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.

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

Fraser Insure is a trusted insurance broker serving clients throughout California. With their office location in the heart of the state, they have established themselves as a reliable partner for businesses in need of comprehensive insurance solutions. One shining example of their expertise is their successful collaboration with Love Bottling Co., a prominent employer in the beverage manufacturing industry, boasting a workforce of 130 employees. Fraser Insure worked closely with Love Bottling Co.'s HR and finance team to develop tailored insurance packages that provided optimal coverage and cost-effectiveness. In addition to Love Bottling Co., Fraser Insure caters to a diverse portfolio of employer clients, including Eagle Redi-Mix Concrete LLC. Their specialization in cement and concrete product manufacturing sets them apart in the insurance brokerage industry, as they possess in-depth knowledge of the unique risks and challenges faced by this sector. Furthermore, Fraser Insure's proficiency extends to the beverage manufacturing industry, making them a top choice for businesses operating in this field. While Fraser Insure's headquarters are located in Tulsa, Oklahoma, their presence in California allows them to cater specifically to the insurance needs of midsize employers in the region. With a commitment to delivering exceptional service and custom-tailored insurance solutions, Fraser Insure has gained a reputation for their professionalism, expertise, and ability to navigate complex insurance landscapes. Businesses across California can rely on Fraser Insure to provide them with the peace of mind that comes from having comprehensive and suitable insurance coverage.

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.

Welcome to My K-C Benefits in Tulsa, Oklahoma, where our dedicated team brings a wealth of expertise in crafting tailored insurance solutions for local and regional employers. Specializing in medical and ancillary benefits, our office prides itself on fostering strong relationships with clients, exemplified by our successful collaboration with Enduro Pipeline Services. As a prominent player in the professional, scientific, and technical services industry, Enduro Pipeline Services, based in Oklahoma, trusts us to manage their benefits program, boasting over 150 participants. At My K-C Benefits, we are not just an insurance broker; we are a local brokerage firm committed to understanding the unique needs of businesses in our community. Our demonstrated experience with midsize employers sets us apart, allowing us to provide comprehensive solutions that align with the diverse requirements of businesses in Tulsa and the surrounding regions. We understand the complexities of the insurance landscape and pride ourselves on offering personalized service that goes beyond the transaction. Our team is dedicated to navigating the intricacies of employer benefits, ensuring that our clients receive the best value for their investment. With a track record of success and a focus on building lasting partnerships, My K-C Benefits in Tulsa is your trusted ally in navigating the world of insurance for your business.

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.

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.

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.

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.

From many great individuals USI has become one unique industry leader. USI began in 1994 with a single office and 40 associates. Today, USI has over 10,000 associates across 200+ offices nationwide. USI has served over 500,000 clients meeting their property & casualty, employee benefit, personal risk and retirement needs nationwide. We have more than 150 years of consulting and brokerage experience through our acquired agencies, with local offices dating back in their communities as far as the late 1800s. USI combines industry leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting edge solutions so our clients can continue to invest and grow. The power of USI, and our ability to bring best-in-class solutions and services to our clients and our communities, is achieved through the collective knowledge and experience of our professionals coming together as ONE.

In 1998, a group of Financial Advisors founded a new broker-dealer unique from other firms in that all advisors would have the opportunity to take part in ownership and equity of the company. The founding group envisioned an independent firm that gave each Representative vision, values and voice. Today, NEXT Financial Group, Inc. ("NEXT"​), Member FINRA/SIPC operates under the same principles on which it was founded. It has grown from $4 million in gross revenue to more than $127 million while providing Investment Advisor Representatives with significant intellectual and capital resources. The company is owned by its Investment Advisor Representatives and staff, and no shareholder owns more than 10 percent of the company. The Board of Directors is made up of five Office of Jurisdictions ("OSJs"​), and all committees within NEXT are run by NEXT Investment Advisor Representatives. An eight-time Broker-Dealer of the Year award-winning* firm, NEXT believes that its strength lies in its Investment Advisor Representatives. In that spirit, NEXT encourages vision and empowers them to take control over their own destinies by giving them a voice, equity and revenue in everything they create. Since 2016, NEXT implemented the NEXT Select Program with Pershing, LLC and Lockwood. This fee-based platform was created to not only comply with the Department of Labor ("DOL"​) rule, but to meet Securities and Exchange Commission ("SEC"​) investment advisor rules and regulations. Additionally, it was designed to more efficiently manage money and assists with streamlining client communications and fee-based strategies. We're a community of individuals who discuss, share and inspire each other. We hold a shared value of outstanding customer service and provide our Representatives the support they need to successfully grow and run their businesses. We invite you to take a closer look at how experience, knowledge and teamwork can make NEXT a truly unmatched broker-dealer. *Based on a poll of Registered Representatives conducted by Investment Advisor magazine, Broker-dealers rated highest by their Representatives are awarded "Broker-Dealer (B-D) of the Year."​

HealthCare Solutions Group is a local insurance broker with an office based in Muskogee, Oklahoma. With a solid reputation in the area, they serve clients across Oklahoma, Nebraska, and Arkansas. Although there have been a few lower reviews from some customers, HealthCare Solutions Group continues to provide exceptional service to its clients. A notable success story for this office location involves their collaboration with Parrish Enterprises Ltd, a prominent employer in the fabricated metal product manufacturing industry. HealthCare Solutions Group worked closely with Parrish Enterprises Ltd's HR and finance team to create a customized self-funding arrangement tailored to the unique needs of their 270 members. In addition to Parrish Enterprises Ltd, HealthCare Solutions Group has established partnerships with other notable employer clients such as Acme Engineering & Manufacturing Corporation, Builders Supply Co., Inc., and Fellers, Inc. Their extensive client portfolio spans across large, midsize, and small employers, positioning them as one of the top brokerages in the Muskogee, OK market. HealthCare Solutions Group's expertise extends to various industries including depository credit intermediation, fabricated metal product manufacturing, and miscellaneous durable goods merchant wholesalers. They possess a wealth of experience and a high level of proficiency in working with self-funded employers. If you are evaluating potential partners, HealthCare Solutions Group's office in Muskogee, Oklahoma, is worth considering. Despite a few lower reviews, their strong track record, broad industry knowledge, and experience across client sizes make them a reliable and trustworthy insurance broker for your business needs.