Our Areas of Expertise

Employee Benefits

Capabilities include cost containment and plan design, benefits administration, compliance, employee communication, benefits technology and vendor management.

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Property & Casualty

Capabilities include property and casualty insurance, corporate and individual risk management, environmental liability expertise and M&A services.

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Wealth Services

Capabilities include financial planning, retirement planning, investment advice, personal insurance, estate planning and brokerage services.

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Recent Updates From Alera Group


Legal Alert: CMS Omnibus COVID-19 Healthcare Staff Vaccination Interim Final Rule

Nov 19, 2021
The Centers for Medicare and Medicaid Services (CMS) released an interim final rule regarding mandatory vaccinations of healthcare staff to protect against COVID-19. The interim final rule is effective as of November 5, 2021. CMS found good cause to take immediate action without comment period... Read More

Schwartz Insurance Agency Joins Alera Group in Latest Acquisition

Nov 18, 2021
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of Schwartz Insurance Agency, an Arizona based firm specialized in commercial insurance. “We focus on our clients’ objectives and then apply our knowledge, experience... Read More

Alera Group Acquires California’s McSherry & Hudson Insurance Services

Nov 16, 2021
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of McSherry & Hudson Insurance Services, an independent, full-service insurance brokerage firm offering property and casualty, industry-specific risk management, surety, loss... Read More


Wellbeing Resources: Navigating Family Conflict, Sticking to a Holiday Budget and More

Nov 23, 2021
Happy (almost) Thanksgiving! When it comes to wellbeing, employers often find themselves challenged by how to approach a shift from a traditional wellness model to a comprehensive and holistic program that supports the whole person. Here's how we can help.  Career... Read More

Personal Umbrella Insurance: Peace of Mind to Enjoy the Life You’ve Earned

Nov 12, 2021
By most standards, Lisa and Joe are living the American dream. Hard-working professionals, they have three children, a pet chocolate Lab, a combined annual income of about $450,000, a 10-room colonial in the suburbs and a cabin in the mountains — about a three-hour drive from their primary... Read More

Supporting Your Workers with Mental Health Employee Benefits

Nov 08, 2021
Many workers are struggling with depression, anxiety and other mental disorders. Around 1 in 5 U.S. adults live with mental illness, according to the National Institute of Mental Health. In the 26 to 49 age range, the rate of mental illness is 25%. Stress is also common, and although... Read More


2 Dec Vaccine Mandates:
Legal Challenges
@ 1:00 pm CST
This webinar will discuss the status of any major legal challenges and anticipated next steps for the OSHA federal vaccine mandate rule as we approach enforcement deadlines. This session is relevant... More Info
8 Dec
End of Year
Compliance Roundup
@ 11:00 am CST
During our final webinar of our 2021 Educational Webinar Series, Stacy H. Barrow, Esq. provides an overview of significant... More Info
14 Dec
Q4 Compliance
@ 2:00 pm CST
Get the latest update from the world of compliance with our national Alera Group compliance experts to make sure your company is... More Info
16 Dec
2021 Recap and
2022 Forecasts
@ 1:00 pm CST
Alera Group's 2021 Employer Pulse Survey asked questions regarding key COVID-19 issues employers across the country are... More Info

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Alera Group

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