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.

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.

Richards Benefitsfin Services in Beaver Dam, WI, stands out as a prominent insurance broker, boasting a larger office with a dedicated focus on delivering exemplary services to local and regional employers. Specializing in medical and ancillary benefits, this office has demonstrated its expertise across various industries, including depository credit intermediation, hospitals, and offices of dentists. With a proven track record, Richards Benefitsfin Services has earned the trust of notable clients, such as Dental Health Associates of Madison, a key player in the offices of dentists industry, Gundersen Boscobel Area Hospital and Clinics in the hospitals sector, and Horicon Bank in depository credit intermediation. Notably, these clients have participant numbers exceeding 140, 220, and 230, respectively. This office is an integral part of a local brokerage firm, emphasizing its commitment to the community and fostering strong relationships within the region. With a focus on midsize employers, Richards Benefitsfin Services brings a wealth of experience to the table, ensuring that clients receive tailored insurance solutions that meet their unique needs. For employers seeking a reliable partner in navigating the complexities of employee benefits, this Beaver Dam-based location proves itself as a go-to resource, combining local insight with industry expertise.

We believe in being long term partners with our clients--not just suppliers of goods and services. Any employee benefit firm can offer a menu of services to be purchased off the rack. What we do is far more complete. For example, we have helped clients underwrite their own risk to maximize health care dollar spend, helped our clients add meaningful medical management programs to improve overall group fitness, provided "gaps in care" insight to address large claim generaters, normalized "cost" vs "billed" data for provider/facility comparison, implemented pharmacy audits and have brought electronic "shopping" to a market sorely lacking in innovation and creativity. Whether you're talking product placement, specific strategy, implementation or communications, we're experienced professionals. IBS is not a training ground for beginners who learn the business at client expense. We believe in financial responsibility. We are careful with our money and we will be good stewards of yours as well. We firmly believe in complete and total planning. The trick is to start with a complete understanding of our markets and our customers. Then, and only then can the creative process begin. Because of our fundamental beliefs, nothing but the best work will ever leave my organization.

The Benefits Group, located in Milwaukee, WI, stands as a significant and proficient insurance broker, operating as a larger office with a strong focus on delivering expert solutions for local and regional employers, particularly in the realms of medical and ancillary benefits. As part of a local brokerage firm, this office is deeply committed to understanding and addressing the unique challenges faced by businesses in various industries. Demonstrating their expertise, The Benefits Group has successfully collaborated with industry leaders such as Appleseed Operations in the converted paper product manufacturing industry, Curative Care Network in vocational rehabilitation services, and New Berlin Plastics in plastics product manufacturing. Managing benefits for 770+, 120+, and 110+ participants, respectively, these partnerships underscore the broker's versatility in navigating the complexities of diverse industries. The Benefits Group showcases great proficiency across plastics product manufacturing, automobile dealers, and converted paper product manufacturing industries. Their demonstrated experience with midsize employers further solidifies their position as a reliable partner for businesses seeking tailored and effective benefit solutions. In the dynamic field of insurance brokerage, this office in Milwaukee proves itself as a go-to choice for employers looking for expertise and comprehensive services.

Health Insurance is constantly changing. Our goal at UIA Health Insurance is to find and deliver the plan that works best for you. We monitor health care reform daily and will lead you through these puzzling times. Our Mission is to provide a trusted and respected insurance resource, ongoing education and superior customer service, delivering excellence that exceeds all expectations. Whether you are a business, self-employed, single policy holder or getting ready for retirement we are here to assist you with researching and finding a cost-effective benefit plan that meets your needs.

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 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".

Welcome to the IBSi office in Milwaukee, Wisconsin, a regional hub of expertise in insurance brokerage services tailored for both local and regional employers. Specializing in medical and ancillary benefits, this office is a vital player in the insurance landscape, providing valuable solutions for businesses in the area. One of their standout features is their deep understanding of the needs of local and regional employers. With a focus on medical and ancillary benefits, IBSi Milwaukee has successfully partnered with companies like Maysteel Porters, a key player in the fabricated metal product manufacturing industry. This collaboration has resulted in comprehensive benefits packages, benefiting over 240 participants and enhancing the overall well-being of the workforce. Being part of a regional insurance broker firm, IBSi Milwaukee brings a wealth of collective knowledge and resources to the table. The team is adept at navigating the complexities of insurance offerings, ensuring that employers receive tailored solutions that align with their specific requirements. Their commitment to client satisfaction is evident in their successful track record with a diverse range of businesses in the region. For employers seeking a reliable and experienced insurance broker in Milwaukee, IBSi stands out as a trusted partner dedicated to optimizing employee benefits and overall business success.

USI Insurance Services, a leading national insurance broker, proudly operates an office in Sheboygan, Wisconsin, serving clients across the state, including North Carolina. With a focus on midsize employers, this branch has established itself as a prominent player in the Sheboygan market, boasting extensive experience and expertise. Notably, they have built a strong reputation for their specialized knowledge within the foundries industry. One notable client that exemplifies their commitment to tailoring insurance solutions is Nemak USA Inc., a prominent employer in the foundries sector. Collaborating closely with Nemak's HR and finance team, USI Insurance Services crafted a customized self-funding arrangement that perfectly aligns with the unique needs of their 100-member workforce. This successful partnership showcases the office's dedication to delivering personalized and effective insurance solutions. USI Insurance Services' comprehensive services extend beyond the Nemak USA Inc. account. They cater to a diverse range of employer clients, providing expert guidance in risk management and insurance solutions. Their goal is to empower organizations with the right coverage to safeguard their operations and employees, fostering long-term growth and success. With a commitment to excellence, USI Insurance Services' Sheboygan office stands out as a trusted partner in the insurance industry. Employers in the region can rely on their seasoned professionals to navigate the complexities of insurance and find the optimal solutions for their specific needs. Whether it's serving midsize companies or leveraging their deep understanding of the foundries sector, USI Insurance Services is the go-to choice for comprehensive and customized insurance brokerage services.

Vizance is a privately-held company that provides risk management, business insurance, employee benefits, personal insurance and financial service solutions to companies, families and individuals throughout the Midwest. Vizance has locations in Appleton, Green Bay, Hartland (Headquarters), Kenosha, Milwaukee, Oshkosh, Racine, Ripon, and Sister Bay. The agency has been the recipient of a number of awards, including Top Workplaces (1st Place), Best Places to Work (1st Place), Future 50, and Fastest Growing Firms.