The Preferred Client Group is a team of financial planning professionals that act as Your Personal Financial Concierge, helping you make efficient business and personal economic decisions. We will become the single source to facilitate your comprehensive financial affairs. We provide a comprehensive educational process that includes the strategies, solutions, and resources necessary to make wise financial decisions. Through our holistic planning process, we will efficiently and cost effectively help build and protect your wealth.

We offer a unique combination of personalized, confidential enrollment assistance, year-round benefits guidance, and benefits administration technology. Optavise unifies three of CNO’s existing Worksite brands (DirectPath, Web Benefits Design, and PMA USA) into a single go-to market brand. Optavise serves nearly 20,000 businesses and employers that include small- and medium-sized businesses and Fortune 100 companies. CNO Financial Group, Inc. (NYSE: CNO) acquired DirectPath in early 2021.

Kenbanc Insurance Inc in Louisville, KY, stands as a prominent insurance broker, boasting a sizable and knowledgeable team that caters to the diverse needs of local and regional employers. This larger office is characterized by its significant experience with midsize employers, offering a depth of expertise in the realms of medical and ancillary benefits. Their proficiency extends across industries, with a focus on depository credit intermediation and management of companies and enterprises. With a track record of successful partnerships, Kenbanc Insurance Inc has cultivated relationships with notable clients such as Citizens Bank of Kentucky, Citizens Union Bancorp of Shelbyville, and Magnolia Bank. Each of these esteemed clients, hailing from industries such as depository credit intermediation and management of companies and enterprises, attests to the broker's versatile capabilities. Aligned with a local brokerage firm, Kenbanc Insurance Inc leverages its regional insights to tailor insurance solutions effectively. Their commitment to understanding the unique needs of clients is evident in their tailored approaches for each industry. As an insurance partner, this Louisville-based office distinguishes itself through a combination of local knowledge, industry-specific expertise, and a proven track record of delivering comprehensive benefits solutions to businesses of varying sizes.

Snowden & Associates, Inc. is a locally owned agency which has been serving the Kentucky area for over 35 years. We understand that when selling an intangible product, we must differentiate with exceptional service, professionalism and attention to detail. We have built a strong book of business using the “old school” principles of being accessible, knowledgeable, responsive and ethical.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.

Alday Insurance Agency is an insurance company based out of P.O. BOX 1124, Blountstown, Florida, United States.

We are in the people business. We help our friends, neighbors, and their businesses determine what’s truly important to them and find ways to protect it. From insurance and employee benefits to financial services, members of the Shepherd team take great pride in offering solutions that reduce life’s uncertainties and provide invaluable peace of mind. It’s a big responsibility. We understand how important it is. And we truly love what we are able to do for our clients. We are also proud of the culture we have created at Shepherd. We work as a team in an environment where clients are more important than commissions, and relationships take precedence over titles. Our people are consistently recognized as the best in the business, and our clients’ success has translated to substantial success and growth for our company. It’s a great place to do business and it’s a great place to work.

Established in 1970 by Marvin Smith, our company has grown to a full service insurance agency. Currently, Insuramax serves the insurance needs of over 5,000 individuals and families, and over 1,000 businesses. Insuramax is a firm that utilizes a unique business model known as the "Risk Reduction Approach and/or Total Benefits Approach". We focus on an elite client group providing long term risk reducing services that will lower their total cost of risk and improve their profitability. As a result of implementing a specifically designed risk reduction plan our client's operations become more attractive to the insurance marketplace.