Dahlke Inc, situated in Wausau, WI, stands as a distinguished local brokerage firm specializing in employer benefits. Their expertise shines particularly in catering to local and regional employers, with a focus on medical and ancillary benefits. The firm’s proficiency is notably visible in their work with prominent clients within specific industries. One of their top clients, Abbyland Foods, operates in the animal slaughtering and processing industry. Dahlke Inc has adeptly managed benefits for over 80 participants at Abbyland Foods, showcasing their capability to handle complex benefit structures in this unique sector. This expertise is not limited to a single client; Dahlke Inc has established itself as a knowledgeable partner across the animal slaughtering and processing industries. Another key client, Custom Fabricating & Repair, belongs to the fabricated metal product manufacturing industry. Here, Dahlke Inc has successfully administered benefits for more than 420 participants. This demonstrates their versatility and ability to tailor benefit solutions to different industry needs while managing a significant number of participants. Dahlke Inc’s approach is characterized by a deep understanding of the local business landscape and the specific challenges faced by employers in these industries. Their proficiency in handling substantial participant numbers and diverse industry requirements makes them a valuable ally for employers seeking comprehensive and tailored benefits solutions. With their local roots and regional expertise, Dahlke Inc is well-positioned to cater to the nuanced needs of Wisconsin-based businesses.

At Compass Health, we have over 35 years of experience in the Health & Life Insurance industry. We are a contracted general agency with Florida Blue Cross & Blue Shield. We provide Health insurance, Life insurance, Annuities, Pre-need & Prescription coverage to all 67 Florida Counites. For over 14 years, we have provided the residents of Florida with best-in-class coverage and support. With 15 state-wide retail storefronts, 2 sales and support centers, and over 300 agents, We are Floridians, Helping Floridians.

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.

Spectrum Benefits LLC, a regional insurance broker with an office located in Medford, Wisconsin, is known for its expertise in serving clients across large, midsize, and small employers. Their office in Medford specifically showcases their successful collaboration with Forward Bank, a prominent employer in the depository credit intermediation industry, employing 110 individuals. Spectrum Benefits LLC worked closely with Forward Bank's HR and finance team to establish a tailored self-funding arrangement, HMO plan, PBM, and drug plan designed to address the unique needs of their members. With an impressive client roster including Wausau Tile Inc, AbbyBank, Engendren Corporation, and Forward Bank, this location of Spectrum Benefits LLC serves as a trusted insurance partner for businesses in Medford, Wisconsin. They rank among the top brokerages in the market, boasting extensive experience and expertise in catering to the insurance needs of local businesses. Spectrum Benefits LLC's knowledge extends across various industries, with strong expertise in depository credit intermediation and miscellaneous manufacturing sectors. Their wide range of experience and proficiency in working with self-funded employers, HMOs, and specific pharmacy providers enables them to deliver comprehensive insurance solutions that best meet the needs of their clients. With their dedication to client satisfaction and their exceptional M Score, Spectrum Benefits LLC has established a reputation for excellence. Employers in Medford, Wisconsin, can rely on their expertise, industry knowledge, and commitment to delivering tailored insurance solutions to protect their businesses and employees.

At Hausmann Group, we are dedicated to doing the right thing, and being the very best for our clients, employees, and community so they can reach their highest potential. We are a full-service independent insurance agency with offices located in Madison and Milwaukee, Wisconsin. From our neighbors in Wisconsin to large companies across the country, we offer wide-ranging insurance and business services to support our clients now and into the future. Our business units include: Property & Casualty Insurance, Employee Benefits Consulting, Data Analytics, Surety/Bonds, Claims Management, Health and Safety Consulting, Human Resources Consulting, Personal Insurance, Wealth Management and Retirement Planning. Hausmann Group is rooted in integrity, driven by excellence, and values being a part of our community. We bring these tenets of strength to life for both clients and employees through our core values.

At Hausmann Group, we are dedicated to doing the right thing, and being the very best for our clients, employees, and community so they can reach their highest potential. We are a full-service independent insurance agency with offices located in Madison and Milwaukee, Wisconsin. From our neighbors in Wisconsin to large companies across the country, we offer wide-ranging insurance and business services to support our clients now and into the future. Our business units include: Property & Casualty Insurance, Employee Benefits Consulting, Data Analytics, Surety/Bonds, Claims Management, Health and Safety Consulting, Human Resources Consulting, Personal Insurance, Wealth Management and Retirement Planning. Hausmann Group is rooted in integrity, driven by excellence, and values being a part of our community. We bring these tenets of strength to life for both clients and employees through our core values.

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.

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.

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,000+ Associates doing business in over 125 countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. For 14 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2022 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.

Brown & Brown of Wisconsin, a highly reputable local insurance broker based in Onalaska, Wisconsin, provides exceptional service to clients across Illinois, Virginia, Texas, Georgia, and Louisiana. With a stellar track record of delivering excellent customer service and industry expertise, they have garnered high praise from their satisfied clientele. Notably, their work with Westby Co-Op Credit Union, a prominent employer in the depository credit intermediation industry, showcases their ability to collaborate effectively with HR and finance teams. They successfully established a comprehensive self-funding arrangement, which included tailored HMO, PPO, PBM, and drug plans designed specifically to meet the unique needs of the credit union's 180 members. Brown & Brown of Wisconsin serves a diverse range of clients, including Bethany Lutheran Homes Inc, Brunner Manufacturing Co., Inc., Westby Co-Op Credit Union, and Brunner Wire Products Inc. They have established themselves as one of the leading brokerages in the La Crosse, WI market, earning a solid reputation for their extensive experience and expertise in serving large, midsize, and small employers. Their strong industry knowledge spans across fabricated metal product manufacturing, depository credit intermediation, as well as professional, scientific, and technical services. This expertise enables them to navigate the complexities of working with HMOs and PPOs, ensuring that their clients' needs are met effectively. Moreover, their experience with PBMs and other pharmacy providers further enhances their ability to deliver comprehensive insurance solutions. With a commendable M Score, which reflects their wide-ranging experience and proficiency in catering to clients of varying sizes and industries, Brown & Brown of Wisconsin has established itself as a trusted partner in the insurance industry. Businesses seeking customized insurance solutions can rely on their exceptional service and wealth of knowledge to protect their assets and mitigate risks effectively.