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.

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

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.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ 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 $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

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

As an independent brokerage for 91 years, 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 X (@holmesmurphyins), or Facebook, or Instagram.

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.

We are an employee benefits consulting firm who implements creative solutions and strategies to maximize the value of our clients'​ benefit offerings. The days of the spreadsheet broker are long gone. The past several years have dictated that we become the Swiss army knife of consultants: not only knowing the ins and outs of benefits, but being able to fully integrate that knowledge with a comprehensive understanding of legislation, taxes and subsidies. Our team are true learners and excellent communicators.

Welcome to SMBO - See My Benefits Online, providing online enrollment solutions, as well as benefit communications. Do the challenges of collecting enrollment forms and annual open enrollment meetings make benefits become more of a burden, than a benefit? From day one, our team will partner with your existing insurance broker or consultant, to design an efficient online system for your benefits. When the enrollment process is complete, our enrollment software sends a data file automatically to each insurance carrier and to the employer’s payroll system. In addition to our online enrollment services, we also offer benefit website design, video communication and complete on-site enrollment services. We look forward to working with you and improving your company’s benefit enrollment process. SMBO has been specializing in benefits enrollments since 1986. We know the challenges employers face in administrating & communicating employee benefits; we know the dificulties employees face in effectively enrolling in their benefits; & we know the challenges brokers & carriers face in successfully marketing products to prospective clients. With that in mind, & with our experience in promoting & helping manage both core & voluntary benefits, we & our partners have developed the ultimate benefits administration & communication process. With our experience in the insurance industry, we know the challenges many brokers face in successfully marketing their products & services to prospective clients. Now, with our online benefits enrollment tools, we can take new & existing insurance products to the next level.

Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.

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.