Forrest T. Jones & Company (FTJ) is an insurance agency and administrator that was established in 1953 to provide insurance products and other financial services to members of associations and other affinity groups. FTJ currently provides insurance programs to more than 80 national associations and employer groups with more than 1.5 million members. We work with more than 30 of the nation’s leading insurance companies to provide members / employees with access to high quality insurance plans—many with special features and benefits not readily available elsewhere—at favorable group rates. As the flagship of an enterprise that includes two life insurance companies, a reinsurance company, and a FINRA broker/dealer, FTJ offers an exceptional level of strength and flexibility for our association and affinity group clients. Throughout the years, FTJ has worked hand-in-hand with its clients in adding value to member and customer programs through quality insurance products. FTJ has been family owned and managed since its inception, and we pride ourselves on maintaining close, personal relationships with our clients. We strive to meet their needs in a dynamic environment by applying the latest technology, marketing expertise, and our relationships in the insurance industry to attain the best possible insurance plans for their members and support those plans with old-fashioned, high-touch personal service. The company is headquartered in Kansas City, Missouri.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.

Hallier Reed LLC, nestled in the heart of Kansas City, MO, operates a robust and sizeable office, positioning itself as a prominent player in the insurance brokerage landscape. With a focus on serving local and regional employers, this branch boasts exceptional expertise in the realm of medical and ancillary benefits. Their extensive experience is evident through successful collaborations with major entities, exemplified by partnerships with industry leaders like the Kansas City Royals Baseball Corporation and Koch & Co. This larger office is not only well-versed in catering to the unique needs of businesses but has also showcased proficiency in managing sizable participant groups. Notably, their adept handling of the Kansas City Royals Baseball Corporation, a prominent player in the spectator sports industry, with a participant count exceeding 720, underscores their prowess in navigating the intricacies of such specialized sectors. Hallier Reed LLC's commitment to excellence extends beyond individualized sectors, demonstrating commendable expertise across spectator sports industries. As part of a local brokerage firm, this office leverages its community ties and local insights to provide tailored solutions. With a proven track record of servicing large employers, Hallier Reed LLC in Kansas City stands as a reliable partner for businesses seeking comprehensive and expertly tailored insurance solutions.

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.

Located in the heart of Kansas City, Virtus's expansive office stands as a formidable resource for employer benefits buyers seeking comprehensive insurance solutions. Boasting a considerable track record, this very large office has proven expertise in serving both self-funded and midsize to large employers. Their depth of experience positions them as a valuable ally for businesses navigating the complexities of stop loss, limits, pharmacy costs, and HR consulting. With a diverse portfolio, Virtus in Kansas City has successfully catered to an array of industries, including nursing and residential care facilities, metalworking machinery manufacturing, and personal care services. Their proficiency extends beyond mere insurance coverage; they offer insights and guidance that transcend industry boundaries. As a key player in the local brokerage scene, Virtus's Kansas City branch is deeply entrenched in the community. Notable clients such as Fairwave Holdings in the restaurants and eating places sector, Gilead Group in the management of companies and enterprises industry, and Midwestern Baptist Theological Seminary in educational services attest to their prowess in tailoring solutions for specific needs. In navigating the intricacies of employer benefits, Virtus in Kansas City stands out not only for its scale but also for its personalized approach, making them a strategic partner for businesses of varying sizes and industries.

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.

The McInnes Group is a multi-faceted Benefits, Marketing, and Consulting Firm composed of Professional Benefits and Financial Services Specialists. Our areas of specialization include design, marketing, implementation, and integration of employer-sponsored plans, including employee benefit plans, 401k plans, defined benefit plans, executive compensation plans, key person, and succession planning. Through our partnerships and affiliations, we are able to provide our clients with reliable financial products and industry-leading resources for corporate and estate planning. We design each plan with your current situation as well as your long term goals in mind. You've known us as an industry leader in the employee benefits and financial services industries for over 35 years, and we are proud of our past accomplishments, but look forward to our bright future. As we move forward, we are committed to addressing the leadership's entire benefits package to help give you long-term strategic value for the Company, Employees, and Owners. Securities and Investment Advisory services offered through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA / SIPC. McInnes Group, Inc. is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. AR Insurance License 2110070 and CA Insurance License 0M97047

Watko Benefit Group was formed in September of 2003 with a focus on healthcare plan development and innovative vendor management. Watko is a full-service employee benefits provider with a consistent focus on our customer’s benefits needs. Our client base includes companies of all sizes, industries, and needs with locations throughout the midwest. Watko continues to grow as we help employers control plan costs with innovative plan design and various health management strategies. Our typical engagements include a variety of employee benefit plan consulting projects with a focus on helping employers control their health care spend. Over the years, our expertise has expanded to self-funded programs with a concentration on Direct Primary Care Clinics, pricing transparency, employee concierge services, benefits captive programs, and specialty centers of excellence and surgical networks. This expertise has proliferated the growth of our business and enhanced the purpose that it brings to our customers. Watko Benefit Group is structured to serve client needs in a highly specialized and technical manner. Our experience and tendency to push the envelope leads to better results for our customers. In addition, our experience in healthcare and ancillary benefits marketing allows us to bring our customers great insight and assure they maximize the value of every dollar spent on their employee benefit plans.