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.

Panorama is a full-service insurance intermediary providing customized property and casualty insurance, health and benefits, and wealth and retirement solutions for businesses and individuals nationwide. We deliver integrated, tailored, and fully vetted insurance strategies based on your unique needs, including your risk tolerance, overall business plans, and long-term investment goals. In addition, Panorama offers an affiliation option tailored to your needs and objectives that can help you effectively build the practice you envision. Whether you’re looking for access to products, competitive economics, greater control over expenses, an opportunity to broaden your service offering and grow your client base — or a combination of these — we are here to deliver. Our leadership team has an average of 25 years of experience at top insurance firms and is backed by a high-caliber group of successful entrepreneurs and insurance experts. We work with an extensive network of vendors from diverse industries and bring best practices from multiple disciplines including investment banking, real estate, private equity, savings and tax, human resources, and accounting. The result: innovative solutions that protect your assets and support your success–now and in the future.

Dodge Partners Insurance, situated in Omaha, NE, stands out as a significant player in the insurance brokerage landscape, particularly for employers looking to optimize their benefits packages. As a larger office within a local brokerage firm, they bring a blend of regional insight and extensive industry expertise, making them a preferred choice for midsize employers. Their proficiency is especially notable in working with self-funded clients, showcasing their ability to tailor solutions to unique organizational needs. This skill is evident in their diverse portfolio of top customers, ranging across various industries. Notable examples include Aln Medical Management in the agencies, brokerages, and insurance-related activities industry, with over 190 participants. In the nonresidential building construction sector, they serve Boyd Jones Construction Co in Nebraska, catering to over 110 participants, demonstrating their flexibility and capacity to handle intricate insurance needs. Further amplifying their expertise, Dodge Partners Insurance has a strong presence in the commercial and industrial machinery and equipment industry in Kansas, particularly highlighted by their work with Cstk, which has more than 550 participants. This diversity in client base underscores their ability to navigate complex insurance landscapes across different sectors. Their strength lies in their deep understanding of the nuances in industries like offices of physicians and nonresidential building construction, enabling them to provide targeted and effective insurance solutions. This, combined with their significant experience with midsize employers, positions Dodge Partners Insurance as a robust choice for businesses seeking comprehensive, customized insurance brokerage services in the Omaha area.

Group Marketing Services, situated in Omaha, NE, boasts a robust and expansive office, underscoring its commitment to delivering comprehensive insurance solutions. With a proven track record, this office is adept at navigating the intricacies of self-funded plans, providing invaluable support to local and regional employers. Their diverse clientele includes industry leaders such as Cooperative Producers, a major player in support activities for crop production, with an impressive 790+ participants, Farmers Cooperative with 520+ participants, and Graham Enterprises, a notable name in the office administrative services sector, boasting 100+ participants. Demonstrating expertise across sectors, Group Marketing Services shines in support activities for crop production, office administrative services, and hospitals industries. As a key player in a regional insurance broker firm, this office is well-positioned to cater to the unique needs of midsize, large, and small employers alike. Their wealth of experience in each sector showcases their adaptability and proficiency, making them a reliable partner for businesses seeking tailored insurance solutions. With a commitment to excellence, Group Marketing Services in Omaha, NE, emerges as a go-to destination for employers looking for comprehensive and personalized insurance services.

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.

FNIC is a regional market leader for Insurance & Financial Benefits. Our clients and company partners recognize our innovation and the lengths we go to understand their operations and risk initiatives. The results of that are the long-lasting relationships we’ve built over time. Our team of over 300 employees, supporting multiple insurance and risk management areas, truly operates as an extension of your business. We see and comprehend the details and offer Commercial Insurance, Farm and Crop Insurance, Employee Benefits, Surety Bonds, and Personal Insurance to fit your unique needs. Unlike some of our competitors, we’re actually headquartered where we operate. Based in Omaha, our reach extends across Nebraska, Colorado, Iowa, South Dakota, and Illinois. For over 100 years, we have been a local, privately-owned business with office locations and professionals where you need them to be. FNIC is more than an insurance agency; we’re a true insurance partner capable of delivering relevant insurance and risk management advice.

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.

NGS, a trusted employee benefits broker located in the heart of Omaha, Nebraska, brings a wealth of expertise to the table. Specializing in catering to self-funded employers, they understand the unique needs and challenges faced by businesses in today's ever-evolving landscape. With a commitment to providing tailored solutions, NGS ensures that their clients receive the most comprehensive and cost-effective benefits packages available. Their impressive portfolio includes esteemed organizations such as the Nebraska Trucking Association Health Benefits Alliance and the Trustees of the Insulators & Allied Workers Local 39 Pension Plan. NGS takes pride in fostering long-term relationships with their clients, built on trust, reliability, and unparalleled service. Driven by a passion for helping businesses thrive, NGS goes above and beyond to deliver personalized solutions that meet the diverse needs of their clients. With their extensive knowledge and dedication to excellence, NGS is the go-to choice for companies seeking innovative and effective employee benefits solutions in the Omaha area.

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

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.