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.

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.

Alday Insurance Agency is an insurance company based out of P.O. BOX 1124, Blountstown, Florida, United States.

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.

We offer a unique combination of personalized, confidential enrollment assistance, year-round benefits guidance, and benefits administration technology. Optavise unifies three of CNO’s existing Worksite brands (DirectPath, Web Benefits Design, and PMA USA) into a single go-to market brand. Optavise serves nearly 20,000 businesses and employers that include small- and medium-sized businesses and Fortune 100 companies. CNO Financial Group, Inc. (NYSE: CNO) acquired DirectPath in early 2021.

ISU Insurance Services of Colorado is Colorado oldest full service insurance agency, established in 1882.

We are in the people business. We help our friends, neighbors, and their businesses determine what’s truly important to them and find ways to protect it. From insurance and employee benefits to financial services, members of the Shepherd team take great pride in offering solutions that reduce life’s uncertainties and provide invaluable peace of mind. It’s a big responsibility. We understand how important it is. And we truly love what we are able to do for our clients. We are also proud of the culture we have created at Shepherd. We work as a team in an environment where clients are more important than commissions, and relationships take precedence over titles. Our people are consistently recognized as the best in the business, and our clients’ success has translated to substantial success and growth for our company. It’s a great place to do business and it’s a great place to work.

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.

Zinser Benefit Service, Inc., located in Louisville, KY, is a prominent insurance broker office known for its extensive expertise in employer benefits. This larger office boasts a seasoned team with a strong focus on medical and ancillary benefits, making them a valuable resource for local and regional employers. With a track record of serving a diverse clientele, Zinser Benefit Service, Inc. has successfully partnered with businesses in various industries. Notable examples of their top customers include Commerce Lexington Finance Insurance & Real Estate, an agency with over 340 participants, Commerce Lexington Professional Services, serving more than 1,760 participants, and Gli Finance Insurance and Real Estate Sub-Association Ltd, with 530+ participants. This wide-ranging experience demonstrates their ability to tailor solutions to meet the unique needs of each client. As part of a local brokerage firm, this office benefits from a strong network and access to a wealth of resources. Their commitment to excellence shines through in their track record of serving large employers, offering tailored insurance solutions, and providing outstanding support to navigate the complex world of benefits. Employer benefits buyers evaluating Zinser Benefit Service, Inc. in Louisville, KY, can expect a dedicated team with a proven track record of delivering comprehensive benefits solutions tailored to their specific needs.

At Fifth Third Bank, everything we do is rooted in our purpose: to improve the lives of our customers and the well-being of our communities. Since our founding in 1858, we’ve been committed to creating a better financial experience by empowering our customers and clients to achieve what matters most. Our unified strength is grounded in the individual passion and diversity of more than 20,000 employees who work collaboratively to deliver a better tomorrow to everyone we serve. We offer a strong culture, opportunities for growth 401k match, wellness options, comprehensive insurance plans and additional resources you need to build a lasting and rewarding career path here. Headquartered in Cincinnati, Ohio, we are among the largest money managers in the Midwest. We operate four main businesses—Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management—and a network of financial centers in Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Georgia, North Carolina and South Carolina. Consumers also have access to approximately 54,000 Fifth Third fee-free ATMs across the United States. Fifth Third Bancorp is a diversified financial services company and is the indirect parent company of Fifth Third Bank, National Association, a federally chartered institution. Explore Fifth Third career opportunities at: https://www.53.com/content/fifth-third/en/careers.html Fifth Third Bank, N.A., Member FDIC. Fifth Third Bank is proud to be an affirmative action/equal opportunity employer. M/F/D/V