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.

Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide. With an extensive network of 250+ locations across 27 states, Leavitt Group's agencies offer a distinctive advantage with local ownership, delivering a personalized and consultative approach to commercial insurance, employee benefits, and personal insurance needs. With over 70 years in the insurance industry, Leavitt Group brings national strength and local trust to the communities and clients they serve. As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Employee Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.

Arnell, a distinguished employee benefits broker nestled in the heart of Ogden, UT, stands as a beacon of trust and reliability in the realm of corporate benefits management. With a localized approach and a deep understanding of the unique needs of businesses in the area, Arnell prides itself on delivering tailored solutions that empower both employers and employees alike. Drawing on years of expertise, Arnell specializes in curating comprehensive benefits packages that not only meet but exceed the expectations of their clients. Their commitment to personalized service ensures that each client, including industry leaders like SOLUTION SERVICES, INC., receives the attention and support they deserve. Whether it's crafting competitive health insurance plans, designing retirement savings options, or navigating complex compliance issues, Arnell is dedicated to simplifying the process and maximizing the value of every benefit offered. Driven by a passion for fostering thriving workplaces and supporting the prosperity of local businesses, Arnell continues to redefine the standard for excellence in employee benefits brokerage. With a focus on building enduring relationships and delivering results that matter, Arnell remains the trusted ally for businesses seeking to elevate their benefits offerings and enhance employee satisfaction.

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.

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.

Solutions for Your Most Important People Problems follow our blog at performanceresources.wordpress.com We have a simple mission: We increase your profits. We help businesses increase their profits, by reducing their people costs. Our clients hire better, fire less, manage better, and retain and develop top performers. We offer tools and systems that improve: • Selection of honest, hard-working employees, who show up for work, avoid substance abuse, are less often absent or tardy, and perform! • Performance of sales people and other employees. • Retention—Keep your good people. • Placement—Ensure that each candidate/employee is in the right job. • Promotion—Avoid “promotion failure” due to the Peter principle. • Coaching—Get the most out of your people resources. • Career development—Give them a reason to want to stay with you. • Customer service—Is there anything more important? • Management—People don’t leave jobs, they leave managers. Fix this. • Recruiting—Maximize your candidate pool, manage it efficiently. • Performance Management –Turn this into something productive! Our tools are scientifically designed and validated. We customize the measures to reflect the needs and values of jobs in your company. Each assessment has been tested to ensure compliance with EEOC and Department of Labor standards; use of our tools may provide a positive defense against claims of discrimination.

PDR Insurance Agency is a full-service insurance agency. We maintain relationships with local, regional and national carriers, writing all lines and types of coverages. Allow us to analyze your current situation and recommend what insurances make the most sense for your company and employees. We also offer a full service payroll and benefits service that saves companies time and money.

Since 1961 Beehive Insurance has been in the business of building trust. We specialize in all types of Commercial Insurance which includes General Liability, Property, Auto, Workers Compensation, Inland Marine, Umbrella and many others. Our Employee Benefits division can also handle all of your company's needs in creating an Employee Benefit Plan. Beehive Insurance can handle your personal insurance needs as well. Whether it's home and auto, life and health, or even insurance for your toys, we have the insurance solutions you need.

As a global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and beyond. In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 17,000 colleagues in 21 countries. ​ Ready for your next opportunity? We're looking for people with the entrepreneurial mindset and bold thinking required to meet our goals and serve our clients. ​ Additionally, you'll join a team that is committed to making an impact in our communities, For example, we have special partnerships with Helen DeVos Children’s Hospital, University of Pittsburgh Medical Center Children's Hospital, and Blythedale Children’s Hospital. Learn more at Acrisure.com.

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.