Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

The Peterman Group combines years of experience with leading-edge products to provide exceptional service and value to our customers. Our product offering includes insurance products and risk management services for commercial property, casualty, and marine; specialty coverages; surety; and employee benefits, including health, life, disability, and payroll deduction personal lines programs. Headquartered in Montgomeryville, PA we think globally but act locally, with personal services designed specifically for each individual client. The Peterman Group shares information and resources with national networks of brokers to ensure we can meet your every need, and find answers to your questions quickly and efficiently.

As a proud neighborhood agency, our goal is to bring superior protection and peace-of-mind to the businesses, nonprofits and people in our community by providing meaningful commercial and personal insurance products, benefits packages and risk management guidance. Simply put, the TGA team is here to help you protect what’s most important—both in life and business. Visit our website to learn more about how we can help support you in critical moments, protect you while you do what you love and be a true partner to your family or organization.

Located in the vibrant business hub of Philadelphia, PA, Kt&D's local office is a trusted insurance broker specializing in comprehensive employee benefits solutions for both local and regional employers. With a strong focus on medical and ancillary benefits, the team at Kt&D brings valuable expertise to the table, making them an ideal choice for employers seeking tailored insurance solutions. This Philadelphia-based branch has successfully served a diverse range of clients, including top organizations such as Anesthesia Services PA, Ent and Allergy of Delaware, and Nephrology Associates. Notably, Anesthesia Services PA boasts a participant count of 190+, reflecting Kt&D's ability to handle large-scale benefits programs. Additionally, the broker has showcased its proficiency in the offices of physicians industry, consistently delivering effective solutions for clients in Delaware and beyond. As a part of a local brokerage firm, Kt&D's Philadelphia office combines the strength of a larger organization with the personalized touch of a community-focused provider. Their demonstrated experience with midsize employers further underscores their versatility in meeting the unique needs of businesses of varying scales. Choosing Kt&D means gaining a strategic partner with a proven track record, local insight, and a commitment to delivering tailored insurance solutions that empower employers and support the well-being of their workforce.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Creative Benefits, Inc. is a trusted employee benefits consulting and brokerage firm with offices in Newtown Square and Kingston, Pennsylvania. We support small, mid-sized, and large employers in the tri-state area and nationwide to deliver customized, strategic employee benefits solutions. Our core values—commitment, collaboration, client-focused, and compassion—guide every client relationship and drive our approach to meaningful, long-term partnerships. Our Mission It is our mission to establish enduring partnerships with our clients and their employees by building strategic, innovative, and optimal employee benefit programs that meet the needs of each organization. What We Do We design and tailor employee benefits programs to meet and support your organization’s unique needs. Our expertise covers medical, prescription, dental, vision, life insurance, short- and long-term disability, accidental death & dismemberment, supplemental life, voluntary benefits, as well as health savings accounts (HSA), flexible spending accounts (FSA), health reimbursement accounts (HRA), Section 125 plans and long-term care. What Makes Us Different We know that benefits can be confusing—we act as an extension of our client’s HR to assist with the intricacies of employee benefits strategies, benefits administration, and employee inquiries. What To Do Next Put our experience and strategic vision to work for your company. We’ll help you navigate the often-confusing, ever-changing healthcare industry and cultivate a program that best fits your company’s needs. Contact us today at [email protected] or 866.306.0200.

About Us For employers who want happier, more productive employees and want to go beyond standard programs, Populytics provides a comprehensive well-being strategy that's custom fit. We set ourselves apart by offering a complete portfolio that touches every aspect of well-being and is backed by a diverse team of professionals across multiple disciplines. Why Populytics Our total well-being solutions are supported by years of experience and are administered by certified, professional counselors, coaches, and educators. We are aligned with one of the largest health networks in the region, offering countless options and expert support. Health Care Industry Expertise: We’re connected to Lehigh Valley Health Network (LVHN), with 13 hospital campuses throughout a 10-county service region of Pennsylvania. Customized Services: Populytics’ suite of services can be designed for your unique needs, no matter how complex. Reliable History: Our company is built on a strong foundation of health care and insurance industry expertise, corporate wellness, behavioral health, data analytics, and years of industry successes. Quality Premise: Just like our goals in health care, our approach to services is quality-driven. We go to great lengths to ensure accuracy, efficiency, and highest quality in all we do. Mission: At Populytics, our mission is to increase the quality and value of the patient experience through advanced health care analytics insights and comprehensive population health management by transforming claims and clinical data into actionable strategies and solutions. Populytics integrates health plan management, advanced analytics, and clinical care delivery—facilitating the movement to value-based care. Claims and clinical data are collected and aggregated via advanced analytics tools to provide actionable information. This comprehensive solution closes the gap between payers and providers, resulting in higher quality care at a better value.

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes. Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions. We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation. With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results.

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.

Wades is a financial planning company that thinks differently about money. How? Well, we believe the truth about money is that it’s simply a means to an end. So we concentrate on that end: your aspirations, goals and family security. After we’ve established what you want to get out of life, the money part of the equation really takes care of itself. What we do OUR MANTRA It’s about people, not products. It’s about prudence, not performance. It’s about people attaining and then maintaining the life they want. It’s about families being financially secure. OUR METHODOLOGY We believe that until we really know about our clients’ lives and aspirations we have no right to talk to them about their money. That’s why our methodology is structured around them, not the market or the financial products currently available. This is exactly the opposite approach most Financial Planners adopt. Our approach has 3 key stages 1. LIFE PLANNING 2. FINANCIAL PLANNING 3. INDEPENDENT FINANCIAL ADVICE

Surety provides comprehensive title insurance protection and professional settlement services for homebuyers and sellers, real estate agents and brokers, mortgage lenders, commercial property professionals, homebuilders, developers and legal professionals to facilitate real estate purchases, construction, refinances or equity loans. Surety's thorough title searches, title clearance and title insurance policies help to produce clear property titles and enable the efficient transfer of real estate. As one of the largest local title insurance companies in New Jersey and Pennsylvania, Surety also offers title insurance and settlement services throughout the United States. Surety opened in March of 1992 and is known for its Nationwide Reach with Local Service. When you work with Surety, you're backed by an expert team poised to get your deal to the finish line, regardless of size and complexity. We have the industry-leading products, services and expertise you need to close your transaction efficiently — wherever you happen to be in the process. Our team of industry experts, veteran national underwriters and experienced local transaction managers all share one common goal: getting you — and your transaction — across the finish line. Every Title Insurance transaction is unique. We'd love to consult with you about yours. 1-800-90-TITLE | [email protected] | www.mysurety.com