NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement, and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 7,400 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 5th best place to work in insurance and 6th largest US-based privately owned broker (Business Insurance); 9th commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best’s Review).

Amalgamated Family of Companies is a reputable local insurance broker headquartered in White Plains, New York. Known for their expertise in serving large employers, they specialize in offering comprehensive insurance solutions that cater to the unique needs of their clients. One notable example of their work in White Plains is their collaboration with BD of Trustee-Amalgamated National Health Fund, an employer with an impressive member count of 16,000 in the insurance-related activities industry. Amalgamated Family of Companies worked closely with the HR and finance team of BD of Trustee-Amalgamated National Health Fund to design and implement a range of plans, including HMO, PPO, PBM, and drug plans. These tailored solutions ensure that the members receive optimal coverage that meets their specific requirements. Amalgamated Family of Companies operates across multiple states, including Illinois, Ohio, Michigan, Missouri, Texas, California, Wisconsin, Virginia, Minnesota, New York, Indiana, Pennsylvania, New Jersey, South Dakota, Georgia, Tennessee, Maryland, Washington, Iowa, North Carolina, Mississippi, Colorado, Arizona, Nevada, Florida, Oregon, West Virginia, Alabama, Utah, South Carolina, Kentucky, Montana, Idaho, District of Columbia, Massachusetts. This broad geographic coverage allows them to extend their services to a diverse range of clients nationwide. With a strong focus on the insurance-related activities and activities related to real estate industries, Amalgamated Family of Companies has developed extensive expertise in these sectors. This knowledge enables them to provide specialized and effective insurance solutions to businesses operating within these fields. In summary, Amalgamated Family of Companies is a trusted local insurance broker based in White Plains, New York, specializing in serving large employers. Their successful partnership with BD of Trustee-Amalgamated National Health Fund exemplifies their ability to create tailored plans to meet the unique needs of their clients. With a broad geographic reach and expertise in insurance-related activities and activities related to real estate, Amalgamated Family of Companies is well-equipped to provide comprehensive insurance solutions across a wide range of industries and locations.

Nestled in the heart of Bridgeport, CT, Healthplanone, LLC stands as a reliable insurance broker, delivering unparalleled expertise to both local and regional employers. Specializing in comprehensive medical and ancillary benefits, this office location is a cornerstone for businesses seeking optimal employee coverage. With a proven track record, Healthplanone, LLC in Bridgeport has successfully catered to a diverse range of clients, including the prominent Health Plan One in the agencies, brokerages, and insurance-related activities industry. Impressively, they boast a robust clientele of over 1310 participants, a testament to their commitment to providing effective insurance solutions. This local brokerage firm prides itself on a deep understanding of the unique needs of the community. Their seasoned professionals navigate the intricacies of employer benefits with finesse, ensuring that businesses receive tailored solutions that align with their goals and values. Healthplanone, LLC in Bridgeport not only excels in providing insurance solutions but also fosters strong client relationships. Their commitment to personalized service sets them apart, creating a partnership that goes beyond transactions. For employers seeking a trusted ally in navigating the complex landscape of employee benefits, this Bridgeport-based office stands as a beacon of expertise and reliability.

Associated Community Brokers, located in Bridgeport, Connecticut, stands out as a distinguished insurance broker specializing in employer benefits. This local brokerage firm has carved a niche in providing tailored insurance solutions, particularly in the medical and ancillary benefits sectors. They are recognized for their adept handling of large employer groups, showcasing their capability to manage complex and sizeable insurance needs effectively. Their client portfolio is impressive and diverse, featuring prominent names in various industries. Notably, Connecticut Orthopaedic Specialists PC, a leading entity in the offices of physicians industry, benefits from their services, entrusting the insurance needs of over 500 participants to them. Additionally, Greenwich Aerogroup, a significant player in the air transportation industry in Connecticut, relies on Associated Community Brokers for the insurance needs of its 1040+ participants. Another esteemed client, RC Bigelow in the food manufacturing industry, further underscores the broker's prowess, with 610+ participants under their care. What sets Associated Community Brokers apart is their deep-rooted understanding and expertise in specific industries, particularly offices of physicians and air transportation. This specialized knowledge enables them to offer tailored solutions that are not only effective but also highly relevant to the unique challenges and requirements of these sectors. Their role as a local brokerage firm adds a personal touch to their services, fostering strong community ties and a deep understanding of the regional business landscape. This localized approach, combined with their proven track record with large employers, makes Associated Community Brokers a reliable and insightful partner for businesses seeking comprehensive and customized insurance solutions.

