The InsMed Insurance Agency Inc. is an independent insurance organization dedicated to the insurance needs of America’s healthcare professionals and institutions. The company currently works with numerous medical schools, teaching hospitals and physician practices across the country in identifying disability insurance policies that address the unique income needs of healthcare professionals and provides a team based sales and service approach though a local insurance producers and centralized customer service teams. InsMed Insurance Agency Inc. is licensed to transact insurance business in the state of California, under license # 0F04149.

Meeker Sharkey & Hurley, situated in the heart of New York, NY, is a distinguished insurance broker specializing in employer benefits. With a focus on medical and ancillary benefits, this office boasts extensive expertise in catering to the needs of local and regional employers. Their commitment to excellence is reflected in their diverse client portfolio, which includes prominent entities such as The Arc of Union County, a leader in individual and family services with over 180 participants, and Trinitas Regional Medical Center, a major player in the hospitals industry with a participant count exceeding 590. This dynamic location excels across multiple industries, demonstrating a profound understanding of the unique challenges and opportunities presented by the healthcare and service sectors. Their comprehensive approach extends to fostering strong relationships with clients, ensuring that each employer receives tailored solutions aligned with their specific requirements. As a key player in the insurance landscape, Meeker Sharkey & Hurley operates as part of a local brokerage firm, solidifying their commitment to the community and enabling them to provide personalized, hands-on service. Employers seeking a reliable partner in navigating the complex landscape of benefits will find a strategic ally in this New York-based Meeker Sharkey & Hurley office.

Zev Retek's New York, NY office is a trusted insurance broker specializing in employer benefits. With a strong focus on medical and ancillary benefits, this office has established itself as a valuable resource for local and regional employers. Their expertise in tailoring benefit solutions to meet the unique needs of businesses in the area is unmatched. One of the standout features of Zev Retek's New York office is their impressive client portfolio, which includes B & H Foto & Electronics Corp, a prominent player in the retail trade industry. Serving more than 1980 participants in this sector, Zev Retek has demonstrated its ability to provide tailored benefit solutions that cater to the specific requirements of retail businesses. Their extensive knowledge and experience across retail trade industries make them a go-to choice for employers in this field. What sets this office apart is its affiliation with a local brokerage firm, which enables them to tap into valuable local insights and resources. This local connection strengthens their ability to provide personalized and effective benefit solutions that align with the unique business landscape of New York. For employers seeking comprehensive and customized benefits packages, Zev Retek's New York office is a reliable partner known for its expertise, client-focused approach, and strong track record in the industry.

FNA is a full service general agent and employee benefit consultant, currently providing a network of over 5,000 retail agents and brokers with comprehensive employer group insurance consulting, compliance, and billing/administrative services through their five affiliate divisions. Founded in 1974, FNA has 40 years of experience in assisting the Northeast broker community in analyzing their clients’ employee benefit needs and working with carriers to obtain the optimal health and specialty benefits plans available in the marketplace.

At Risk Strategies, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 200+ locations, and 5,000 team members (and counting!). We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2024, we earned certification as a Great Place to Work. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.

Quantum FBI is a strategic finance and business intelligence advisory firm that orchestrates finance, technology, and talent to achieve financial clarity, amplify performance, drive growth, and deliver shareholder value. Backed with 25 years of Finance and Business Intelligence advisory, Quantum FBI knows how to lead a business through transformation while streamlining and solving growth blocks and inefficiencies. ____ Many early stage and middle market companies leave untold sums of time and money on the table from unrealized financial and operational opportunities. ✱ Do you have true financial visibility into every aspect of your business? ✱ How about access to the insights critical to growing your business? Visit www.QuantumFBI.com to learn more and book a free 30-minute consultation. Through expert financial advisory, we enable our clients to achieve financial clarity, drive growth, amplify performance, and deliver shareholder value. ___ CFOs are in the midst of an evolution that is happening at a radical pace in a market that is shifting and changing daily. Sounds dramatic because its impact is dramatic. Quantum FBI enables CFOs to make this shift and transform the Finance operation for long-term gain while meeting short-term demands and solving immediate challenges. We solve inefficient and ineffective finance operations and leverage strategic value from finance disciplines, could-based solutions, business intelligence, and data analytics resulting in complete transformation of the finance function. It is our unique value and how we help you. We serve the office of the CFO. __ Join us on our mission: We’re on a mission to transform finance in a big way. Transform how Executives view and utilize the finance department and teams. Transform what finance and accounting teams deliver, and how it is delivered. And transform the results into powerful business insights and breakthroughs.

Built on the principle of treating people the way we would want to be treated and never losing sight of the importance of relationships, Professional Group Plans has grown organically over the last two decades into the largest full service General Agency in the Tri-State Area. Specializing in employee benefits, we serve over 90,000 employer groups, with well over 600,000 covered lives and bill over $2,800,000,000 in premium sales per year. As large as we are, we pride ourselves on servicing each and every broker, and their clients, with the same prompt and courteous service. Our reputation for the way we conduct business, along with our size and scale, has allowed us the opportunity to develop close relationships with all of the major insurance carriers and leading industry vendors. This gives us the unique advantage of dedicated support and resources, which in turn gives our brokers, and their clients, faster turnaround times, exceptional customer service and access to cutting edge products. Headquartered in Hauppauge, New York, with other locations in Manhattan and New Jersey, we are staffed with nearly 100 employees that continue to provide the exceptional service we are known for throughout the industry. Our Mission: “To passionately deliver value to our broker partners by providing them with the expertise, education, support and resources they need to effectively service their clients and achieve success” Our Core Belief: “Treat people the way we would want to be treated and never lose sight of the importance of relationships”