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.

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.

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.

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.

Bherd's Des Moines, IA office stands as a noteworthy player in the insurance brokerage sector, especially for local and regional employers. This larger office is distinguished by its adept handling of medical and ancillary benefits, catering adeptly to midsize employers. Their proficiency is particularly notable in diverse industries such as nursing and residential care facilities, depository credit intermediation, and foundries, showcasing a versatile and deep understanding of varying sector needs. Among their prominent clients is Balance Autism, a key player in the nursing and residential care facilities industry in Iowa. Bherd's expertise is evident in managing benefits for over 310 participants from this organization, underscoring their capability to handle large-scale employee benefits programs. Another client, Deco Products Company in the foundries industry, also based in Iowa, benefits from Bherd's services for more than 190 participants. This reflects their adeptness in addressing industry-specific challenges and tailoring benefits accordingly. Moreover, Bherd's collaboration with Fidelity Company, involved in the management of companies and enterprises industry in Iowa, for over 280 participants, further exemplifies their competence in handling complex benefit requirements of diverse business structures. As a part of a local brokerage firm, Bherd's Des Moines office brings a unique blend of local insight and comprehensive industry knowledge, making them a valuable partner for employers looking to navigate the intricacies of employee benefits management. Their demonstrated experience with midsize employers adds another layer of reliability and expertise, making them a strong candidate for any employer benefits buyer evaluating insurance brokers in the region.

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.

The Mckay Group's Pella, IA office stands out as a reliable insurance broker with a robust focus on employer benefits. With a solid reputation for serving local and regional employers, their expertise shines in the realm of medical and ancillary benefits. The team at Mckay Group Pella has demonstrated their prowess by catering to a diverse clientele, with a notable example being the trusted partnership with Knoxville Hospital and Clinics. In the hospitals industry, where details matter, Mckay Group has consistently delivered, managing benefits for over 190 participants in Iowa. This office boasts a deep understanding of the intricacies within the hospitals industry, showcasing their commitment to specialized knowledge. As a pivotal player in the local brokerage scene, Mckay Group Pella operates seamlessly within the community, leveraging their connections and insights to tailor comprehensive benefit solutions. Their affiliation with a local brokerage firm enhances their ability to provide personalized service and adapt swiftly to the ever-evolving landscape of employer benefits. Employers in Pella, IA, can rely on the Mckay Group for not just insurance expertise but a tailored approach that considers the unique needs of each client, making them a valuable ally in navigating the complex terrain of employee benefits.

Iowa Bankers Ins & Services In, nestled in the heart of Des Moines, IA, stands as a trusted insurance broker for both local and regional employers. Specializing in medical and ancillary benefits, this office boasts commendable expertise in tailoring insurance solutions to meet the diverse needs of businesses in the area. With a keen focus on employer benefits, Iowa Bankers Ins & Services In has established itself as a reliable partner for companies seeking comprehensive coverage. Among its notable clientele is the Iowa Bankers Benefit Plan, a prominent player in the agencies, brokerages, and insurance-related activities industry based in IA, boasting over 3200 participants. This testament to their service quality underscores the broker's commitment to delivering tailored solutions that resonate with clients in various sectors. Affiliated with a local brokerage firm, Iowa Bankers Ins & Services In leverages its regional connections to provide a nuanced understanding of the unique challenges and opportunities facing businesses in Des Moines and beyond. This strategic positioning allows them to offer not just insurance products but holistic risk management solutions. In summary, Iowa Bankers Ins & Services In distinguishes itself as a reliable partner, combining local expertise, a focus on employer benefits, and a track record of serving distinguished clients like the Iowa Bankers Benefit Plan.