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. ### Please see my website for additional information and disclosures. Third party comments may not be representative of all customer experiences. Securities by licensed Individuals Offered Through Securities America, Inc. A Registered Broker/Dealer Member FINRA, SIPC The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Securities America, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.

We do more than check boxes. We think outside of them. Forsite Benefits & Wellness is disrupting the employee benefits space in Wisconsin by challenging what business owners should expect from their benefits broker. Our mission is simple; make health care more affordable for business and their employees, and improve the overall employee experience through healthcare education, engagement, and empowerment. Our team has guided over 300 clients in driving down future claims to ultimately build a sustainable budget. Get the most out of your employee benefits with Forsite; a team of innovators and powerful technology that develop healthier, better-informed healthcare consumers. We go above and beyond a vendor relationship to become an extension of your company. Learn who we are at www.forsitebenefits.com

Located in Wausau, WI, the Hub International office stands as a seasoned insurance broker catering to the diverse needs of employers in the region. As part of a prominent national insurance brokerage firm, this office brings a wealth of expertise to the table, fostering solid partnerships with local and regional employers. With a focus on self-funded clients, their proficiency is evident in successful collaborations, including notable clients such as Mid-State Truck Service within the motor vehicle dealers industry. Impressively, they manage benefits for 80+ participants in this particular sector, showcasing their commitment to tailored solutions. Noteworthy is their extensive experience working with small employers, reflecting a nuanced understanding of the unique challenges faced by businesses of varying sizes. This nuanced approach positions them as a valuable resource for employers seeking comprehensive and personalized insurance solutions. The Hub International office in Wausau combines local insight with the backing of a national powerhouse, creating a synergy that benefits clients seeking reliable and tailored insurance services. Whether navigating the intricacies of self-funded plans or assisting small businesses, this office demonstrates a track record of proficiency and commitment to meeting the diverse needs of its clientele.

Cottingham & Butler Insurance Services (a regional insurance brokerage firm serving several areas) is headquartered in Dubuque, Iowa. Cottingham & Butler is committed to finding the best insurance solutions at the best prices. The company's Madison office has the top M Score of 5 due to a wide range of experience and positive customer feedback for their service and outcomes. The Madison, WI, market employs 333,800 people who depend on their employer for many benefits, including health insurance. Cottingham & Butler Insurance Services offers medical insurance, voluntary benefits, and other services for all sizes of employers. Providing comprehensive medical benefits to employees and voluntary benefits can help to retain your employees. Cottingham & Butler Insurance Services Inc. Madison is highly rated by customers based on their employer reviews. Insurance brokers should help guide your company through steps like open enrollment and challenging claims. Cottingham & Butler Insurance Services Inc.'s Madison office works with several insurance carriers, including Aflac and United Healthcare.

Cottingham & Butler is the 5th largest privately held broker in the U.S., the 29th largest insurance broker in the U.S. and a recognized leader in offering innovative property & casualty and employee benefit insurance solutions. The company is headquartered in Dubuque, Iowa, and employs over 1,000 employees across the U.S. Better Every Day. That's our promise to our clients. We deliver better advice, better service, and better ideas than our competitors. Every Day. It's a commitment to challenging conventional wisdom, innovating, improving how we serve our clients and growing as industry professionals. This approach has produced superior results for our clients, and a growth track record that has propelled us forward since 1887.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.

M3 is a top insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work. For more information on M3, visit m3ins.com.

We are an independent insurance agency specializing in business insurance, individual insurance, and employee benefits. We do business across the Midwest with locations in Eau Claire, Wausau, and Pewaukee, Wisconsin. Here at MSIG, we pride ourselves on making insurance easy for our clients. Whether this involves providing guidance, creative insurance solutions, 1-on-1 enrollment support, innovative technology, or something else, we expect our clients to walk out winning! We have been making insurance easy since 2012, and will continue to find new creative ways to make it easier well into the future. Feel free to contact us if you are looking for an insurance quote, have questions about an existing policy, want to join our team, or simply want to know more about MSIG! MSIG specializes in identifying richer and/or more suitable coverage for individuals and businesses at lower costs. We are committed to educating our clients and developing long-term solutions. There is a reason we have been labeled: "The best-kept secret in employee benefits".

