Encore Benefits, located in Ogden, UT, stands out as a premier insurance broker specializing in comprehensive employer benefits solutions. With a keen focus on medical and ancillary benefits, their seasoned team boasts exceptional expertise tailored to the needs of both local and regional employers. This office has cultivated a strong track record of serving diverse industries, with notable proficiency in depository credit intermediation. Among their esteemed clientele is Cyprus Federal Credit Union, a leader in the depository credit intermediation sector based in UT. Encore Benefits has successfully catered to the specific needs of this institution, which boasts over 460 participants. This achievement underscores their ability to navigate the intricacies of the depository credit intermediation industry. Being an integral part of a local brokerage firm, Encore Benefits leverages its community-oriented approach to deliver personalized and impactful insurance solutions. Their commitment to understanding the unique challenges faced by businesses in the region sets them apart. Clients can expect a tailored approach that goes beyond the one-size-fits-all model, positioning Encore Benefits as a reliable partner in navigating the complexities of employee benefits.

Insurance Resources opened for business in August 1999 and was created to provide a niche market for coastal homeowner’s insurance and other difficult to place lines of insurance throughout Florida. Over the past twenty years Insurance Resources has grown to become a well-recognized and trusted independent insurance agency in St. Petersburg, FL. Along with providing homeowners insurance, our agency also offers other personal lines insurance, such as auto, flood, boat, and life insurance, and business and association insurance through a variety of admitted markets and brokers. Insurance Resources is a Trusted Choice independent insurance agency and a member of the national Strategic Independent Agents Alliance (SIAA), and local affiliation, Strategic Agency Network (SAN) of Florida. This partnership enables us to access numerous insurance markets for risk placement. We are also proud to be members of the Community Association Institute (CAI), Florida Association of Insurance Agents (FAIA), the Independent Insurance Agents and Brokers of America (IIABA), the St. Petersburg Chamber of Commerce, and the Tampa Bay Beaches Chamber of Commerce. Insurance Resources believes in giving back to the local Pinellas county community that has supported the agency over the past 20 years. Through our initiative, Insurance Resources Outreach, our agency has supported great organizations such as Alpha House, Angel Tree, CASA, Ronnie’s Run, and other local causes. At Insurance Resources we strive to educate and empower each one of our clients so they can make sound insurance and risk management decisions. By putting our client’s needs first, our agents develop optimal insurance solutions which gives our clients peace of mind.

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.

MGIS is a leading national insurance program manager experienced in building and managing specialized insurance programs for doctors. We partner with highly rated insurers and focus on disability and life insurance for practices of all sizes, types, and medical specialties. Insurance policies managed by MGIS are backed by the underwriting companies of Reliance Matrix and Certain Underwriters at Lloyd’s. We work exclusively through select brokers and insurance advisers. MGIS services are provided by MGIS affiliated companies: The MGIS Companies, Inc., Medical Group Insurance Services, Inc., and MGIS Underwriting Managers, Inc. (DBA as MGIS Professional Insurance Solutions in CA and MGIS Underwriting Agency in NY). MGIS services are provided by MGIS affiliated companies: The MGIS Companies, Inc., Medical Group Insurance Services, Inc., and MGIS Underwriting Managers, Inc. (DBA as MGIS Professional Insurance Solutions in CA and MGIS Underwriting Agency in NY).

Simplify Insurance, situated in Provo, UT, operates as a substantial local brokerage firm with a strong emphasis on employer benefits. This larger office stands out for its comprehensive approach, demonstrating significant expertise in addressing the unique needs of both local and regional employers. With a particular focus on medical and ancillary benefits, Simplify Insurance positions itself as a valuable resource in the dynamic Utah business landscape. The broker's success is exemplified through meaningful collaborations with top customers, including J & M Steel Solutions in the specialty trade contractors industry with 70+ participants, Kndrs in the restaurants and eating places industry with an impressive 480+ participants, and Veritas Funding in the nondepository credit intermediation industry with 100+ participants. These partnerships underscore the broker's versatility, covering industries such as specialty trade contractors, restaurants, and nondepository credit intermediation. As part of a local brokerage firm, Simplify Insurance ensures a personalized and localized approach to their services, aligning seamlessly with the specific needs of businesses in Provo. With demonstrated experience working with both midsize and small employers, this broker positions itself as a strategic partner, offering tailored benefits solutions that contribute to the success and well-being of employees and businesses in the region. Employers evaluating this Provo-based office can anticipate a collaborative and impactful partnership, benefitting from Simplify Insurance's commitment to delivering customized 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.

We maintain a highly trained professional staff where product knowledge is our forte. We will maintain the ability to place coverage with most major insurance companies doing business in the western states. We use those markets to arrange coverage for each of our customer's insurable exposures. We won't just promise great service, we will provide it.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines

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.