Founded in 1993, Swartzbaugh-Farber & Associates, Inc. is a team of employee and executive benefit professionals who share a common goal of “sitting on the client’s side of the table.” We believe that we consistently achieve that goal by doing the following: Actively listening to them, Identifying their needs, and Finding solutions for them. Swartzbaugh-Farber & Associates, Inc. has the experience and the commitment to help you look beyond your initial plan and forecast what you will need for the future. We move beyond the role of traditional, product-focused brokers to work as a member of your professional advisory team. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC., Swartzbaugh-Farber & Associates, Inc is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. Founded in 1993, Swartzbaugh-Farber & Associates, Inc. is a team of employee and executive benefit professionals who share a common goal of “sitting on the client’s side of the table.” Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Swartzbaugh-Farber & Associates, Inc. is independently owned and operated. CA Insurance License #0C10869

OCI was founded in 2002 with the goal of helping brokers navigate the dynamic world of insurance and employee benefits. A family-owned general agency based out of Omaha, Nebraska, OCI helps brokers from California to Florida and everywhere in between. Since its inception, OCI has remained steadfast in the pursuit of helping agents be successful and continues to thrive now more than ever. People often ask what OCI stands for and the answer is: Insurance Made Simple. While, that may not have anything to do with the three letters of the name it does have everything to do with what the company stands for. OCI works with agents and brokers to provide information, assistance, and answers, always keeping up to date on the ever changing matrix of products and services that make up the insurance and employee benefit industries. With well over 100 years of combined expertise, OCI has seen the insurance marketplace change and evolve. Insurance can mean a lot of things, so whether it’s health, life, income replacement, long term care or annuities; OCI has the best products to help you meet the needs of your clients. While product is important, it’s the “Insurance Made Simple” philosophy that advisors, agencies, broker dealers & captive companies have come to realize makes OCI a disrupter in the industry. It’s a new way of doing business that the industry has been waiting for. Through a partnership with OCI, brokers find an unparalleled level of assistance. OCI works with brokers at all levels and is able to provide what is needed in a timely manner. Customer service is priority number one and having somewhere to turn to with questions and issues makes OCI the type of general agency that agents and brokers appreciate.

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,000+ Associates doing business in over 125 countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. For 14 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2022 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.

The Olson Group is a benefits advising firm that helps clients with their employee benefit programs, compliance initiatives, and wellness agendas. With over 500 employer benefit programs covering more than 20,000 employees, the firm is known for its unparalleled customer service and extensive knowledge on the Affordable Care Act. A Division of Patriot Growth Insurance Services, LLC Disclaimer: Tim Olson, Jeff Wallace, Sandy Whitehead, Steve Knapp, and Julie Nelson are registered representatives with Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research, Inc is registered to do business in all 50 United States. Tim Olson is licensed to offer securities and insurance products in AZ, CO, IA, KS, MN, MO, NE, NJ, SD, TN, and WY. Jeff Wallace is licensed to offer securities and insurance products in AZ, CO, IA, KS, MN, MO, NC, NE, NJ, SD, TN, TX, VA, WI, and WY. Sandy Whitehead is licensed to offer securities and insurance products in CO, DE, NE, KS, MN, WY, IA, and SD. Steve Knapp is licensed to offer securities and insurance products in IA, KS, MO, and NE. Julie Nelson is licensed to offer securities and insurance products in CO, FL, IA, KS, MO, and NE. The information included herein should not be considered a solicitation or an offer to sell products in any state besides those in which Tim Olson, Jeff Wallace, Julie Nelson, Sandy Whitehead, and Steve Knapp are properly licensed. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Olson Group and Patriot are not affiliated with Cambridge Investment Research, Inc.

Patriot Growth Insurance Services, LLC, based in Omaha, NE, boasts a thriving office that caters to the needs of local and regional employers seeking comprehensive employee benefits solutions. With a larger footprint, this office stands out for its extensive expertise in medical and ancillary benefits, making it a valuable partner for businesses in the area. Distinguishing themselves through a proven track record, Patriot Growth Insurance Services, LLC in Omaha, NE, has successfully served notable clients, including Community Hospital with 170+ participants, Grand Island Clinic with 100+ participants, and Nebraska Health Care Association with an impressive 380+ participants. These clients span diverse sectors such as nursing and residential care facilities, hospitals, and offices of physicians, showcasing the office's versatility and proficiency across industries. As a key player in a regional insurance broker firm, this office leverages collective industry knowledge and resources to deliver tailored solutions for midsize employers. Their demonstrated experience in the intricacies of employer benefits makes them a reliable choice for businesses in the region. Employers evaluating this office of Patriot Growth Insurance Services, LLC can expect a committed partner with a strong local presence and a track record of success in navigating the complexities of employee benefits in the dynamic business landscape.

