Panorama is a full-service insurance intermediary providing customized property and casualty insurance, health and benefits, and wealth and retirement solutions for businesses and individuals nationwide. We deliver integrated, tailored, and fully vetted insurance strategies based on your unique needs, including your risk tolerance, overall business plans, and long-term investment goals. In addition, Panorama offers an affiliation option tailored to your needs and objectives that can help you effectively build the practice you envision. Whether you’re looking for access to products, competitive economics, greater control over expenses, an opportunity to broaden your service offering and grow your client base — or a combination of these — we are here to deliver. Our leadership team has an average of 25 years of experience at top insurance firms and is backed by a high-caliber group of successful entrepreneurs and insurance experts. We work with an extensive network of vendors from diverse industries and bring best practices from multiple disciplines including investment banking, real estate, private equity, savings and tax, human resources, and accounting. The result: innovative solutions that protect your assets and support your success–now and in the future.

OCI was founded in 2002 with the goal of helping brokers navigate the dynamic world of insurance and employee benefits. A family-owned general agency based out of Omaha, Nebraska, OCI helps brokers from California to Florida and everywhere in between. Since its inception, OCI has remained steadfast in the pursuit of helping agents be successful and continues to thrive now more than ever. People often ask what OCI stands for and the answer is: Insurance Made Simple. While, that may not have anything to do with the three letters of the name it does have everything to do with what the company stands for. OCI works with agents and brokers to provide information, assistance, and answers, always keeping up to date on the ever changing matrix of products and services that make up the insurance and employee benefit industries. With well over 100 years of combined expertise, OCI has seen the insurance marketplace change and evolve. Insurance can mean a lot of things, so whether it’s health, life, income replacement, long term care or annuities; OCI has the best products to help you meet the needs of your clients. While product is important, it’s the “Insurance Made Simple” philosophy that advisors, agencies, broker dealers & captive companies have come to realize makes OCI a disrupter in the industry. It’s a new way of doing business that the industry has been waiting for. Through a partnership with OCI, brokers find an unparalleled level of assistance. OCI works with brokers at all levels and is able to provide what is needed in a timely manner. Customer service is priority number one and having somewhere to turn to with questions and issues makes OCI the type of general agency that agents and brokers appreciate.

Founded in 1993, Swartzbaugh-Farber & Associates, Inc. is a team of employee and executive benefit professionals who share a common goal of “sitting on the client’s side of the table.” We believe that we consistently achieve that goal by doing the following: Actively listening to them, Identifying their needs, and Finding solutions for them. Swartzbaugh-Farber & Associates, Inc. has the experience and the commitment to help you look beyond your initial plan and forecast what you will need for the future. We move beyond the role of traditional, product-focused brokers to work as a member of your professional advisory team. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC., Swartzbaugh-Farber & Associates, Inc 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 us 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. Founded in 1993, Swartzbaugh-Farber & Associates, Inc. is a team of employee and executive benefit professionals who share a common goal of “sitting on the client’s side of the table.” Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Swartzbaugh-Farber & Associates, Inc. is independently owned and operated. CA Insurance License #0C10869

Actuarial Consulting Services Inc is a reputable insurance broker offering comprehensive actuarial consulting services to clients of large employers. With their extensive experience, they specialize in working with self-funded employers, providing valuable insights and solutions. Based in Omaha, Nebraska, Actuarial Consulting Services Inc operates from a local office and has established a strong reputation in the industry. One notable example of their expertise is their collaboration with Union Pacific Corporation, a prominent employer in the rail transportation sector, employing 2,430 individuals. Actuarial Consulting Services Inc worked closely with Union Pacific Corporation's HR and finance team to devise a tailored self-funding arrangement and HMO plan that perfectly catered to the unique requirements of their workforce. Actuarial Consulting Services Inc's knowledge extends beyond the rail transportation industry, encompassing insurance carriers as well. Their skilled team of professionals possesses the necessary expertise to deliver optimal solutions to clients from various sectors. Although Actuarial Consulting Services Inc's main office is situated in Omaha, they serve clients across Connecticut as well. Their extensive client portfolio includes renowned employers such as Union Pacific Corporation and Woodmen Life, demonstrating their ability to cater to a diverse range of organizations. With their unwavering commitment to providing top-notch actuarial consulting services, Actuarial Consulting Services Inc is an ideal partner for large employers seeking expert guidance and tailored insurance solutions. Their proven track record and expertise make them a reliable choice for navigating the complex landscape of insurance and risk management.

Group Marketing Services, situated in Omaha, NE, boasts a robust and expansive office, underscoring its commitment to delivering comprehensive insurance solutions. With a proven track record, this office is adept at navigating the intricacies of self-funded plans, providing invaluable support to local and regional employers. Their diverse clientele includes industry leaders such as Cooperative Producers, a major player in support activities for crop production, with an impressive 790+ participants, Farmers Cooperative with 520+ participants, and Graham Enterprises, a notable name in the office administrative services sector, boasting 100+ participants. Demonstrating expertise across sectors, Group Marketing Services shines in support activities for crop production, office administrative services, and hospitals industries. As a key player in a regional insurance broker firm, this office is well-positioned to cater to the unique needs of midsize, large, and small employers alike. Their wealth of experience in each sector showcases their adaptability and proficiency, making them a reliable partner for businesses seeking tailored insurance solutions. With a commitment to excellence, Group Marketing Services in Omaha, NE, emerges as a go-to destination for employers looking for comprehensive and personalized insurance services.