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.

Havens & Company, Inc. ranks among the top insurance brokers and consultants for Fortune 1000 employers seeking the finest life, accident, disability, dental, vision, and executive benefits programs. Our team of carefully selected lawyers, underwriters, account managers, and producers from the carrier and consultant side brings decades of direct, specialized large case expertise and experience to our clients. We strive to understand our clients'​ strategic business goals and objectives and to design, negotiate, and implement benefits programs that will meet those goals in the most cost-effective way through our transparent, procurement-based process. We are committed to yielding programs for our clients that make the best use of corporate dollars to provide meaningful, competitive benefits to their employees. Our business model sets the standard for employee benefit consultants and brokers, a model that puts power and leverage back in the hands of our clients – where it belongs. We have been certified as a women-owned business with the National Women Business Owners Corporation (“NWBOC”) and the Women’s Business Enterprise National Council (“WBENC”). As a certified WBE, Havens & Company, Inc. is formally positioned to align with corporate clients and insurers in fulfilling their strategic supplier diversity base goals.

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

Central Insurance Services is a reputable insurance broker based in Lexington, Kentucky, with a focus on serving clients throughout Pennsylvania. With their commitment to exceptional customer service and extensive expertise, they have earned high ratings from satisfied clients. One notable example of their outstanding work is their collaboration with Commerce Lexington Inc, a prominent employer in the insurance-related activities industry, boasting 970 members. Central Insurance Services partnered with Commerce Lexington Inc's HR and finance team to establish a tailored PPO plan, PBM, and drug plan, specifically designed to meet the unique needs of their members. At Central Insurance Services, their client portfolio includes esteemed organizations such as Central Bank & Trust Co., Winterwood Inc., and Bluegrass Orthopaedics, in addition to Commerce Lexington Inc. They cater to a wide range of clients, from large corporations to midsize employers, earning them a favorable M Score indicative of their extensive experience and expertise across different client sizes and industries. Notably, Central Insurance Services possesses strong proficiency in insurance-related activities, health practitioners, and depository credit intermediation industries. With a proven track record of working closely with clients and PPOs to address member needs, Central Insurance Services excels in developing comprehensive insurance solutions. Their local presence in Lexington, Kentucky, coupled with their wide-ranging experience and commitment to excellence, positions them as a trusted insurance broker dedicated to providing effective coverage solutions for their diverse clientele.

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal

Sterling Thompson Company is an 85 year-old insurance agency based in Louisville, KY. We proudly serve the needs of our clients in the areas of personal, business, employee benefits, and farm/equine insurance.

Bim Group started small—with one employee in 1979. Today, we have grown organically into a recognized industry leader with a team of over 35 dedicated professionals working to meet the needs of 650+ employer clients who employ over 70,000 employees. Our clients embody a range of industries including manufacturing, health care, coal, equine, construction, legal, education and retail. The Bim Group experience is more than a service, it’s a partnership.

Bim Group started small—with one employee in 1979. Today, we have grown organically into a recognized industry leader with a team of over 35 dedicated professionals working to meet the needs of 650+ employer clients who employ over 70,000 employees. Our clients embody a range of industries including manufacturing, health care, coal, equine, construction, legal, education and retail. The Bim Group experience is more than a service, it’s a partnership.