As demographic, economic, and political landscapes shift, it has become increasingly important to prepare for the unexpected. Our mission is to provide our clients with a personalized evaluation of their current insurance needs.

We're more than just Strategic! We're here to help you make the right business decisions about your employee benefit plans. Our extensive experience in the marketplace enables us to offer plans which combine the best products for your specific needs, followed up with service and support you can count on. We believe in the power of teamwork. It's our hope that the success of your employee benefit program can be attributed, in part, to the key elements of the personal attention we offer. Fostering enduring relationships based on your benefit needs and circumstances is our business.

IT'S BEEN OVER 50 YEARS since LG Planning Group began our journey into the world of insurance specializing in group health and dental plans. Although the industry has drastically changed and our areas of expertise have expanded into Risk Management and Financial Planning, one thing has remained the same…service, relationship building, compassion and understanding our clients needs is more than what we do, it’s who we are. As Gary Levine and Matt Glazer, Managing Partners at LG Planning Group, put it, “Its not just one thing that makes LG Planning Group stand out, it’s the blending of expertise, client support, integrated technology, and understanding of our clients goals that allows us build deep relationships that last rather than just on-boarding clients we serve. “ At LG Planning Group we don’t believe that client satisfaction is the main benchmark of success. We believe that client satisfaction coupled with ensuring that our clients, their employees, their families, their assets and their futures are safe and secure more completely encapsulates what we are trying to achieve. It’s with this “the client is family” philosophy in mind that LG Planning Group, and our partners, move forward implementing our vision, to integrate data, analytics and technology, and do it all with a human touch.

Procyon Partners is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations under their stewardship. • Assisting affluent individuals, families and business owners effectively fulfill their dreams through sensible financial planning, and investment and risk management. We are passionately devoted to providing our clients with the knowledge, experience and support they need to make confident, informed decisions.

Instilling a culture of collaboration among our team of professionals and, more importantly, with our clients, Blueprint Benefit Advisors approaches the market with a unique engagement process. Delivering best-in-class offerings and practices in employee benefits, human resources and technology through our affiliation with United Benefit Advisors [as a UBA Partner Firm], our clients are engaged and informed to comply with every aspect of workforce management.

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.

United Benefit Solutions, LLC is a local insurance broker located in Rockville Centre, New York, dedicated to providing comprehensive insurance solutions. With a strong focus on self-funded arrangements, they excel in tailoring insurance plans to meet the unique needs of their clients. Notably, they have successfully collaborated with Planned Companies, a prominent 100-member employer in the services to buildings and dwellings industry, assisting them in establishing a self-funding arrangement. United Benefit Solutions, LLC's expertise in working with self-funded employers is a testament to their knowledge and proficiency in the insurance industry. Operating across a diverse clientele, United Benefit Solutions, LLC caters to employers of varying sizes, from large corporations to midsize and small businesses. Their impressive portfolio includes esteemed clients such as Spectrum Automotive Holdings LLC, A. I. G. Trucking Inc, Abrams Fensterman, LLP, and Allegiance Trucks LLC. This particular office of United Benefit Solutions, LLC extends its services to clients throughout New York, New Jersey, Missouri, Connecticut, Colorado, and Florida, demonstrating their commitment to providing comprehensive coverage across multiple states. With a strong emphasis on personalized service, United Benefit Solutions, LLC is well-versed in various industries, including personal services, healthcare and social assistance, as well as motor vehicle and motor vehicle parts and supplies merchant wholesalers. This extensive experience and expertise contribute to their excellent M Score, which reflects their ability to cater to a wide range of clients and industries. Whether it's assisting with self-funded arrangements or offering tailored insurance solutions, United Benefit Solutions, LLC is a trusted insurance broker dedicated to providing exceptional service and comprehensive coverage to their clients.

ebm provides employee benefits solutions for Open Enrollment and beyond. Our portfolio of industry-leading benefits technology platforms and administrative services streamlines the entire benefits administration process for benefit consultants and HR. We believe in benefits solutions that are a win-win for everyone. With ebm, benefits consultants are empowered to connect their clients with best-in-breed benefits administration solutions that actually address their pain points and meet them where they are. And employers have the flexibility to replace carriers, payroll, and HR systems independently of one another…without having to uproot their system of record for benefits. Our focus on client success extends beyond traditional service and support to deliver an unparalleled experience. After all, technology is only as good as the team that is behind it®.

