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.

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.

Select Networks, located in Des Moines, IA, boasts a sprawling and highly experienced office, making it a prime choice for employer benefits buyers seeking insurance solutions. With a deep understanding of self-funded clients, this office offers invaluable insights into stop loss and limits, as well as expertise in managing pharmacy costs and providing HR consulting services. This office has successfully catered to a diverse range of clients, including Abbe in the office administrative services industry, Act in the educational services sector, and Architectural Arts Millwork in architectural and engineering services. Their impressive client portfolio speaks volumes about their ability to deliver tailored insurance solutions across various industries. Select Networks specializes in serving midsize, large, and small employers alike, showcasing their versatility in meeting the unique needs of different business sizes. Their extensive experience and expertise in these segments make them a reliable partner for businesses of all scales. As a part of a local brokerage firm, Select Networks has a strong network and local presence, which further enhances their ability to provide personalized insurance solutions. With a commitment to excellence and a proven track record, this office location stands out as a trusted resource for employer benefits in Des Moines, IA.

S & K Associates, nestled in the heart of Des Moines, IA, emerges as a trusted insurance broker, specializing in catering to the diverse needs of local and regional employers. Boasting a comprehensive understanding of medical and ancillary benefits, this seasoned brokerage firm offers invaluable expertise to businesses seeking top-notch insurance solutions. With a proven track record, S & K Associates has solidified its standing in the industry by effectively serving a spectrum of clientele, including prominent entities such as the Iowa Bankers Benefit Plan. This testament to their prowess is particularly noteworthy, given the 7770+ participants under their care. As a local brokerage firm, S & K Associates seamlessly integrates into the community, establishing a rapport that goes beyond transactions. One of the distinctive strengths of this Des Moines-based office is its unwavering commitment to large employers. S & K Associates brings forth a wealth of experience in handling the intricate needs of sizable corporations, showcasing a depth of knowledge that instills confidence. In the realm of agencies, brokerages, and insurance-related activities, S & K Associates stands out as a beacon of reliability and proficiency, making them a strategic partner for employers seeking tailored and effective benefit solutions.

As the 11th largest independent insurance brokerage firm in the nation with over 250 offices in 34 states and England, AssuredPartners is committed to partnering with successful regional and local insurance providers that share the same goal: to service customers better than anyone. Powered by AssuredPartners, our partner agencies have the deep network resources, experienced people and carrier relationships to provide products and solutions second to none. We are proud to be recognized by leading industry publications: - Best Places to Work in Insurance (Business Insurance) - Elite Agency (Insurance Business America) - Top Property / Casualty Agencies (Insurance Journal) - 100 Largest Brokers of U.S. Business (Business Insurance) Partnership. Expertise. Innovation. Passion. Doing the Right Thing. Making a Difference. These are some of the traits that define our culture. We provide a deliberate and well defined path for the next generation of Risk Management Professionals, because we're invested in your success – now and for the long run.

Avant Specialty Benefits, situated in Des Moines, IA, stands as a prominent and expansive office in the realm of insurance brokerage. Its expertise is notably pronounced in catering to the needs of self-funded clients, making it an invaluable resource for comprehending intricate aspects such as stop loss, limits, pharmacy costs, and broader HR consulting domains. This proficiency is further evidenced by their successful partnerships with a diverse range of top-tier clients. Among their notable collaborations are Excell Marketing LC, a key player in the miscellaneous durable goods merchant wholesalers industry in Iowa, serving over 140 participants. They also have a significant engagement with Guideone Insurance Company, a major entity in the insurance carriers industry, providing services to more than 250 participants. In addition, their partnership with Hma Group Holdings, a firm in the agencies, brokerages, and insurance-related activities sector, caters to over 1010 participants, showcasing their capacity to handle large-scale client requirements. Avant Specialty Benefits is recognized for its deep-seated expertise across various industries, including depository credit intermediation, grocery and convenience retailers, and hardware, along with plumbing and heating equipment and supplies merchant wholesalers. As part of a local brokerage firm, they bring a unique blend of community-focused service and extensive industry knowledge. This broker is adept at navigating the complexities faced by employers of various sizes. Their demonstrated experience spans from small to midsize, and even large employers, highlighting their versatility and ability to tailor solutions to diverse client needs. This adaptability, combined with their comprehensive industry knowledge, positions Avant Specialty Benefits as a leading choice for employers seeking reliable and expert insurance brokerage services in Des Moines, IA.

Situated in Des Moines, IA, The Lowe Company stands out as a leading insurance broker with a strong focus on providing comprehensive benefits solutions for both local and regional employers. With specialized expertise in medical and ancillary benefits, this office has demonstrated a commitment to addressing the unique insurance needs of businesses in various industries. The Lowe Company has successfully partnered with key players in the business landscape, such as Bob Brown Chevrolet in the automobile dealers industry and Lightshade Labs in the retail trade sector. These collaborations, featuring participant counts of 170+ and 150+ respectively, highlight the broker's ability to navigate the intricacies of different industries and deliver tailored benefits packages to meet the diverse needs of their clients. As part of a local brokerage firm, The Lowe Company is deeply embedded in the Des Moines business community. This local affiliation enhances their understanding of the challenges faced by businesses in the region, allowing them to provide personalized solutions that align with the specific requirements of midsize employers. With a proven track record and a focus on delivering tailored benefits solutions, The Lowe Company is a reliable partner for employers in Des Moines, IA, seeking expertise in medical and ancillary benefits tailored to the unique needs of their businesses.

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.

Gallagher Benefit Services, a well-established national insurance consultant, operates from their office in West Des Moines, Iowa. Their expertise spans various areas, including working with self-funded clients, HMOs, and PPOs, as well as collaborating with pharmacy benefit managers (PBMs) and other specific pharmacy providers. One remarkable success story from their West Des Moines office is their partnership with Health Incbenefit Plan, a 100-member employer in the medical equipment and supplies manufacturing industry. Gallagher Benefit Services collaborated closely with the HR and finance team to develop a comprehensive self-funding arrangement, along with customized HMO, PPO, pharmacy benefit plans, and drug plans tailored to meet the unique needs of Health Incbenefit Plan's members. Gallagher Benefit Services caters to clients of all sizes, including large, midsize, and small employers, and has a strong presence across Iowa, Nebraska, South Dakota, New York, Kansas, and Michigan. Notable employer clients at this location include Baxter Chrysler Jeep Inc, Buena Vista University, Charles Gabus Ford, and Chippewa County War Memorial Hospital Inc. The West Des Moines office of Gallagher Benefit Services is recognized for their wide range of experience and expertise across client sizes, industries, and insurance products, earning them one of the highest M Scores achievable. Their proficiency extends to industries such as health care and social assistance, highway, street, and bridge construction, as well as motor vehicle body and trailer manufacturing. Clients can rely on Gallagher Benefit Services' West Des Moines office to provide comprehensive and tailored insurance solutions, leveraging their extensive experience, industry knowledge, and commitment to meeting the diverse needs of their employer clients.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 9,000 colleagues and 160 offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $2 billion in annualized revenue, making it one of the largest brokerage operations in North America.