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

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.

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.

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.

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.

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.

TEAM Software by WorkWave develops market-leading financial, operations and workforce management solutions for contractors with distributed workforces, with a focus on the cleaning and security industries in the North American, Asia-Pacific and EMEA regions. TEAM’s powerful, scalable technology solutions provide business-critical information to reduce risk and costs and drive efficiency, profitability and growth. More than 750 companies and nearly 1 million end users rely on TEAM’s solutions globally. Founded in 1989, TEAM is headquartered in Omaha, Nebraska, U.S.A. TEAM was acquired by WorkWave in September 2021. For more information, visit teamsoftware.com.

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.

Workplace Benefits in Omaha, NE, stands out as a prominent insurance broker, boasting a larger office equipped with seasoned professionals. Specializing in catering to the diverse needs of employers, they have proven expertise in working with self-funded clients, extending support to both local and regional employers. This office has successfully demonstrated its capabilities across various industries, including hospitals, individual and family services, and support activities for crop production. One notable aspect of their impressive portfolio is their affiliation with a local brokerage firm, further solidifying their roots in the community. This connection enhances their ability to navigate the nuances of the local business landscape, making them an invaluable asset for employers seeking tailored insurance solutions. With a track record that spans from midsize to large employers, Workplace Benefits in Omaha has accumulated extensive experience in designing and managing comprehensive insurance plans. Their client roster includes notable entities such as Aurora Cooperative Elevator Co, Mid-Nebraska Individual Services, and Signature Performance, each with varying participant numbers, showcasing the broker's adaptability and scalability. Employers evaluating this office can trust in Workplace Benefits' commitment to delivering personalized, effective insurance solutions for businesses of all sizes.

Our mission at Unified Employee Benefits...is to help companies provide opportunities for employees to protect themselves with the information, products and value that give true peace of mind. We strive to find the best voluntary insurance products at low cost to your employees, so they can design their benefits to suit their individual needs, all at no additional cost to their employer. Our reputation is built on the service and value we provide to our clients. Our team will meet one-on-one with each of your employees to explain the products and enroll them in their desired programs. Should the need for a claim arise, we will personally handle each employee's case and help guide them through the process.

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.