Sterling Benefits is a premier employee benefits firm dedicated to providing tailored solutions for businesses of all sizes. With over 30 years of experience, we specialize in delivering innovative strategies, exceptional service, and comprehensive support to help our clients navigate the complexities of the benefits landscape. Our team of experts is committed to maintaining competitive pricing, ensuring regulatory compliance, and fostering long-term relationships built on trust and transparency.

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.

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.

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.

Keefe Consulting's New York, NY location stands out as a premier insurance broker, specializing in comprehensive solutions for local and regional employers. With a sharp focus on medical and ancillary benefits, this office boasts a wealth of expertise in tailoring insurance and employee benefit packages to meet the unique needs of diverse businesses. The team at Keefe Consulting has demonstrated their proficiency through successful partnerships with prominent clients, including the Board of Trustees Iuoe Local 138 Welfare Fund in the insurance and employee benefit funds industry. Notably, this fund, based in NY and comprising over 790 participants, attests to Keefe Consulting's ability to navigate and excel within the intricacies of employee benefit management. What sets this office apart is not only its commitment to excellence in the insurance and employee benefit funds industries but also its local roots as part of a well-established brokerage firm. This affiliation ensures a nuanced understanding of the regional landscape, allowing Keefe Consulting to provide tailored solutions that align with the unique challenges and opportunities faced by businesses in the New York area. Employer benefits buyers evaluating Keefe Consulting's New York office can expect a partner with proven expertise, a client-centric approach, and a strong foundation within the local brokerage community.

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.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

Personal service is what Advocate is all about. By really getting to know our clients and understanding their needs, we go a step above and beyond the average insurance agency. From the purchase of your home, to the birth of your children, the relocation of your family or the expansion of your business, we are there to be "your advocate for every insurance need"​.

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”