Connecting I O T

Birchall & Hampton, located in the heart of Oklahoma City, OK, stands out as a distinguished local brokerage firm, especially proficient in catering to the unique needs of midsize employers. Their specialization in medical and ancillary benefits is a testament to their deep understanding of the local and regional business landscape. This particular expertise is crucial in today’s dynamic healthcare environment, providing tailored solutions that meet the specific needs of each employer. The firm's prowess is not just limited to the realm of health benefits. They exhibit extensive knowledge across various insurance carriers industries, which allows them to offer comprehensive insurance solutions that are both innovative and effective. This versatility is a significant advantage for businesses seeking a one-stop solution for their insurance needs. One of the notable highlights of Birchall & Hampton's client portfolio includes their collaboration with Delta Dental Plan of Oklahoma, a prominent player in the insurance carriers industry. The successful management of over 140 participants in this project showcases their capability to handle complex and large-scale insurance requirements with ease and expertise. As a local brokerage firm, Birchall & Hampton brings a personalized touch to their service. They understand the nuances of the Oklahoma City market, enabling them to provide more relevant and customized insurance solutions. This local insight, combined with their broad industry expertise, makes them an ideal partner for businesses looking to navigate the complexities of employer benefits with confidence and clarity. In summary, Birchall & Hampton’s blend of local knowledge, industry-wide expertise, and proven track record with midsize employers makes them a top choice for businesses in Oklahoma City seeking comprehensive and customized insurance solutions.

Cross Pointe Insurance Advisors, LLC, located in Ardmore, OK, stands out as a notable insurance broker, particularly adept at catering to the diverse needs of both small and midsize employers. This larger office, part of a respected local brokerage firm, specializes in providing comprehensive insurance solutions with a focus on medical and ancillary benefits. Their expertise is not limited to a single sector; they exhibit significant proficiency across various industries such as depository credit intermediation, activities related to real estate, and glass and glass product manufacturing. What sets Cross Pointe apart is their deep understanding of local and regional employer requirements, evident in their successful collaboration with top-tier clients. They boast an impressive portfolio, including First Bank & Trust Co in the depository credit intermediation industry, which has over 130 participants. Their expertise also extends to the First National Bank and Trust Company in the same industry, catering to more than 120 participants. Another notable client is the Noble Research Institute, a key player in the scientific research and development services industry, with a substantial employee base of over 190 participants. This office's proficiency lies in tailoring insurance packages that align with the unique dynamics of each industry they serve. Their ability to navigate the complexities of various sectors while providing personalized and effective insurance solutions marks them as a leading choice for businesses seeking reliable and comprehensive insurance advisory services.

INTERNATIONAL INSURANCE BROKERS, LTD. (IIB) is a national professional services firm headquartered in Tulsa, Oklahoma. IIB’s mission is to offer cutting edge risk finance solutions to large corporations and to proliferate that capability and level of service to smaller entities including an individual’s risk management requirements.

Sullivan Insurance Agency, strategically located in Ardmore, OK, operates from a larger office, offering expert services to local and regional employers with a specific focus on medical and ancillary benefits. With a commitment to providing tailored solutions, Sullivan Insurance Agency has proven expertise in navigating the complexities of the insurance landscape. The agency boasts an impressive clientele, including notable organizations such as Comanche Nation Entertainment in the gambling industries, demonstrating their prowess in serving businesses with 670+ participants. Their success extends to partnerships with Kickapoo Tribe of Oklahoma in executive, legislative, and general government support, encompassing 470+ participants, and Lenape Entertainment in the gambling industries, with 180+ participants. Sullivan Insurance Agency has developed a deep understanding of the intricacies of the gambling industries. As part of a local brokerage firm, Sullivan Insurance Agency brings a localized approach to benefits planning, ensuring a nuanced understanding of the unique needs of businesses in the Ardmore region. With demonstrated experience in catering to both midsize and large employers, Sullivan Insurance Agency stands out as a reliable partner for businesses seeking comprehensive and tailored insurance solutions in Ardmore, OK.

Located in Tulsa, Oklahoma, the JIM RULEY office is a prominent insurance broker with a solid track record of providing comprehensive services to a diverse clientele. As part of a local brokerage firm, this larger office stands out for its expertise in catering to the unique needs of midsize and small employers. One key strength of this office is its extensive experience in working with self-funded clients, showcasing a deep understanding of the intricacies involved. Their proficiency extends across multiple industries, including architectural, engineering, and related services, architectural and structural metals manufacturing, as well as hospitals. The demonstrated success with notable clients like Cymstar, Hughes-Anderson Heat Exchangers, and Indian Health Care Resource Center of Tulsa underscores their ability to navigate the complexities of employer benefits for organizations ranging in size from 100 to over 220 participants. Employers seeking a reliable insurance broker will appreciate the nuanced approach of the JIM RULEY office in Tulsa. With a commitment to local and regional employers, this office brings a wealth of knowledge and hands-on experience to the table, making them a valuable partner in navigating the dynamic landscape of employer benefits.

At CBG, we are committed to helping each of our clients reach the best benefit solutions for their employees. It is our mission to develop innovative solutions to help achieve your goals. Once we determine the best solution for your company, we will introduce the new programs to your employees, explaining their benefits and answering their questions. Honored as one of The Journal Record‘s Tulsa’s Fast 40 for three consecutive years, Catalyst Benefits Group is a locally owned and operated insurance brokerage firm. We aim to assist you in understanding new Patient Protection and Affordable Care Act options.

Summit Financial, LLC ("SF") an independent investment advisory firm is proud to continue a 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, financial planning, and investment solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through SF an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author. SF is not affiliated with LinkedIn, Inc. Any external URLs, links or websites mentioned are unaffiliated with SF. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations. Merchant Wealth Management Holdings, LLC, an affiliate of Merchant Investment Management, LLC, owns a minority, non-controlling interest in SF.

We are a full service employee benefit advisory firm with a special focus on small and mid-size employers. This segment of the business community has been impacted greatly by the Affordable Care Act (ACA) but has fewer choices when it comes to highly qualified employee benefit guidance. Many times these businesses have been left to go it alone by their current brokers when it comes to very complicated decisions. Our role is to simplify the employee benefit buying and management experience for our clients. This is accomplished by taking a high touch and engaged consultative approach with extremely knowledgeable staff.

First United Bank is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank."​ As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas. First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas. www.firstunitedbank.com/locations At First United, we believe that to spend life wisely, you should have a balance in the four pillars of wellness, personal development, financial well-being and faith. Check out our website blog at www.spendlifewisely.com. Facebook: firstunited1 Twitter: @firstunitedbank Google+: +firstunitedbank1 YouTube: firstunitedbank1 Member FDIC NMLS # 400025

We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.

FNIC is a regional market leader for Insurance & Financial Benefits. Our clients and company partners recognize our innovation and the lengths we go to understand their operations and risk initiatives. The results of that are the long-lasting relationships we’ve built over time. Our team of over 300 employees, supporting multiple insurance and risk management areas, truly operates as an extension of your business. We see and comprehend the details and offer Commercial Insurance, Farm and Crop Insurance, Employee Benefits, Surety Bonds, and Personal Insurance to fit your unique needs. Unlike some of our competitors, we’re actually headquartered where we operate. Based in Omaha, our reach extends across Nebraska, Colorado, Iowa, South Dakota, and Illinois. For over 100 years, we have been a local, privately-owned business with office locations and professionals where you need them to be. FNIC is more than an insurance agency; we’re a true insurance partner capable of delivering relevant insurance and risk management advice.