TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation. Our mission is to assist companies and people with protecting and maximizing assets, resources and opportunities. TrueNorth is committed to helping our clients feel secure and supported in their aspirations for the future. Our purpose is to create value. Today, our dedicated staff consists of nearly 400 people and is organized so each person becomes a specialist in their respective division. Our services include risk management/property casualty, employee benefits, qualified retirement plans, executive benefits and business continuation, consulting, personal financial planning, investment management, and wealth transfer. TrueNorth is proud to hold the following accolades which represent our commitment to our clients, colleagues and the industry. 2022 Top Workplaces USA | Coolest Places to Work | Most Effective Internship Program | Top 100 Independent Agencies P/C | Top 100 Largest Brokers | Best of the Corridor TrueNorth has office locations in Iowa, Colorado, and Illinois. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

KHI Solutions is a privately owned company headquartered in West Des Moines, IA with offices in Webster City and Fort Dodge. KHI's nationwide network of independent agents is dedicated to providing you with high quality products at the best possible value - because that will be valuable for your business.

T2B Solutions, based in Des Moines, IA, stands as a prominent insurance broker with a substantial footprint, operating from a larger office to better cater to the diverse needs of local and regional employers. Known for their adept handling of self-funded clients, T2B Solutions has positioned itself as a go-to resource for businesses seeking comprehensive benefits solutions. The broker's extensive experience is evident in their diverse portfolio, with notable clients such as Altus Group US in the computer systems design and related services industry, American Howa Kentucky in motor vehicle parts manufacturing, and Balanced Body in the retail trade sector. These partnerships underscore T2B Solutions' versatility, showcasing their proficiency across computer systems design, hospitals, and industrial machinery manufacturing industries. As a vital component of the local brokerage landscape, T2B Solutions offers a wealth of expertise. Their significant experience spans midsize, large, and small employers, ensuring that businesses of varying sizes can benefit from tailored and effective benefits strategies. Employers in Des Moines and beyond can trust T2B Solutions to deliver reliable and strategic benefits solutions, making them a valuable partner in navigating the complexities of employee benefits.

Lockton's Des Moines, IA office stands out as a formidable player in the insurance brokerage landscape. Boasting a significant presence, this larger office excels in catering to the diverse needs of employers, both local and regional. With a strategic focus on self-funded clients, Lockton's team in Des Moines has honed its expertise in serving midsize and large employers. Their impressive clientele showcases their proficiency across various industries, including machinery, equipment, and supplies merchant wholesalers, where they count Marco Group International among their satisfied clients. In the depository credit intermediation sector, Lockton has made an impact by providing comprehensive services to Bbx Capital, a Florida-based entity with over 120 participants. Deluxe Media, a heavyweight in the motion picture and video industries in California, benefits from Lockton's prowess with a participant count exceeding 1120. Noteworthy is Lockton's profound understanding of specific industries such as depository credit intermediation, gambling, and machinery, equipment, and supplies merchant wholesalers. As part of a large national insurance brokerage firm, Lockton in Des Moines brings a wealth of resources and experience to the table, ensuring a robust support system for employers seeking comprehensive insurance solutions. Whether working with midsize enterprises or large corporations, Lockton's track record underscores their commitment to delivering tailored, effective insurance solutions.

TRICOR Insurance is a leading independent insurance agency, ranked among the top 100 independent agencies in the United States. With more than 250 employees and growing, we’ve earned the trust of over 50,000 clients across Wisconsin, Iowa, Illinois and beyond. As a locally-owned, family-run business since 1945, our humble roots are the foundation of our strength. Today, even as we grow, our customers are still our friends and neighbors. We remain guided by our deep commitment to the people we serve and the communities we live in. We offer coverage for your personal insurance needs, including auto, home, umbrella, recreational vehicles, and rental property. Talk to us too about your personal health, long-term care, and life insurance policies. Business insurance and employee benefits are available for small and large businesses, schools, and municipalities. At TRICOR Insurance, we face challenges head-on, and our agents have the industry-specific experience it takes to develop tailored insurance solutions that are set up for today’s needs and tomorrow’s growth. Regardless of how well we plan, storms come, accidents happen, and lives change. When a loss occurs, the extent to which it affects the daily operations of a business, a city, a school district or a household in many ways rests with the strength of the insurance in place. We can’t predict or prevent disasters, but at TRICOR, we will do whatever is within our power to proactively protect you beforehand to help make our clients whole in the aftermath. We pledge to do what is needed to help fix what can be fixed, replace what is destroyed, and allow injured employees to recover. We are absolutely focused on our client’s needs and recognize our critical role in protecting today while planning for the future.

