Rich & Cartmill Insurance, based in Tulsa, OK, boasts a robust and expansive office, positioning itself as a key player in the insurance landscape. This larger office stands out for its versatile expertise, catering to both local and regional employers. With a proven track record, they excel in working with self-funded clients, showcasing their commitment to comprehensive coverage solutions. Demonstrating their prowess, Rich & Cartmill Insurance has successfully partnered with an array of clients, such as Mccurtain Memorial Medical Management and Rich & Cartmill, spanning hospitals and insurance-related activities industries. Noteworthy is their collaboration with Mccurtain Memorial Medical Management in the hospitals sector, where they provide tailored insurance solutions for over 120 participants. Additionally, their involvement with Rich & Cartmill, an entity in the agencies, brokerages, and insurance-related activities industry, encompasses over 150 participants. What sets this office apart is its adept handling of midsize and small employers, underscoring their versatility in meeting the distinct needs of varying business scales. As part of a local brokerage firm, Rich & Cartmill Insurance brings a localized touch to their services, establishing trust and rapport within the community. With a focus on the hospitals industry, their great expertise in this sector further positions them as a strategic choice for employers seeking comprehensive and tailored insurance solutions.

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

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.

BOK Financial Corporation is a $47 billion regional financial services company headquartered in Tulsa, Oklahoma with $92 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., BOK Financial Private Wealth, Inc., and BOK Financial Insurance, Inc. BOKF, NA operates TransFund, Cavanal Hill Investment Management, and BOK Financial Asset Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial in Arizona, Arkansas, Colorado, Kansas, and Missouri; as well as having limited purpose offices in Nebraska, Milwaukee, and Connecticut. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust and insurance services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com. BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees without regard to, race, color, religion, national origin, age, sexual orientation, genetic information, or veteran status. © 2024 BOK Financial, a division of BOKF, NA. Member FDIC. Equal Housing Lender.

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

With Premier—a Relation Company—you’ve got a local partner right around the corner with buying power all over the country. That’s because we’re backed by a national network with deep, specialized expertise and long-standing relationships with a vast network of carriers. It means you get more choices, better rates, and more ways to find the perfect fit for the protection you need. Whether for personal or business, let us change the way you think about insurance. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Premier Wealth Management. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact Kestra IS Compliance Department at 737-443-2582.

Phillip E. Maloney Ins Agency, Inc., based in Tulsa, OK, stands as a trusted insurance broker with a solid track record in serving the insurance needs of local and regional employers. Specializing in medical and ancillary benefits, this agency has honed its expertise across industries such as highway, street, and bridge construction, as well as building equipment contractors. With a focus on midsize employers, Phillip E. Maloney Ins Agency, Inc. has established itself as a reliable partner for companies seeking comprehensive and tailored insurance solutions. Their commitment to understanding the unique requirements of each client is exemplified by their diverse portfolio, featuring esteemed businesses like Airco Service and Becco Contractors. Noteworthy is their collaboration with Airco Service, a prominent player in the building equipment contractors industry, boasting 580+ participants. Additionally, their partnership with Becco Contractors, a leader in highway, street, and bridge construction with 160+ participants, underscores the agency's versatility and ability to navigate the distinct needs of different sectors. Being an integral part of a local brokerage firm further enhances their ability to provide localized insights and personalized service. Phillip E. Maloney Ins Agency, Inc. brings a wealth of experience, a client-centric approach, and a proven record of delivering insurance solutions that align seamlessly with the goals and requirements of their diverse clientele.

INSURICA, established in 1959, is a family-owned business comprised of independent retail insurance agencies, program administrators, and risk pool managers that specialize in core industries and business disciplines and share their expertise with the entire group. This unique structure provides INSURICA customers with unparalleled access to the most unique coverage and risk management expertise available, all delivered through a local agent relationship. From construction to healthcare, energy to education and beyond, our industry-specific knowledge and extensive experience gives us valuable insight into your rare and often challenging needs.

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.

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.

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

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.