The Preferred Client Group is a team of financial planning professionals that act as Your Personal Financial Concierge, helping you make efficient business and personal economic decisions. We will become the single source to facilitate your comprehensive financial affairs. We provide a comprehensive educational process that includes the strategies, solutions, and resources necessary to make wise financial decisions. Through our holistic planning process, we will efficiently and cost effectively help build and protect your wealth.

Green And Halliburton's Louisville, KY office stands as a prominent player in the insurance brokerage landscape. Boasting a sizable team and extensive experience, they specialize in catering to a diverse clientele, with a particular focus on self-funded clients. This larger office is adept at supporting both local and regional employers, showcasing a nuanced understanding of the unique challenges faced by businesses in the area. With a proven track record, Green And Halliburton has successfully served an array of clients, including notable names like Abound Federal Credit Union, Magnolia Bank, and Gli Professional Services Sub-Association Ltd. These partnerships underscore the broker's versatility across industries, notably excelling in depository credit intermediation and ship and boat building. Being a vital component of a local brokerage firm, this office brings forth localized insights and a community-oriented approach. Demonstrating proficiency across the spectrum, from midsize to small employers, Green And Halliburton showcases a commitment to tailoring insurance solutions that align with the unique needs of each client. This experience is a testament to their adaptability and ability to navigate the intricacies of diverse business landscapes, making them a compelling choice for employers seeking comprehensive and customized insurance solutions in the Louisville, KY region.

Nelson Insurance Agency Inc., located in the bustling city of Louisville, KY, operates a substantial office equipped with a seasoned team of professionals. Known for their expertise in employer benefits, this larger office specializes in serving local and regional employers, particularly excelling in the realm of medical and ancillary benefits. Boasting a diverse clientele, Nelson Insurance Agency Inc. has established itself as a trusted partner for businesses of varying sizes. Noteworthy among their top clients are Commerce Lexington Professional Services, a key player in the agencies, brokerages, and insurance-related activities industry in KY with a substantial participant base of 1760+, as well as Gli Finance Insurance and Real Estate Sub-Association Ltd and Gli Mining Construction & Manufacturing Sub-Association Ltd, each with participant counts exceeding 500 and 2000 respectively. The agency's proficiency extends to the building equipment contractors industries, reflecting their comprehensive understanding of specific business needs. As an integral part of a local brokerage firm, Nelson Insurance Agency Inc. brings a blend of local insight and broader industry knowledge to the table. With a demonstrated track record of serving large employers, this office stands out for its commitment to providing tailored insurance solutions, making them a strategic choice for employers seeking reliable and experienced partners in navigating the complexities of employee benefits.

We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.

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.

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.

JA Benefits, LLC sets an evolutionary standard unlike any other. We believe in the concept of working smart, strategically, passionately, and compassionately to attain results for our clients. Our innovative solutions directly and effectively target your problems of today, risks of tomorrow, and complexities of your future. Each of our members on the JA team contributes to ensuring that their impact is powerful, meaningful, measurable and reliable. JA believes that each client’s journey has multiple destinations unique to them, and that success is determined by not only what we deliver, but by how we get there.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

For over 50 years Clarkson Insurance Group has helped businesses and families from all 50 States plan for the future. Our entire business has been built on attitude, effort, and persistence. With Clarkson, you can be sure you are getting the best service every single time. We've become one of the region's leading independent insurance brokers for businesses, families, and individuals for one simple reason: we are committed to finding the best coverage for our clients at the best prices.

Looking to provide an exceptional event? A bolder brand? Superior member services? FSA offers it all. For more than 40 years, our team of experts has provided well-rounded services to strengthen and support organizations like yours. FSA is an association management company that provides a custom approach to each client we support — an approach that pairs your vision for success with our proven expertise.  Whether you’re seeking full management or a boost in one key area, we offer a strong operational and strategic foundation that builds “your success with our support.” So feel free to sit back and relax. We’re here to help.