Bettenhausen Insurance Services, located in Lincoln, Nebraska, is a full-service brokerage firm with a strong focus on providing comprehensive employee benefits. They specialize in a range of areas including life, health, disability, long-term care, estate planning, executive and employee benefits. This office is well-equipped to handle the unique needs of local and regional employers, particularly in medical and ancillary benefits. Their client roster includes significant players like Grandmother's in the amusement and recreation industries, highlighting their capability to service businesses with 80+ participants. The firm's approach is client-centric, emphasizing personalized solutions. They listen carefully to their clients, gaining a deep understanding of each industry and its specific requirements. This approach enables them to design tailored insurance programs that not only meet the needs of businesses but also help in attracting and retaining employees. With representation of over 30 insurance carriers, Bettenhausen Insurance Services has developed strong relationships over the years, which allows them to offer quality benefits at competitive prices. Their broad range of services and dedication to understanding client needs make them a valuable partner for employers seeking comprehensive and customized insurance solutions.

North Risk Partners in Omaha, NE, stands as a leading insurance broker with a notable presence in the region. Operating from a spacious office, the team at this location excels in providing comprehensive insurance solutions, particularly specializing in medical and ancillary benefits. Their extensive experience and knowledge cater to the unique needs of local and regional employers, making them a trusted partner for businesses in various industries. Noteworthy is their proficiency in serving key sectors, including automobile dealers, grocery and convenience retailers, and employment services. This expertise is exemplified by their successful partnerships with prominent businesses such as B&R Stores, a major player in the grocery and convenience retailers industry with over 650 participants. Additionally, they have showcased their capabilities with Huber Chevrolet Co, an automobile dealer with 50+ participants, and McCallie Associates, a company in the computer systems design and related services industry boasting 110+ participants. As a vital component of a respected regional insurance broker firm, North Risk Partners has established a reputation for effectively addressing the insurance needs of midsize employers. Their demonstrated track record and commitment to excellence make them a valuable resource for employers seeking reliable and tailored insurance solutions in the Omaha, NE area.

UNICO Group is a client-focused insurance broker headquartered in Nebraska. Our consultative and relational approach develops customized solutions for clients all around the nation. At UNICO, we are fueled by our core values: Professional, trust, team player and positive. By living our values and providing the best insurance products, service, and support to our clients, we strive to create lasting connections and partnerships. We take pride in our expertise and know trust can’t be assumed. It has to be earned. And as we earn it, you’ll understand that what we value most are relationships. That includes you, your family, and your business; our employees; and the communities we serve. Our team strives to create connections that are personal, compassionate, and fun. UNICO has been awarded some of the highest honors in the industry: - 2-time Best Places to Work in Lincoln, Nebraska (2021 and 2019) - 2016 Nationally awarded Top Performing Agency by the Independent Insurance Agents & Brokers of America - 12-time recipient of the Best Practices Agencies in the Country - 2012 Recipient of the Better Business Bureau Integrity Award

Preferred Marketing Associates is a highly regarded local insurance broker with an office situated in Omaha, Nebraska. Renowned for their exceptional customer service and expertise, they have received high ratings from their clients. Their specialization lies in serving large employers, catering to their specific insurance needs. One noteworthy example of their work in Omaha is their collaboration with J C Fleming Inc, an employer in the general freight trucking industry with 1,160 members. Preferred Marketing Associates worked closely with their HR and finance team to establish a tailored self-funding arrangement that addressed the unique requirements of their members. With a deep understanding of various industries, Preferred Marketing Associates brings strong expertise in general freight trucking, offices of physicians, and insurance and employee benefit funds. This wide-ranging knowledge allows them to deliver comprehensive insurance solutions to their clients. Operating primarily in Nebraska and Illinois, Preferred Marketing Associates serves a diverse range of clients, including J C Fleming Inc, Nebraska Trucking Association Health Benefits Alliance, Nma Employers Consortium, and Trustees of Restaurant & Hospitality Association Benefit Tr. Their presence in these regions and their strong relationships with employer clients demonstrate their commitment to providing tailored insurance services to businesses in the area. Preferred Marketing Associates' office in Omaha remains dedicated to delivering exceptional service, drawing upon their expertise and industry knowledge to meet the insurance needs of their clients effectively.

ComPro Is … A health insurance brokerage serving financial professionals, employers and individuals. ComPro Believes … Our clients are our first priority! We partner with financial professionals to provide health insurance products for their clients. We work with business owners and managers to develop employee benefit packages that have been customized to fit the employers priorities and budget. ComPro guides individuals and families through their health plan options to find the best solution for their coverage. In providing professional services with a strong commitment to excellence. As specialists in health insurance, we believe in representing the most reputable insurance companies to offer you the best possible options. That means we do our homework, diligently studying the products, changing regulations and fluid marketplace in order to design the programs that best serve you, the client.