Benefit Advisors Network helps shareholders of privately held employee benefit brokerage firms improve their performance and profitability through proven growth strategies, proprietary resources, enhanced operating efficiencies, and learning and sharing knowledge.

The Liberty Company Insurance Brokers is an independently owned insurance broker handling the commercial, personal and employee benefits insurance needs of businesses, non-profits, and individuals for more than 35 years. The company was founded in 1987 by our Chairman and CEO, Bill Johnson, who currently leads the firm along with our President, Jerry Pickett. Licensed to operate in all 50 states, Liberty has grown consistently and, in recent years, exponentially by attracting talented and entrepreneurial people into an energetic and collaborative culture which focuses on our team’s happiness, well-being, and growth. Liberty has expanded nationally by partnering with agency owners and experienced producers who fit our culture, are driven by our mission of Promoting Peace of Mind with Great Care and demonstrate our core values of Integrity, Excellence, Caring, Kindness, Fairness, Teamwork, Good Feelings and Fun! Liberty has consistently been recognized as one of the most dynamic, fastest growing companies as well as one of the best places to work in the insurance industry, including being recognized as the #1 Fastest Growing Privately Held Insurance Broker in the U.S. over the past four year by the Hales Report. Liberty is not your typical insurance broker: We are a culture-first organization, and believe "If you put people first, good business will follow." We are very collaborative, creative, entrepreneurial, and wellness-focused. We believe that the true Wealth of our Organization is dependent upon the Holistic Health of each member. We can serve our clients most powerfully when we are at our best mentally, physically, and spiritually. To that end, our goal is to clear the path of political and administrative distractions so our team members can focus on their Highest And Best Use (HABU), which is what they love to do, what they do best, and therefore, is best for all of us.

Main Street Insurance Group is a highly regarded local insurance broker located in Forest City, North Carolina. With a strong focus on midsize and small employers, they have earned a stellar reputation for their exceptional customer service and expertise. Clients consistently rate them highly, recognizing their commitment to providing top-notch insurance solutions. A shining example of their success in Forest City is their partnership with Complete Network Support LLC, a respected employer in the computer systems design and related services industry. Main Street Insurance Group collaborated closely with the HR and finance team at Complete Network Support LLC to establish a self-funding arrangement and design a customized PPO plan that precisely addressed the unique needs of their 40 members. This tailored insurance solution ensured comprehensive coverage and optimal benefits for the company's employees. Main Street Insurance Group's extensive experience working with self-funded employers has equipped them with valuable insights and knowledge. They possess the expertise to guide clients through the complexities of insurance plans, helping them find the most suitable options to meet their specific requirements. In terms of industry expertise, Main Street Insurance Group is well-versed in professional and commercial equipment and supplies merchant wholesalers, rubber product manufacturing, and amusement and recreation industries. Their in-depth understanding of these sectors enables them to offer specialized insurance solutions tailored to the unique risks and needs of businesses operating in these fields. Serving clients throughout North Carolina, Main Street Insurance Group has built a solid reputation as one of the leading insurance brokerages in the Forest City market. With their extensive experience, wide-ranging expertise, and unwavering commitment to customer satisfaction, they are a trusted partner for employers seeking reliable insurance coverage.

Ruffin Insurance Solutions, Inc designs benefit solutions that meet or exceed the goals of your business while achieving increased employee understanding and satisfaction. Our clients gain confidence to make the right decisions by having the inside knowledge they need. We’re patient and responsive to their every requirement. We know insurance can be complicated, and we strive at making the information simple and easy to understand. We offer expertise in insurance planning and employee benefits for: • Start-ups and businesses of all sizes • Life insurance for Key Man and Buy/Sell agreements By understanding the intricacies of the ever-changing world of insurance, we attempt to maneuver, finesse, and work with the system from finding a healthcare plan to designing the most comprehensive employee benefits program available. Ruffin Insurance Solutions, Inc is an accessible, local presence here to help you, not a faceless agent in a huge corporation or an unknown link online. More than an agent, we’re trusted advisors when it comes to finding the most affordable health insurance solutions (yes they exist) for businesses of all sizes.