HUB International's office located in Davenport, Iowa is a reputable insurance broker serving clients throughout Illinois. With a strong presence in the Davenport market, they are recognized as one of the top brokerages in terms of experience and expertise. Their extensive portfolio includes a diverse range of clients, ranging from large to midsize and small employers. One notable example of their exceptional work is their collaboration with Titan International Inc, a prominent employer in the transportation equipment manufacturing industry since 1990. HUB International partnered closely with Titan's HR and finance team to establish a tailored self-funding arrangement. Additionally, they designed a comprehensive range of healthcare plans, including a customized HMO plan, PPO plan, PBM, and drug plan, to meet the unique needs of Titan's members. Apart from Titan International Inc, HUB International serves other esteemed employer clients such as Ifh Group, Material Control Systems, and Sears Seating. Their profound expertise spans various industries, including transportation equipment manufacturing, miscellaneous manufacturing, and fabricated metal product manufacturing. HUB International prides itself on its extensive experience working with self-funded employers and their expertise in collaborating with clients and PPOs to ensure member satisfaction. Additionally, they possess a deep understanding of PBMs (Pharmacy Benefit Managers) and other specialized pharmacy providers, enabling them to provide comprehensive coverage for their clients. With a solid reputation, a wide range of experience, and a good M Score, HUB International's Davenport office offers top-tier insurance brokerage services to a diverse clientele, delivering tailored solutions that meet the unique needs of each employer.

At Midwest Heritage, a Hy-Vee company, is a full service financial center offering banking, investments and insurance. We believe that your time is important. That’s why we offer extended business hours, seven days a week at our six in-store Hy-Vee locations. We also offer two branch locations in West Des Moines and Chariton, Iowa. For those times when you can’t get into a branch location, we offer convenient online and mobile banking. With Midwest Heritage Bank you will experience the personal, friendly service of a community bank with all of the services and conveniences of a larger bank. Our business is located in central Iowa, and our decisions stay local. We take pride in the fact that our service is faster, friendlier and more personal because your banking is handled right here. Our motto is “Helping you balance it all.” We are able to accomplish this through our wide array of products and services. In addition to being able to handle all of our traditional banking needs, we also offer financial planning and insurance services. As a Hy-Vee company, we promise to serve you with a helpful smile and give you the attention you deserve. Member FDIC Equal Housing Lender Midwest Heritage is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran

USI Insurance Services is a nationally recognized insurance broker with an office situated in Des Moines, Iowa. With extensive experience in catering to a diverse range of clients, including large, midsize, and small employers, they have established themselves as a trusted partner in the insurance industry. USI Insurance Services excels in working with self-funded employers, offering valuable insights and expertise in designing tailored insurance plans. They have a proven track record of collaborating effectively with Health Maintenance Organizations (HMOs) and Preferred Provider Organizations (PPOs) to meet the unique needs of their clients and their members. One notable success story for the Des Moines office of USI Insurance Services is their partnership with Beisser Lumber Company, an esteemed employer in the building material and supplies dealers industry. By working closely with Beisser Lumber's HR and finance team, they implemented a comprehensive array of insurance solutions, including a self-funding arrangement, an HMO plan, a PPO plan, and a Pharmacy Benefit Manager (PBM) program. This holistic approach ensures that Beisser Lumber's members receive the best coverage options tailored to their specific requirements. Thanks to their extensive experience and deep expertise, USI Insurance Services has earned one of the highest M Scores in the industry. Their knowledge spans across various sectors, including individual and family services, spring and wire product manufacturing, and professional, scientific, and technical services. Catering to clients throughout Iowa, the Des Moines office of USI Insurance Services serves prominent employers like Annett Holdings, ChildServe, Musco Corporation, and Von Maur. With their commitment to delivering tailored insurance solutions and a client-focused approach, USI Insurance Services is a trusted partner for businesses across the region.

