Connecting you to a stronger financial future

At Alera Group, we harness the power of collaboration to bring you greater connectivity. Connectivity to specialists across our offices to bring you unique solutions. Connectivity with our network of resources to bring you the right products. Connectivity with data and insights to help you navigate increasing industry complexities.  It’s how we help you manage risk, build your business, strengthen financial opportunities and reach the future you’ve always imagined.

Connecting to help you protect and grow

Our story is built on a culture of constant collaboration. It’s what allows us to deliver personalized service that helps businesses, individuals, families and communities drive value and achieve their goals.

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PRODUCTS & SERVICES

Our Areas of Expertise

Employee Benefits

Optimized solutions to help grow and protect your business.

Personal partnerships in finance, compliance, technology, communications and more. 

National collaboration across market segments, industries and practice areas. 

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Property and Casualty

Products, tools and services that help you mitigate risk, control costs and protect what matters most.

 

Industry expertise.

 

Risk management and consulting.

 

Claims advocacy and management.

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Wealth Services

Comprehensive solutions in wealth management, protection and transfer and business solutions.

 

Planning for individuals, families, business owners, non-profits and foundations.

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Retirement Plan Services

Plan design and servicing of 401(k), profit sharing, defined benefit, cash balance, 403(b), 457, PEP and deferred compensation offerings.

 

Solutions that meet unique needs and satisfy fiduciary responsibilities.

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Expert education

Events and Webinars

CXC Solutions – Form 5500 Series Webinar

CXC Solutions, an Alera Group preferred vendor, will host an upcoming webinar dedicated to the Form 5500 Series and provide guidance on how to complete this required employer documentation. The event will be held on Wednesday, June 26 from 12:00 p.m. to 1:00 p.m. CT.

June 26, 2024 at 12:00 pm CT | Virtual

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Employee Benefits

[Alera Engage] Benchmarking for the Win: How Does Your Benefits Program Rate?

Ask our clients about the No.1 tool that helps them develop an impactful benefits program, and they'll tell you is benchmarking.

July 18, 2024 at 01:00 pm CT | Virtual

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Wealth Services

State of the Markets

Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.

July 24, 2024 at 11:00 am CT | Virtual

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State of the Markets

Thought leadership

Insights

Property and Casualty

Property Insurance Rate Increases Easing for Real Estate Sector

After six consecutive years of steep Property Insurance rate increases, many organizations in real estate development and property management may finally experience a more palatable renewal.

June 18, 2024

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Wealth Services

Weekly Market Update

Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news.

June 17, 2024

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Employee Benefits

How To Lower Healthcare Costs While Improving Benefit Offerings

Join us on June 20 for a one-hour webinar designed to help you eliminate wasteful healthcare spending while providing your employees with benefits that attract and retain talent. We’ll take you through our three-step solution.

June 11, 2024

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Wealth Services

Weekly Market Update

Stocks rose last week despite conflicting stories from economic reports.

June 11, 2024

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Wealth Services

Monthly Market and Economic Update - May 2024

Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

June 10, 2024

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Ready to work with us?