Carolinas Insurance & Investment Group has served the insurance and investment needs of individuals and businesses of the Carolinas and beyond since 1990. Offices located in Rock Hill & Simpsonville, SC. Watts Huckabee leads a team of highly skilled and dedicated insurance and investment professionals that work with individuals, families and businesses to help them make the best decisions for their circumstances. This allows you and your company to focus on what you do best, while allowing our insurance and investment team to do the research for you to provide options that make sense, are affordable, and provide you the results and returns you deserve. We handle the details and become your advocate. If insurance is your need, Carolinas Insurance & Investment Group will discuss with you your corporate and individual needs and shop the market to provide you with competitive options, plans, rates and creative packages to suit your current demands. We will then review your plans annually, and provide recommendations based on changing circumstances in your business, home and the economy. Our services extend to seniors as well sharing advice on what Medicare supplement fits their individual needs, analyze which Part D prescription plan holds co-pay cost at a minimum, estate planning that maximize assets passed to their heirs, and long-term care planning. If you are a business owner and need to explore Business Continuation Planning on how best to transition your business to another family member, a current partner, an employee or others after you retire or pass away; Carolinas Insurance & Investment Group will walk you through the best practice processes and then introduce you to a business attorney to draft a plan that meets your long range continuation goals.

Remedy Advisors, based in Charlotte, NC, operates a sizable office with a proven track record in the insurance brokerage industry. This location stands out as a reliable partner for employer benefits, catering to a diverse clientele that includes both local and regional employers. With a focus on self-funded clients, Remedy Advisors has accumulated valuable experience in navigating the complexities of healthcare coverage, making them a strategic choice for midsize employers. This office's expertise spans multiple industries, showcasing their versatility and in-depth knowledge. Notable clients such as Affinity Healthcare Solutions, a leader in home health care services with 260+ participants, Community First Bank in depository credit intermediation with 120+ participants, and J Davis in nonresidential building construction with 230+ participants, underscore their ability to tailor solutions across various sectors. What sets Remedy Advisors apart is not just their extensive client portfolio but also their affiliation with a local brokerage firm. This local connection enhances their understanding of the unique needs of businesses in the Charlotte area. Their demonstrated success with midsize employers attests to their ability to provide tailored solutions, ensuring that clients receive the attention and expertise necessary to navigate the complex landscape of employee benefits.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

Elc CPA PC, located in Charlotte, NC, is a reputable insurance broker with a strong focus on employer benefits. With a deep understanding of the local and regional market, they specialize in providing comprehensive medical and ancillary benefits solutions. One of Elc CPA PC's standout features is their impressive track record of serving a wide range of clients, including prominent companies like Southern Fabricators and Technology Partners. Southern Fabricators, a leader in fabricated metal product manufacturing, trusts Elc CPA PC to manage benefits for their 140+ participants. Similarly, Technology Partners, a key player in the information industry, relies on Elc CPA PC to provide benefits solutions for over 240 participants. Elc CPA PC's expertise extends across various industries, particularly in the information sector, showcasing their versatility and in-depth knowledge. As part of a local brokerage firm, they have the advantage of local insights and connections, ensuring that they can provide tailored solutions to meet the unique needs of their clients. Notably, Elc CPA PC has a proven track record of working with midsize employers, demonstrating their ability to deliver customized benefits packages that strike the right balance between employee well-being and cost-effectiveness. With their local expertise and commitment to excellence, Elc CPA PC is a valuable partner for any employer seeking top-notch benefits solutions in Charlotte, NC.

Our clients, our teammates, and our communities have been the pillars of Homeowners Financial Group since our founder and CEO, Bill Rogers, started the company in Arizona in 2004. Each pillar is represented in our initials: H is for Homeownership F is for Family G is for Giving Back Today, we have branches across the country, and we’re more focused than ever on our “why.” MISSION We exist to improve the lives we touch. People are the reason for everything we do and achieve. VISION To be the benchmark for excellence in the U.S. mortgage industry by valuing the successes of our employees and elevating our clients and their communities. VALUES At Homeowners we are: H - Honorable - We approach everything we do with the highest ethics and integrity. O - Open - Our leaders are always accessible, communicate openly to our people, and welcome their input and ideas. M - Motivated - Our people are driven to excel and our compensation plan rewards results. E - Empowered - Our leaders provide our people with the tools they need to be successful. O - Owners - Our people are self-directed and accountable for making their own decisions. W - Winners - Our leaders lead by example, position our people to win, and instill confidence in them so we can achieve great things together. N - Noble - We value our customers as our highest priority and understand our mission is to best serve their needs and goals. E - Encouraged - Our people are encouraged to use their unique talents to apply their personal stamp on their areas of expertise. R - Recognized - Our people are appreciated and awarded for the quality of their work and dedication. S - Service-Minded - We maintain an awareness of the needs of our communities and an ongoing commitment to service. You’ll want to work here because everything is designed to position you for maximum success. You won’t want to work anywhere else because of our culture. Once you experience it, you’ll see how special it is in our industry.

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.