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 Management

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

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Recent Updates From Alera Group


CMS Extends Transition Relief for Non-Compliant Plans through 2021

Feb 10, 2020
On January 31, 2020 the Centers for Medicare & Medicaid Services (CMS) announced a one-year extension to the transition policy (originally announced November 14, 2013 and extended six times since) for individual and small group health plans that allows issuers to continue policies that do... Read More

Alera Group Names Vice President of Carrier Partner Management

Feb 05, 2020
Alera Group has appointed Tina Santelli as Vice President, Carrier Partner Management for Alera Group Employee Benefits nationally, effective January 1, 2020. In this role, Santelli will be responsible for leading key top-tier partnerships at Alera Group, strategically developing relationships... Read More

Alera Group Acquires Muench Financial, Inc.

Jan 23, 2020
Alera Group, a national employee benefits, property and casualty, retirement services and wealth management firm, today announced that it has acquired Muench Financial, Inc., effective December 31, 2019. Muench Financial, located in Seattle, Washington, works with small and medium-sized... Read More


Top 5 Workers’ Comp Fraud Schemes

Feb 14, 2020
According to the National Insurance Crime Bureau, fraud costs insurers and employers over $7 billion a year. Studies show 10 percent or more of all property/casualty insurance claims are fraudulent. The most common fraud schemes are: 1.   Fraudulent billing and billing codes. The... Read More

How Life Insurance Works in Divorce Settlements

Feb 12, 2020
Of the two main types of life insurance, permanent and term, only permanent is usually a significant part of a divorce settlement. Permanent life insurance — whether whole life or universal life — provides coverage for the lifetime of the insured as long as premiums are paid, though... Read More

Ways to Make Saving Easier for Your Employees

Feb 03, 2020
Employees know they should save for retirement, but it’s not always easy. Many worry they don’t have enough money to put into retirement savings because they’re having difficulties paying bills. You can help employees save and maximize their savings. As an employer, you are... Read More


26 Feb Musculoskeletal
Procedures and Costs
@ 11:00 am CST
In this webinar Bruce Campbell M.D. provides an overview of the commonest Musculoskeletal conditions, including medical and surgical treatments for them. Bruce will also address common questions and... More Info
11 Mar
Lowering Health Costs
for Your Employees & Business
@ 11:00 am CST
Learn how to control and manage your company’s health insurance with proven strategies and actionable opportunities that... More Info
25 Mar
HR Trends
@ 11:00 am CST
In the world of HR Trends, Bobbi Kloss's webinar provides current information on developing a culture to best market your... More Info
8 Apr
How to Prepare
for a DOL Audit
@ 11:00 am CST
During this webinar, Stacy H. Barrow, BAN’s Director of Compliance, will provide attendees with tips for surviving a... More Info

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Alera Group

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