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.

Benefit Management is a regional insurance broker with an office located in Lincoln, Nebraska. Serving clients across New York, this office has established a reputation for providing exceptional insurance solutions tailored to meet the unique needs of their diverse clientele. One notable example of their expertise is their work with Lutz, a prominent employer in the accounting, tax preparation, bookkeeping, and payroll services industry. Collaborating closely with Lutz's HR and finance team, Benefit Management successfully implemented a self-funding arrangement that aligned with the specific requirements of Lutz's 240 members. Benefit Management's portfolio of employer clients extends beyond Lutz and encompasses a range of industries, including Quality Brands of Omaha, OneHealth Nebraska, and more. With a focus on large and midsize employers, Benefit Management's comprehensive understanding of the accounting, tax preparation, bookkeeping, and payroll services sectors, as well as the offices of physicians and beer, wine, and distilled alcoholic beverage merchant wholesalers industries, positions them as a trusted advisor in the insurance market. Benefit Management's experienced team excels in supporting self-funded employers, leveraging their extensive knowledge to create custom insurance solutions that mitigate risk while optimizing cost savings. Whether it's designing innovative benefit packages, managing claims, or providing ongoing support and guidance, Benefit Management is committed to delivering exceptional service and ensuring the long-term success of their clients. With their dedication to tailored solutions, extensive industry expertise, and commitment to client satisfaction, Benefit Management is an insurance broker that consistently exceeds expectations.

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. #BuildingConfidenceTogether 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

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

Rogers Benefit Group is a specialty marketing organization with a long history of developing niche markets. Our predecessor organizations date back in the late 1940’s when RBG’s founder, Pat Rogers, decided to enter the small employer group insurance business. Being an agent himself, he also knew that agents were going to need a marketing organization to help them bring specialized knowledge and service to their clients in the increasingly complex area of health benefits. Our first insurance carrier relationship began with Principal Financial Group. This relationship thrives today. Regionally, we enjoy strategic relationships with Aetna, certain Blue Cross and Blue Shield plans, HealthNet, United Health Care, Humana, and Assurant Health. Today Rogers Benefit Group helps agents service more than 40,000 groups who pay more than $2.5 billion in annual premium. Rogers Benefit Group is committed to fast, accurate response to an agent or employer when addressing their group insurance needs. It is from our Midwest roots that one can expect a no-nonsense, straightforward, competent approach to groups of any size. Our Geography We are currently located in over 30 states with 40 offices. This geographic spread lends itself well to the opportunity of assisting agents with groups having multiple locations. It also makes us the oldest and largest General Agent in the United States as measured by locations and, more importantly, premium in force. What’s Really Important Agents tell us that our greatest value is in the quoting and underwriting processes. Our mission is to help agents get business, get groups rated correctly, get them enrolled efficiently and accurately, and to help reduce their efforts in underwriting. We do this by close individual contact with the agent and employer while minimizing unknowns in these steps. Our specialized knowledge of the quoting, enrollment, and underwriting maze brings unique value to all parties involved.

Patriot Benefit Solutions, nestled in the heart of Omaha, NE, operates from a substantial and dynamic office, showcasing their commitment to providing comprehensive insurance solutions. As a branch of a regional insurance broker firm, this location boasts extensive experience catering to the unique needs of both midsize and small employers. With a track record that speaks volumes, Patriot Benefit Solutions has successfully partnered with a diverse array of clients. Notable among them are industry leaders such as Columbus Community Hospital, a prominent healthcare facility with 500+ participants, and Community Hospital, another healthcare stalwart with 190+ participants. Their proficiency extends beyond healthcare, encompassing Hillcrest Health Services in the nursing and residential care facilities sector, boasting 90+ participants. This adept team has honed its expertise across multiple industries, excelling in hospitals, nursing and residential care facilities, and even spectator sports. Patriot Benefit Solutions particularly shines in navigating the intricacies of self-funded clients, offering invaluable support to local and regional employers. Their commitment to excellence and tailored insurance solutions positions Patriot Benefit Solutions as an ideal partner for employers seeking a reliable and experienced insurance broker in the vibrant business landscape of Omaha, NE.

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. #BuildingConfidenceTogether 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

Vesta was formed in 2012 to help change the way employee benefits were crafted, managed, and delivered to employees. Our firm was born by a few individuals that wanted to approach employee benefits with every prospect or client the same way – "If we worked here, and we were also providing the employer contributions, how would we construct this benefits package so everyone wins". Our benefits consultation help companies research, procure, dispense, and manage benefits packages. We work internally as part of a team to advise our clients about available benefits, vendors, and costs. We believe our primary responsibility is to the people whose personal lives or business endeavors are protected by the benefits which serve them best through the program that we place and service. We recognize that we are here to serve you and consider this responsibility to be an honor.

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

We are excited to celebrate our 90th anniversary this year, and through those nine decades this has always remained true...“Caring for Your Unique Potential Is Our Soul Purpose.” That statement is the core of how we do business. We ask the tough questions, avoid the easy path, believe fully in caring for the unique challenges of our clients, and leverage our greatest assets — the hearts and minds of our people — to advocate on behalf of our clients. That’s our approach to risk management and benefits consulting, and it’s worked for us since our inception in 1932. As an independent brokerage, we serve clients in every industry and of almost every size, with the ultimate goal of providing exceptional service and caring for our clients’ unique potential. For more information, visit www.holmesmurphy.com. You can also follow us on Twitter.com (@holmesmurphyins), or Facebook, or Instagram.