Company founded in 2002 under the laws of the Commonwealth of Puerto Rico to exercise insurance. We specialize in Fringe Benefits Management, Credit Insurance, Extended Warranties and Special Products. Our platform is designed so that our services are effectively directed into a solid structure of services. Management team has over 20 years of experience in the insurance field. Our platform currently serves more than 40,000 insured credit and offer coverage to more than 250,000 policyholders. It is anticipated that for 2018 premiums will exceed all expectations.

Escalaassociates, based out of Miami, FL, stands out as a premier insurance broker specializing in providing comprehensive employee benefits solutions for local and regional employers. With a dedicated focus on medical and ancillary benefits, this office location has established itself as a reliable partner for businesses seeking expert guidance in navigating the complex landscape of employee benefits. Drawing on their extensive experience, Escalaassociates has cultivated a deep understanding of the needs of various industries, including professional and commercial equipment and supplies merchant wholesalers and employment services. Notable among their clientele is the Youth Co-Op, a key player in the employment services industry in FL, boasting 230+ participants. Additionally, Heritage Food Service Group, based in IN and operating in the professional and commercial equipment and supplies merchant wholesalers sector, entrusts Escalaassociates with the well-being of its 50+ participants. As part of a local brokerage firm, Escalaassociates brings a localized touch to their services, ensuring a nuanced understanding of the unique challenges faced by businesses in the Miami area. Their commitment to excellence and proven track record make them a valuable ally for employers seeking tailored and effective employee benefits solutions.

Rda Benefits Group in Miami, FL, stands out as a formidable insurance broker, operating from a larger office with a robust team of experts. Specializing in employer benefits, their focus extends to both local and regional businesses, where they excel in tailoring medical and ancillary benefit solutions. With demonstrated proficiency in serving midsize and small employers, Rda Benefits Group has proven its adaptability across various business scales. This Miami-based branch showcases notable expertise in the air transportation industry, exemplified by their successful partnership with Sky Lease I, a prominent player in Florida with over 210 participants. Rda Benefits Group's in-depth understanding of the intricacies within the air transportation sector positions them as a valuable asset for businesses in this domain. Being part of a local brokerage firm, Rda Benefits Group combines the advantages of a well-established network with the personalized service characteristic of a local entity. Their commitment to client satisfaction is evident in their track record of catering to the unique needs of diverse industries, ensuring that each client receives tailored solutions to optimize their employee benefits programs. With a reputation for excellence and a client portfolio reflecting their versatility, Rda Benefits Group's Miami office is a compelling choice for employers seeking comprehensive and customized insurance solutions.

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.

Forum Shops is a facilities services company based out of 1649 Forum Pl Ste 11, West Palm Beach, FL, United States.

EOI Service Company is a national benefits communication and enrollment firm that brings 40 years of experience to the design, communication, and enrollment of core and voluntary benefits and other value-added services. EOI communicated and enrolled the first-ever employer sponsored universal life plan in 1979 at Harris Bank, Chicago’s third largest bank. EOI also implemented the first micro-computer worksite benefit enrollment, the first combined universal life and term plan, and the first universal life with long term care rider plan. We expanded into the areas of benefit statement enrollments and core benefit enrollments in the late 1990s and currently offer state of the art technology in these areas. Today, EOI excels in the following areas: - Expert evaluation of the voluntary benefit market - Electronic core/voluntary benefit enrollments - Custom-designed electronic and print communication campaigns - Creation and distribution of total compensation statements - Coaching employees to appropriate medical plan options - On-boarding of technology platforms - Dependent eligibility audits - Replacement of existing non-performing voluntary benefit programs Our scope of operation is national with roughly half of our business coming from the eastern United States and half from the western United States. We are active in enrollments that include one-on-one on-site employee counseling, call center enrollments, and self-service programs. EOI is appointed, licensed, and represent clients in all 51 jurisdictions with regional offices in California, Colorado, Illinois, New York, and Texas.

Employee Benefits Consulting/Brokering, Fort Lauderdale, FL

EBG is one of the fastest growing e-commerce companies in the country that specializes in travel and entertainment, and also offers other retail products and services, voluntary benefits, and insurance. EBG powers a robust portfolio of technology solutions and operates a network of employer and membership-based platforms reaching a captive audience, providing leading brands with incremental distribution opportunities. EBG is a b2b2c company. The EBG platforms are: - TicketsatWork - Plum Benefits - Working Advantage - Beneplace - MemberDeals

Corporate Financial Services (CFS), based in Miami, FL, is a distinguished provider of financial programs tailored for professionals, business owners, and their companies. This Miami office, noted for its larger size, excels in offering specialized expertise to local and regional employers, particularly in managing medical and ancillary benefits. CFS's adeptness in navigating the intricacies of the hospitals industry is exemplified by their successful partnership with Health First Shared Services, a notable entity in the Florida healthcare sector with over 6030 participants. Moreover, CFS's Miami branch stands out as a part of a local brokerage firm, underscoring its strong connection and commitment to the regional business community. This office is particularly renowned for its proficiency in handling the needs of large employers, a testament to its deep understanding of the unique challenges and requirements of this segment. For over 50 years, CFS professionals have been delivering superior service, underpinned by a commitment to crafting carefully constructed plans. This approach is rooted in a comprehensive discovery process that enables a deep understanding of clients' financial situations, ensuring solutions are aligned with their priorities. In summary, Corporate Financial's Miami office is a robust and experienced player in the insurance brokerage field, with a specific forte in serving large employers in the healthcare sector and a strong regional focus.

Associated Financial Consultants & Investor Services is dedicated to the creation and conservation of lifetime assets. We provide financial solutions to complex situations and challenges that are easy to digest, understand, strategize from and most importantly execute, track and adapt to. Our clientele consists of a wide variety of individuals, who are both well-established or establishing themselves, and companies of all sizes, both local and national. We believe that every individual and company is unique – such as ourselves – with a wide array of goals and challenges throughout multiple stages, whether it’s finding success, during success or with continuing success. Therefore, every solution needs to be tailored and customized with a unique approach. Associated prides itself on being independent for over 40 years, and it’s our goal to continue helping others remain unique and independent for many generations to come. ### Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities (Associated Investor Services, Inc. and Associated Financial Consultants, Inc.) and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Shirley Sastre Souto's Miami, FL office is a prominent player in the insurance brokerage landscape, operating from a larger office with a proven track record of catering to the unique needs of both small and midsize employers. Specializing in employer benefits, their seasoned team possesses extensive experience in working with self-funded clients, offering comprehensive support to local and regional employers. This distinguished office boasts a diverse portfolio of clients, including notable names such as Adonel Concrete Corp, a key player in the foundation, structure, and building exterior contractors industry, All American Containers in the miscellaneous nondurable goods merchant wholesalers sector, and City National Bank of Florida in the depository credit intermediation industry. With participant numbers exceeding 130, 100, and 240 respectively, these client success stories underscore the broker's commitment to delivering tailored solutions across different industries. Shirley Sastre Souto's Miami team stands out for its exceptional expertise in air transportation, depository credit intermediation, and fruit and vegetable preserving, and specialty food manufacturing industries. As part of a local brokerage firm, they bring a nuanced understanding of the regional business landscape, further enhancing their ability to provide personalized, strategic guidance. With demonstrated proficiency in serving both small and midsize employers, this office is a reliable partner for businesses seeking comprehensive and customized insurance solutions.