Wade Johnson USI, located in the heart of New York, NY, stands out as a premier insurance broker specializing in employer benefits. With a dedicated focus on medical and ancillary benefits, this office boasts a wealth of expertise in catering to the unique needs of local and regional employers. Their commitment to excellence is evident in their successful partnerships, including the Northland Dealers Investment Group, a prominent player in the automobile dealers industry based in MN, boasting a participant count exceeding 40. What sets Wade Johnson USI apart is not just their extensive client portfolio but also their in-depth knowledge of specific sectors, such as the automobile dealers industry. Demonstrating a remarkable understanding of the nuances within this sector, they have become a trusted advisor for businesses seeking tailored insurance solutions. As a key player in the local brokerage firm scene, this office brings a personalized touch to the insurance brokerage experience. Their proactive approach and commitment to staying abreast of industry trends make them an invaluable resource for employers navigating the complex landscape of employee benefits. For those seeking a reliable partner in optimizing their benefits offerings, Wade Johnson USI in New York, NY, emerges as a strategic choice with proven expertise and a local touch.

Marilyn Goldfischer's office in New York, NY, stands out as a trusted insurance broker specializing in providing tailored solutions for employer benefits. With a strong focus on medical and ancillary benefits, this office location brings valuable expertise to the table for local and regional employers. One of Marilyn Goldfischer's notable strengths lies in their extensive experience working with businesses in diverse industries. They have successfully served clients such as Pgt Trucking, a leader in the general freight trucking industry based in PA, boasting over 420 participants. Additionally, their impressive track record includes serving Valley National Bank, a prominent player in the depository credit intermediation industry based in NJ, with over 1480 participants. What sets this office apart is their comprehensive understanding of various sectors, including general freight trucking and depository credit intermediation. Their knowledge extends beyond insurance solutions, encompassing the intricacies and unique needs of these industries. Marilyn Goldfischer's New York, NY, office is an integral part of a local brokerage firm, ensuring a deep connection to the community and a commitment to personalized service. Employers evaluating this office can count on their expertise and dedication to crafting employer benefit packages that address their specific requirements.

Wealth Advisory Group has been empowering people with sound financial strategies since 1933. We employ a disciplined, comprehensive approach to wealth management. Our goal is to help you achieve the quality of life you’ve always imagined. More than 100 Associates are here to guide you through a full range of planning that may include insurance and investments tailored specifically for your needs. Wealth Advisory Group, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Fl, New York, NY 10017, 212-541-8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2022-141079 Exp 07/24

Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $1 billion. An employee-owned company with more than 550 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. Marshall & Sterling is a leading broker for all lines of business and personal insurance, specialty risks including bonds, and employee group benefits, specializing in public entities, schools, campgrounds, the hospitality industry, manufacturers, professional and directors and officers liability, health care, construction, specialty programs, workers’ compensation and crime/bond. Marshall & Sterling has direct and preferred relationships with the leading insurance companies, providing clients with the broadest and most competitive programs available in the industry. According to a ranking by the Insurance Journal, Marshall & Sterling is currently ranked 32nd among more than 40,000 privately-held insurance agencies in the U.S. and is ranked among the top performers in the annual Best Practices Study conducted by the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) and Reagan Consulting. Follow Link to View Disclaimer: www.marshallsterling.com/linkedin-disclaimer

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