ancillary benefits, this office location underscores a commitment to tailoring coverage solutions that meet the unique needs of businesses in the vibrant Chicago landscape. The broker's demonstrated experience with midsize employers is exemplified through successful collaborations with key clients like Dubak Electrical Group in the building equipment contractors industry. With over 160 participants, Sure Life Financial Group ensures that Dubak Electrical Group receives specialized benefits solutions designed to enhance the well-being of their workforce. As part of a local brokerage firm, Sure Life Financial Group in Chicago adopts a community-centric approach to employer benefits. This strategic local affiliation positions them to understand and address the distinct challenges faced by businesses in the region. Employers can trust Sure Life Financial Group to navigate the complexities of insurance, providing personalized benefits packages that not only meet regulatory requirements but also contribute to the overall satisfaction and health of their employees.

Coaching Financial Concepts is a highly rated insurance broker known for its exceptional customer service and expertise. With their office located in Des Plaines, Illinois, they have built a strong reputation for catering to the unique needs of clients in the health practitioners industry. One notable example of their successful collaboration is with Carthage Veterinary Service, LTD, a prominent employer with 540 members. By working closely with Carthage Veterinary Service's HR and finance team, Coaching Financial Concepts established a customized self-funding arrangement tailored specifically to meet the requirements of their members. With a focus on serving clients in the health practitioners industry, Coaching Financial Concepts excels in providing comprehensive insurance solutions. Their extensive experience and knowledge make them an invaluable partner for businesses operating in the sector. This particular office of Coaching Financial Concepts extends its services beyond Des Plaines, reaching clients across Alabama. They have earned the trust and loyalty of numerous employer clients, including Carthage Veterinary Service, LTD, who rely on Coaching Financial Concepts for their insurance needs. Whether it's assisting clients in designing effective self-funding arrangements or providing expert guidance on insurance options, Coaching Financial Concepts delivers unparalleled support and value. With a commitment to customer satisfaction and a deep understanding of the unique challenges faced by health practitioners, they continue to be the go-to insurance broker for businesses in the industry.

Our mantra is to help minimize your uncertainty about money, cash flow and retirement so that you can focus on experiencing life to its fullest. Whether you’re interested in preparing for retirement, building your investment portfolio, saving for college, finding the right insurance solution, or maximizing your employee benefits, we can help. We believe that each client has their own unique set of circumstances, goals, concerns, personal beliefs, and risk tolerance. We seek to spend time getting to know our clients, learn what they are seeking to accomplish financially as well as personally. We then use our collective knowledge and skills to develop financial strategies that can be understood and implemented to help clients achieve their stated objectives. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Preferred Planning Concepts, LLC and Cambridge are not affiliated. We are licensed in the following states: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Iowa (IA), Illinois (IL), Indiana (IN), Louisiana (LA), Massachusetts (MA), Michigan (MI), Missouri (MO), Montana (MT), Nebraska (NE), New Jersey (NJ), New York (NY), Ohio (OH), Pennsylvania (PA), South Carolina (SC), South Dakota (SD), Tennessee (TN), Texas (TX), Virginia (VA), Wisconsin (WI), Wyoming (WY). Preferred Planning Concepts, LLC and Cambridge do not offer tax or legal advice. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. 2800 S. River Road, Suite 240 │Des Plaines, IL 60018 │Tel: 847.375.0505 Fax: 847.375.1480 PPC: www.ppcplanning.com │FINRA: www.finra.org │SIPC: www.sipc.org

National Benefit Consultants Inc is a highly regarded insurance broker that specializes in serving clients of large employers. Renowned for their exceptional customer service and expertise, they have established a strong reputation in the industry. With a particular focus on self-funded employers, National Benefit Consultants Inc has amassed valuable experience in designing customized plans tailored to meet the unique needs of their clients. Conveniently situated in Wales, Wisconsin, National Benefit Consultants Inc operates from a local office that caters to a diverse range of industries. One notable example of their success lies in their collaboration with Lesaffre Yeast Corporation, a prominent food manufacturing company employing 430 individuals. National Benefit Consultants Inc worked closely with Lesaffre Yeast Corporation's HR and finance team to establish a comprehensive self-funding arrangement, as well as a specialized pharmacy benefit management (PBM) and drug plan for their members. In addition to their proficiency in the food manufacturing sector, National Benefit Consultants Inc boasts extensive expertise in industries such as engine, turbine, and power transmission equipment manufacturing. Their Texas office caters to an array of employer clients, including renowned companies like Briggs & Stratton and Lesaffre Yeast Corporation. As a trusted partner, National Benefit Consultants Inc continues to provide unparalleled insurance brokerage services, helping their clients navigate the complex world of employee benefits with confidence and ease. With their unwavering commitment to customer satisfaction and industry knowledge, they are the go-to choice for large employers seeking comprehensive insurance solutions.

We assist in the design, analysis, purchase, and maintenance of appropriate insurance products from a variety of high quality financial institutions. We provide sophisticated insurance and financial planning for: Affluent individuals & families, physicians, major law firms, business owners, executives. We are affiliated with M Financial, a buying consortium for the corporate and affluent marketplace. Collectively, M Member Firms are among the largest buyers of insurance and financial products in the nation. M Financial's collective buying power and superior experience (mortality, persistency, and policy size) result in exclusive pricing for proprietary products available to Member Firm clients. --------------------------------------------------------------------------- Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Jamieson Financial Services 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 Holding Securities 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. CA Insurance License #0618403