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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Ready to work with us?

Expert education

Events and Webinars

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

Employee Benefits

Driving Communications and Engagement: Open Enrollment

Our experts will walk you through a strategic planning process to make sure you’re sharing in a way that not only drives employee awareness and engagement but also reaches your workforce across platforms with what they need to know about choosing the right benefits for them and their families. 

August 15, 2024 at 01:00 pm CT | Virtual

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Alera Engage - Webinar

Employee Benefits

Q3 Compliance Update

Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.

September 3, 2024 at 01:00 pm CT | Virtual

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Thought leadership

Insights

Wealth Services

Weekly Market Update

Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates.

July 22, 2024

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Retirement Plan Services

The Magic Number Gap: Bridging the Divide Between Expectations and Reality

A troubling trend has emerged in the retirement planning space: The “magic number” — or amount of money Americans believe they need to retire comfortably — has surged to an all-time high, even as actual retirement savings have declined. This growing disparity or “magic number gap,” highlights a significant and escalating challenge for both participants and plan sponsors.

July 17, 2024

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Two Proven Methods to Pay Off Debt

As you’re thinking about how to pay off your current debt, you may be wondering how to prioritize. The two most common debt prioritization strategies are the snowball method and the avalanche method.

July 16, 2024

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Property and Casualty

Why a Crop Insurance Broker Is an Essential Partner for Agricultural Producers

In a volatile environment for agriculture business, a thorough, customized program of risk management and property and casualty insurance ― including Crop Insurance ― is essential. And for that, farmers, ranchers and other growers need to work with a certified Crop Insurance broker.

July 16, 2024

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Wealth Services

Weekly Market Update

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in.

July 15, 2024

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Ready to work with us?