The BenefitWorks is a trusted local insurance broker with a presence in Madison, Wisconsin. With a focus on serving clients of large and midsize employers, they have established themselves as experts in a variety of industries. One of their notable clients is RenewAire LLC, a prominent employer in the ventilation, heating, air-conditioning, and commercial refrigeration equipment manufacturing industry. Collaborating closely with RenewAire LLC's HR and finance team, The BenefitWorks successfully designed and implemented a comprehensive range of healthcare plans, including HMO, PPO, PBM, and drug plans. These plans were tailored to address the unique needs of RenewAire LLC's 130 employees. The BenefitWorks' experience and expertise across a diverse range of client sizes and industries have earned them a strong reputation in the industry. They have consistently delivered high-quality services, resulting in a good M Score that reflects their outstanding performance. The BenefitWorks' Madison office serves as a central hub for their operations, enabling them to efficiently serve clients throughout Florida. Their local presence allows them to understand the specific insurance requirements of businesses in the region and offer personalized solutions. In addition to their work with RenewAire LLC, The BenefitWorks has established relationships with other esteemed employers such as Strand Associates, Inc., Electric Coalition of Wisconsin, and Switchgear Power Systems LLC. Their expertise extends beyond the ventilation and electrical equipment manufacturing industries to encompass architectural, engineering, and related services. For businesses in Florida seeking comprehensive insurance solutions tailored to their needs, The BenefitWorks is a reliable partner. Their commitment to expertise, personalized plans, and exceptional service positions them as a go-to insurance broker in the region.

USI Insurance Services in Green Bay, WI, stands out as a trusted partner for local and regional employers seeking comprehensive insurance solutions, with a specialized focus on medical and ancillary benefits. With a robust track record, they showcase notable expertise in industries such as motor vehicle parts manufacturing and printing-related support activities. This office location has successfully catered to prominent clients, including J J Keller & Associates in the printing industry and Winsert in motor vehicle parts manufacturing. Their tailored solutions have benefited J J Keller & Associates, boasting a participation of 1660+, and Winsert, with 320+ participants. The depth of their industry knowledge extends beyond serving these key clients, demonstrating a commitment to understanding the unique needs of businesses in motor vehicle parts manufacturing and printing-related support activities. Being part of a large national insurance brokerage firm, USI Insurance Services in Green Bay brings the strength and resources of a nationwide network to the local market. Their commitment to excellence is underscored by a proactive approach to helping employers navigate the complexities of employee benefits, ensuring a seamless and effective insurance experience for businesses in the Green Bay, WI area.

HUB International, a leading national insurance consultant, operates an office in Waukesha, Wisconsin, catering to a diverse range of clients. With extensive experience in the insurance industry, they specialize in serving self-funded clients, offering tailored solutions to meet their unique needs. Notably, HUB International's Waukesha office has successfully collaborated with Allevity Hr & Payroll, an esteemed employer in the professional, scientific, and technical services sector. Together, they designed a comprehensive self-funding arrangement, including a customized HMO plan and PPO plan, perfectly aligned with the requirements of Allevity's 30-member workforce. HUB International excels in working closely with clients to ensure their satisfaction. They have demonstrated proficiency in managing HMOs and crafting solutions that best suit clients' needs. Additionally, their expertise extends to collaborating with clients and PPOs to create optimal plans for members. HUB International also boasts considerable knowledge in working with pharmacy benefit managers (PBMs) and other specific pharmacy providers. The Waukesha office of HUB International serves a broad spectrum of employers, ranging from large corporations to midsize and small businesses. Noteworthy clients include Alta Resources, Benevolent Corporation Cedar Community, Butler America Aerospace LLC, and Foot and Ankle Specialists of The Mid-Atlantic LLC. Their services extend beyond Wisconsin to encompass California, Ohio, Georgia, Indiana, Florida, Texas, Connecticut, Maryland, Illinois, Missouri, and New York. With an outstanding M Score, HUB International's Waukesha office showcases a wealth of expertise and experience, catering to various client sizes, industries, and insurance products. While they are recognized as one of the top brokerages in the Milwaukee, WI market, it is worth noting that some customers have expressed concerns through lower reviews, suggesting a potential area of improvement that you may want to consider while evaluating potential partners.