Creative Benefit Plans Inc., based in New York, NY, stands out as a local brokerage firm adept at catering to the specific needs of regional employers, particularly in the architectural, engineering, and related services industries. With a notable client like Thermo System in New Jersey, which has over 240 participants, their proficiency in handling large-scale employee benefits is evident. Their services extend to a wide array of sectors, including restaurants, non-profits, physicians, hospitality, accountants, mechanics, service industry, manufacturing, retail, lawyers, engineers, and fashion. This diversity showcases their ability to tailor solutions to various industry requirements. They offer comprehensive group insurance solutions for businesses, encompassing medical, dental, vision, group life, disability, state-mandated, and voluntary benefits. In addition to these, they also cater to individual insurance needs with products like life insurance, disability insurance, long-term care, and medical insurance. Moreover, their expertise in pension planning is highlighted by their offerings in 401(k) and 403(b) plans, indicating a holistic approach to employee benefits and personal financial planning. Overall, Creative Benefit Plans Inc. emerges as a versatile and experienced player in the insurance brokerage industry, adept at handling a wide spectrum of client needs across various industries. Their comprehensive range of services ensures tailored solutions for both employers and individual clients, making them a strong candidate for any employer benefits buyer evaluating their New York office.

Schulman Insurance Brokerage's New York, NY office stands out as a prominent hub within their network, showcasing its prominence as a larger office in the heart of the business landscape. Specializing in employer benefits, the team exhibits a strong focus on medical and ancillary benefits, offering invaluable expertise to local and regional employers. With a proven track record, Schulman Insurance Brokerage has successfully catered to diverse industries, including the health practitioners sector exemplified by Mid Island Therapy Associates, boasting 140+ participants. In the professional, scientific, and technical services domain, The Metro Group, with 330+ participants, finds tailored solutions through Schulman's adept services. Precision Global Consulting, a leader in accounting, tax preparation, bookkeeping, and payroll services with 390+ participants, also benefits from the brokerage's extensive knowledge in this field. Integral to the success of Schulman's New York office is its affiliation with a local brokerage firm, underscoring a commitment to the community. The brokerage's demonstrated experience with midsize employers further reinforces its standing as a trusted partner in navigating the intricacies of employee benefits. With a client-focused approach and a rich portfolio of successful collaborations, Schulman Insurance Brokerage's New York, NY office emerges as a strategic choice for employers seeking comprehensive and tailored insurance solutions.

Acumen Solutions Group LLC, situated in the bustling heart of New York, NY, stands out as a local brokerage firm with a distinct knack for serving midsize employers, especially in the realm of medical and ancillary benefits. Their prowess is not just confined to a single industry; they exhibit significant expertise across various sectors, with a special emphasis on activities related to credit intermediation. One of their top clients, Data Search Ny Dba Trakamerica, exemplifies Acumen Solutions Group's capacity to handle complex benefit needs. This Florida-based company, operating in the credit intermediation industry with over 150 participants, is a testament to Acumen's ability to cater to a diverse range of businesses and their unique requirements. What sets Acumen Solutions Group apart is their deep understanding of both local and regional employer needs. This understanding is not just theoretical; it's rooted in practical experience and a proven track record. Their approach is tailored, ensuring that each client receives the attention and expertise required to navigate the intricate landscape of employee benefits. Their focus on midsize employers means that Acumen Solutions Group is adept at scaling their services to meet the specific needs of each client, combining the personal touch of a local firm with the professionalism and resources typically associated with larger entities. In conclusion, Acumen Solutions Group LLC in New York is a versatile, experienced, and client-centric broker, ideally positioned to meet the evolving demands of midsize employers in various industries, particularly those involved in credit intermediation activities.