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

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.

PDCM Insurance, located in the bustling city of Waterloo, IA, boasts a formidable presence as a very large office with extensive expertise in catering to employers of all sizes. Specializing in employer benefits, they have a robust track record of working with a diverse range of clients, from small businesses to midsize and large enterprises. With a keen understanding of the intricacies of self-funded plans, PDCM Insurance emerges as a valuable resource, offering insight into stop loss and limits, as well as adept management of pharmacy costs and comprehensive HR consulting services. This office has successfully navigated the insurance landscape, showcasing notable prowess in industries such as furniture and related product manufacturing, individual and family services, and offices of physicians. Their client portfolio is a testament to their effectiveness, with notable names like Bancroft Implement and Bertch Cabinet, both industry leaders in machinery, equipment, supplies, and furniture manufacturing, relying on PDCM Insurance for their insurance needs. Being a key player in the local brokerage firm scene, PDCM Insurance is deeply embedded in the community, offering tailored solutions to meet the unique needs of employers in Waterloo, IA, and beyond. Whether dealing with 90+ participants at Bancroft Implement or managing plans for Bertch Cabinet with over 610+ participants, this office stands out for its comprehensive understanding of the insurance landscape across various sectors.

Kunkel & Associates, Inc. is a rapidly growing insurance brokerage out of Dubuque, IA that provides consultative insurance services to commercial accounts for group benefits, property & casualty, and transportation coverages. Our mission is to develop long-term, successful relationships with our clients, while providing to our employees a culture of respect, achievement, and both personal and professional growth.

Midwest Heritage, based in Des Moines, IA, stands out as a reliable insurance broker specializing in comprehensive employer benefits solutions. With a strong focus on medical and ancillary benefits, this office location has demonstrated commendable expertise in serving local and regional employers. One notable aspect of their portfolio is their successful partnership with Hy-Vee, a prominent player in the grocery and convenience retailers industry. Midwest Heritage has provided tailored insurance solutions for Hy-Vee, catering to the unique needs of this industry. With over 350 participants in the program, their experience with large-scale employers showcases their ability to handle the complexities of diverse benefit structures. The office is an integral part of a local brokerage firm, contributing to a network of professionals dedicated to delivering top-notch services. This affiliation ensures that clients benefit not only from the specific expertise of the Des Moines team but also from the collective knowledge and resources of the broader brokerage. Midwest Heritage's commitment to excellence extends beyond individual clients to encompass the broader grocery and convenience retailers industries, reflecting a depth of understanding and adaptability within these sectors. For employers seeking a trusted partner with a proven track record in tailoring benefits packages, Midwest Heritage in Des Moines, IA, emerges as a compelling choice.

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.

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.

Mercer, a national insurance broker with an office in Des Moines, Iowa, caters to clients of all sizes, including large, midsize, and small employers. Recognized for their extensive experience with self-funded employers, Mercer excels in working with HMOs and PPOs to meet the unique needs of their clients and members. They also possess strong expertise in collaborating with PBMs and other pharmacy providers. In Des Moines, Mercer has established themselves as a leading brokerage firm, exemplified by their partnership with Jacobs Engineering Group Inc. With 120 members in the architectural, engineering, and related services industry, Jacobs Engineering Group Inc benefited from Mercer's expertise in setting up a self-funding arrangement, designing HMO and PPO plans, as well as implementing a tailored PBM and drug plan to address their members' specific requirements. Their exemplary track record in the Iowa City, IA market further solidifies Mercer's position as a top brokerage firm. With a wide range of experience and expertise across industries and client sizes, they possess a strong M Score, signifying their commitment to delivering exceptional service. Mercer's knowledge extends to diverse sectors, including miscellaneous manufacturing, management, scientific and technical consulting services, as well as advertising, public relations, and related services. This comprehensive understanding allows them to provide valuable insights and tailored insurance solutions to their clients. Operating across Texas, Tennessee, and New York, Mercer's Des Moines office serves a diverse client base. Some of their esteemed employer clients include Capgemini, Jacobs Engineering Group Inc, Consolidated Nuclear Security LLC, and MMS USA Holdings Inc. With a client-centric approach, Mercer prioritizes delivering customized insurance solutions, risk management strategies, and expert guidance. Their team of professionals ensures that employers can navigate the complex insurance landscape with confidence, protecting their businesses and employees' well-being.

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.

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.