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.

Ash Group, based in Louisville, KY, stands out as a prominent insurance broker with a focus on employer benefits. This larger office, part of a local brokerage firm, specializes in providing medical and ancillary benefits, demonstrating significant expertise with midsize employers in the region. Their proficiency is notably strong in the water transportation industry, as evidenced by their successful partnership with James Marine, a key player in this sector, with over 320 participants. The Ash Group's Louisville office, located at 9509 US Highway 42 Ste 200, Prospect, KY 40059-9290, is well-positioned to serve local and regional businesses seeking tailored insurance solutions. Their hands-on approach and deep understanding of industry-specific challenges make them a reliable choice for businesses like James Marine, seeking comprehensive and customized insurance coverage. This description provides an insight into the capabilities and specialties of the Ash Group's Louisville location, highlighting their role as a significant player in the insurance brokerage landscape, particularly for employers looking for adept handling of their insurance needs in specific industries like water transportation.

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.

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.

Kenbanc Insurance Inc in Louisville, KY, stands as a prominent insurance broker, boasting a sizable and knowledgeable team that caters to the diverse needs of local and regional employers. This larger office is characterized by its significant experience with midsize employers, offering a depth of expertise in the realms of medical and ancillary benefits. Their proficiency extends across industries, with a focus on depository credit intermediation and management of companies and enterprises. With a track record of successful partnerships, Kenbanc Insurance Inc has cultivated relationships with notable clients such as Citizens Bank of Kentucky, Citizens Union Bancorp of Shelbyville, and Magnolia Bank. Each of these esteemed clients, hailing from industries such as depository credit intermediation and management of companies and enterprises, attests to the broker's versatile capabilities. Aligned with a local brokerage firm, Kenbanc Insurance Inc leverages its regional insights to tailor insurance solutions effectively. Their commitment to understanding the unique needs of clients is evident in their tailored approaches for each industry. As an insurance partner, this Louisville-based office distinguishes itself through a combination of local knowledge, industry-specific expertise, and a proven track record of delivering comprehensive benefits solutions to businesses of varying sizes.

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. 

Alium's Louisville, KY office stands out as a significant player in the insurance brokerage sector, particularly in servicing employer benefits for both small and midsize businesses. As a prominent local brokerage firm, this larger office has developed a robust expertise in catering to diverse industry sectors, emphasizing personalized solutions for each client. One of their key strengths lies in their adept handling of self-funded clients, showcasing their ability to tailor strategies that suit varied financial and operational needs. This skill is particularly relevant for local and regional employers seeking comprehensive yet flexible benefit solutions. Their client portfolio is impressive and diverse, featuring notable names such as Algood Food Company from the fruit and vegetable preserving and specialty food manufacturing industry. With over 230 participants, Algood Food Company's collaboration with Alium highlights their capability to manage extensive employee benefits programs efficiently. Similarly, their work with Arrow Electric Co, a stalwart in the building equipment contractors industry with over 120 participants, and Green Mechanical Construction with 100 participants in the same industry, reflects their deep understanding and expertise in these sectors. Furthermore, Alium's proficiency isn't limited to just a few industries. They have demonstrated exceptional skill across various fields including building equipment contractors, fruit and vegetable preserving, specialty food manufacturing, and offices of physicians. This versatility makes them a go-to broker for a wide range of businesses seeking robust, industry-specific insurance solutions. Their established track record with both small and midsize employers underlines their ability to adapt and scale services according to the unique needs of each business, further solidifying their position as a leading insurance broker in the Louisville area. This combination of local knowledge, industry-specific expertise, and a broad range of client experience makes Alium's Louisville office a compelling choice for employers looking to optimize their benefits programs.

We build relationships and deliver solutions. Our mission of cultivating trusted relationships and the culture we enjoy is the foundation of our business and reputation growth. As a second-generation, independent insurance brokerage, we offer a full range of solutions to individuals, businesses and professionals. Since 1956, our business has thrived on making the insurance "experience"​ better, using a unique process to put clients in control. It helps them save money, understand their options and protect what is most important. It's how insurance should be handled! A partner in UBA, an alliance of the nation’s premier independent benefit advisory firms, Schwartz Insurance Group helps employers attract/retain talent effectively. One of few national Medical Protective Platinum Producers, we are a recognized leader in med/mal protection for independent practices and healthcare entities. And with significant personal insurance volume, you enjoy independent advice, excellent support and competitive pricing - keep insurance simple and save! Learn more by visiting www.schwartzinsgrp.com or calling us at (502) 451-1111.

Sterling Thompson Company is an 85 year-old insurance agency based in Louisville, KY. We proudly serve the needs of our clients in the areas of personal, business, employee benefits, and farm/equine insurance.

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.