Located in Clinton, IA, the Gallagher office stands as an impressive hub within the national insurance brokerage landscape. Boasting a sizable team, this office is well-versed in catering to the diverse needs of employers, with a particular focus on midsize, large, and small businesses. Their extensive experience in handling self-funded clients positions them as invaluable resources for employers seeking insights into stop loss, limits, and nuanced aspects of HR consulting. One hallmark of their expertise is evident in their work with top-tier clients such as New Hope Village, a prominent player in the nursing and residential care facilities industry, Palmer College of Chiropractic in educational services, and Abnb Federal Credit Union in depository credit intermediation. With participant numbers exceeding 160, 440, and 330 respectively, these collaborations underscore the broker's adaptability across various sectors. Navigating the intricate terrain of healthcare and insurance, this Gallagher office excels in understanding pharmacy costs, making them a go-to partner for employers aiming to optimize benefits. Their knowledge extends to hospitals, management, scientific, and technical consulting services, as well as offices of physicians. As part of a large national insurance brokerage firm, this office in Clinton, IA, stands out for its comprehensive approach and demonstrated success in tailoring insurance solutions to meet the unique needs of employers.

Brokerage Solutions Inc is a highly regarded local insurance broker based in Cedar Rapids, Iowa. Known for their exceptional customer service and expertise, they have earned high ratings from satisfied clients. Their office in Cedar Rapids serves a wide range of clients, including notable employers like Trioak Foods Inc in the farm product raw material merchant wholesalers industry. With a focus on large and midsize employers, Brokerage Solutions Inc has extensive experience working with self-funded employers and collaborating with clients and Preferred Provider Organizations (PPOs) to meet the unique needs of their members. They also have a strong track record in working with Pharmacy Benefit Managers (PBMs) and other specific pharmacy providers, ensuring comprehensive coverage for their clients. As one of the top brokerages in the Cedar Rapids market, Brokerage Solutions Inc boasts a wide range of experience and expertise across different client sizes and industries. Their strong understanding of the printing and related support activities, automobile dealers, and farm product raw material merchant wholesalers industries allows them to offer tailored insurance solutions that address specific risks and challenges. Operating primarily in Illinois, Brokerage Solutions Inc serves clients in this region, including Community Motor CO., INC., Trioak Foods Inc, Midland Information Resources Company, and POS Professional Office Services, Inc. They leverage their knowledge of the local market and regulatory landscape to provide accurate and effective insurance coverage. Whether it's designing self-funding arrangements, developing PPO plans, or implementing comprehensive drug plans, Brokerage Solutions Inc's commitment to delivering outstanding service and their broad expertise make them a trusted partner for clients in need of insurance solutions in the Illinois area.

Noel Insurance, an established local insurance broker with an office located in Ottumwa, Iowa, is a leading provider of comprehensive insurance solutions for midsize employers. With their extensive experience in the Ottumwa market, they have emerged as one of the top brokerages in the area. This particular office of Noel Insurance serves clients across New Mexico, including notable employers such as River Hills Community Health Center Inc. River Hills, an outpatient care center industry leader with 110 members, sought the expertise of Noel Insurance to address their unique insurance needs. Working closely with River Hills' HR and finance team, Noel Insurance successfully set up a self-funding arrangement, PPO plan, PBM, and drug plan tailored specifically to cater to the health center's employees. Noel Insurance prides itself on delivering customized insurance solutions designed to meet the diverse requirements of their clients. Their strong expertise in the outpatient care centers industry enables them to provide specialized coverage options and valuable insights to businesses operating in this sector. With a focus on client satisfaction, Noel Insurance consistently goes above and beyond to ensure that their clients receive exceptional service and support. By offering tailored insurance solutions, leveraging their market experience, and maintaining strong relationships with insurers, Noel Insurance stands out as a trusted partner for midsize employers seeking reliable coverage options in Ottumwa, Iowa, and beyond.