Located in the bustling heart of New York, NY, the Ipa office stands as a beacon of excellence in the insurance brokerage industry, specifically catering to the diverse needs of local and regional employers. With a keen focus on medical and ancillary benefits, this office boasts a commendable track record in delivering tailored solutions that meet the unique requirements of its clients. One of the remarkable aspects of this Ipa location is its extensive expertise, cultivated through years of dedicated service to the community. Their client portfolio includes the distinguished Distinguished Group, an influential player in the agencies, brokerages, and insurance-related activities industry. Notably, this partnership involves over 310 participants, underscoring the office's ability to handle large-scale employer benefit programs with finesse. Being an integral part of a local brokerage firm adds another layer of assurance for employers seeking reliable and personalized insurance solutions. This affiliation positions the Ipa office as a dynamic player in the local market, leveraging a network of resources to stay abreast of industry trends and provide cutting-edge services. In essence, the Ipa office in New York, NY, emerges as a strategic ally for employers navigating the complex landscape of insurance benefits, offering a potent blend of local insight, industry expertise, and a proven track record with notable clients.

Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth. Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you: Financial Planning Asset Management Insurance & Risk Management Employee Benefits Executive Benefits By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family. Lenox Advisors is a certified great workplace by the independent analysts at Great Place to Work®. “We were thrilled to become Great Place to Work-Certified for the sixth time,” said Greg Large, President & Chief Operating Officer. “Our employees are our most valuable asset. Understanding how our employees think and feel is deeply rooted in our culture and aspirations as a leadership team. As people everywhere reconsider what they want and need to excel at work, it’s essential that we ask the tough questions to shape better experiences.”

Contemporary Strategic Solutions - New York, NY is an office of Contemporary Strategic Solutions, based in Spring Lake Heights, New Jersey. Its work centers on employers in construction and transportation and warehousing, primarily mid-sized and large organizations. The office places fully insured medical coverage, retirement plans and collectively bargained arrangements. Example carriers include Elevance, Aetna and UnitedHealthcare.

Provider of Employee Benefits Solutions Through innovation, forward thinking technology and personalized customer service care, we build partnerships with our clients and bring them lasting value. An Acrisure Partner

Founded in 1989, The Whitmore Group, Ltd. has steadily built our business beyond insurance brokering. Each of our managers is vital to the operation and structure of The Whitmore Group. I invite you to review our website for information about the divisions of The Whitmore Group and our management team. Working together is something The Whitmore Group does exceptionally well. At The Whitmore Group, we understand the importance of providing insurance products that meet the needs and concerns of our clients as well as building relationships that stand the test of time. That is why, at The Whitmore Group, A Relationship Is A Partnership. The Whitmore Group, Ltd. provides the gamut of insurance products and services such as Commercial Property and Casualty, our specialized Funeral Services Program, Personal Insurance, Health Benefits, Life Insurance and Estate Planning, Financial Services, Real Estate Insurance Programs, and Claim Services. The Whitmore Group is committed to simplifying the insurance purchasing process for our clients while securing their coverage with only the finest insurance providers available. For these reasons, we encourage you to communicate your reaction. Your comments and thoughts are most welcome as we continue to serve you better.

At ISI, we believe our customer-oriented philosophy has helped establish us as a preferred global benefits consultant. ISI is a full service insurance brokerage and benefits consultant offering a comprehensive portfolio of insurance products including medical, dental, vision, life, accidental death and dismemberment, long term disability, property and casualty and retirement savings plans. With over 120 clients on five continents, we look forward to continuing to provide employee benefit solutions while always keeping our clients’ first in all that we do. For more information, please visit our website, www.isiww.com.