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

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.

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.

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.

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.

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

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.

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.

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.

Located in Omaha, NE, Marcotte's larger office is a trusted insurance broker with a proven track record in serving a diverse clientele. With a strong focus on self-funded clients, they bring valuable expertise to the table, making them a reliable choice for employers seeking comprehensive benefits solutions. One standout feature of this office is their ability to support local and regional employers effectively. Their impressive client roster includes Archrival Agents, a professional, scientific, and technical services industry leader, Builders Supply Co in the building material and supplies dealers sector, and Christensen Lumber in the lumber and construction materials merchant wholesalers industry, all based in Nebraska. These partnerships, each with 200+ to 260+ participants, highlight the office's proficiency in tailoring solutions to meet the unique needs of businesses in various sectors. Marcotte's expertise extends beyond specific industries, with demonstrated competence in management of companies and enterprises, traveler accommodation, and computer systems design and related services. Their local brokerage firm affiliation adds a personalized touch to their services, ensuring clients receive tailored solutions. Notably, Marcotte's Omaha office has a strong history of successfully working with midsize employers, making them an ideal choice for businesses in this category. Their commitment to excellence and client-centric approach make them a valuable resource for employer benefits buyers seeking top-notch insurance solutions.

Actuarial Consulting Services Inc is a reputable insurance broker offering comprehensive actuarial consulting services to clients of large employers. With their extensive experience, they specialize in working with self-funded employers, providing valuable insights and solutions. Based in Omaha, Nebraska, Actuarial Consulting Services Inc operates from a local office and has established a strong reputation in the industry. One notable example of their expertise is their collaboration with Union Pacific Corporation, a prominent employer in the rail transportation sector, employing 2,430 individuals. Actuarial Consulting Services Inc worked closely with Union Pacific Corporation's HR and finance team to devise a tailored self-funding arrangement and HMO plan that perfectly catered to the unique requirements of their workforce. Actuarial Consulting Services Inc's knowledge extends beyond the rail transportation industry, encompassing insurance carriers as well. Their skilled team of professionals possesses the necessary expertise to deliver optimal solutions to clients from various sectors. Although Actuarial Consulting Services Inc's main office is situated in Omaha, they serve clients across Connecticut as well. Their extensive client portfolio includes renowned employers such as Union Pacific Corporation and Woodmen Life, demonstrating their ability to cater to a diverse range of organizations. With their unwavering commitment to providing top-notch actuarial consulting services, Actuarial Consulting Services Inc is an ideal partner for large employers seeking expert guidance and tailored insurance solutions. Their proven track record and expertise make them a reliable choice for navigating the complex landscape of insurance and risk management.

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 11,000 colleagues and 200 offices across North America, Marsh McLennan Agency combines the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). Marsh McLennan Agency generates more than $2 billion in annualized revenue, making it one of the largest brokerage operations in North America.