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.

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.

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.

Mountcastle Insurance is a privately owned, independent insurance agency with offices in Lexington, Mount Airy, and Winston-Salem, NC. Our agency has provided insurance services in the Triad since 1890 serving commercial, group benefits, and personal lines clients. We work with our clients on insurance placement, risk management, and claims administration. Mountcastle won the Big "I"'s Best Practices Agency award as a Top Performer in both 2022 and 2023. Named the 2022 Keystone Partner of the Year in North Carolina, the agency was also honored as a Premier Agency for Keystone in 2023. The Triad Business Journal's 'Fast 50' recognized Mountcastle as one of the fastest-growing private companies in the region for multiple years.

Cypress Benefit Solutions is an independent Employee Benefits agency specializing in group insurance strategies and implementation. Our mission is to serve as a trusted advisor to all businesses and their employees. Our goal is to optimize your employee benefits package to compliment your overall business strategy.

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

BURCHFIELD INSURANCE GROUP is an employee benefits firm based out of 60 Union Street South, Concord, North Carolina.

Wilson Bank & Trust is an independent, community-based bank that offers customized financial solutions to customers. With the financial strength necessary to provide a full suite of personal and business banking services and the hometown spirit needed to deliver friendly personal attention, we are perfectly suited to be your financial partner. Our combination of big bank resources and community bank service has helped us become one of the top banks in the South in terms of stability, products, technology, growth, and earnings. For business and not-for-profit customers, we offer: • Knowledgeable business bankers who take time to understand your business and have the financial expertise to provide clear answers and practical recommendations. • Customized banking solutions that can meet your specific business. • Powerful, yet easy-to-use online and mobile banking systems with cash management tools to optimize your cash flow and the freedom to manage your day-to-day finances on your own schedule. • Local banking proficiency that provides fast answers based on an in-depth understanding of the marketplace. We invite you to learn more about how we can help you manage and grow your business. Member FDIC. Equal Housing Lender.

Integra Employer Health is a trusted local insurance broker situated in Charlotte, North Carolina. With a remarkable presence in this area, they have demonstrated their expertise by partnering with McGill Associates, P.A., a prominent employer in the architectural, engineering, and related services industry. Collaborating closely with the HR and finance team, Integra Employer Health successfully established a tailored self-funding arrangement and a PPO plan to cater to the unique needs of McGill Associates, P.A.'s 100 members. Renowned for their proficiency in assisting self-funded employers, Integra Employer Health has garnered extensive experience in this field. They diligently serve a diverse range of clients, including large and midsize employers such as Culp Inc, Ingles Markets, LeithCars.com, and McGill Associates, P.A. Their services extend beyond North Carolina, reaching clients across California and Texas. Integra Employer Health excels in delivering comprehensive solutions, earning them a remarkable M Score. Their wealth of experience and deep understanding of various industries positions them as a leading authority in sectors such as automobile dealers, grocery, and convenience retailers. Located in Charlotte, North Carolina, Integra Employer Health's dedicated team is committed to providing exceptional insurance brokerage services. They continue to leverage their knowledge, industry connections, and client-focused approach to meet the distinct needs of employers across a wide range of sizes and sectors.

Mark III Employee Benefits is a family owned and operated licensed Brokerage & Consulting firm. We provide the best-in-class voluntary benefits and medical consulting to public sector clients across the southeastern United States. We maintain offices in Florida, Georgia, North Carolina, and Tennessee. Currently, we serve over 150 public sector clients and insure over 250,000 employees. We hold depth understanding of public sector employees and are qualified to evaluate, design, implement, manage, and enhance your overall benefits program as well as maintain happy and healthy employees. Visit our website to learn more about us! --> https://markiiieb.com/about-us/

Watson Insurance Agency's Charlotte, NC office stands out as a prominent player in the insurance brokerage landscape. Situated in a spacious location, this larger office serves as a testament to the agency's commitment to providing comprehensive coverage and stellar service. With a focus on catering to both local and regional employers, Watson Insurance Agency has amassed considerable expertise in serving a diverse clientele. The agency boasts a remarkable track record in handling self-funded clients, showcasing their proficiency in navigating the complexities of insurance solutions. Noteworthy examples of their prowess include collaborations with industry leaders such as Cheyenne International L L C, a tobacco manufacturing giant with 110+ participants, Farris Fab & Machine in steel product manufacturing with 140+ participants, and Gaston Family Health Services, a significant player in the individual and family services sector with 520+ participants. Watson Insurance Agency's strength lies in its in-depth knowledge of key industries, including steel product manufacturing from purchased steel, tobacco manufacturing, and individual and family services. As a part of a local brokerage firm, this office brings a personalized touch to insurance solutions, leveraging the resources of a broader network. Having demonstrated expertise in catering to midsize and small employers alike, Watson Insurance Agency's Charlotte office stands as a reliable partner for businesses seeking tailored and effective insurance solutions in the dynamic landscape of employer benefits.