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

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.

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.

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.

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.

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.

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.

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.