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

Employee Benefits

Meeting the Needs of an Aging Workforce

Our experts will provide tips and insights about how to incorporate Medicare, menopause benefits, retirement, communications best practices and other hot topics for older workers into your program successfully and without breaking the bank.

October 17, 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.

October 23, 2024 at 11:00 am CT | Virtual

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State of the Markets

Employee Benefits

When Captive Insurance Makes Sense

In this session, our experts will talk about how captives work, the advantages and disadvantages and what you need to know to determine whether they make sense for your organization.

November 21, 2024 at 01:00 pm CT | Virtual

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Thought leadership

Insights

Property and Casualty

Umbrella Insurance for Businesses: Peace of Mind in an Increasingly Unpredictable World

Whereas a skilled agent can help provide businesses with adequate insurance against property losses by following a predictable formula, the unpredictability of liability claims underscores how important it is for businesses to buy as much Umbrella/Excess Liability coverage as they can afford.

September 18, 2024

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Wealth Services

Weekly Market Update

Stocks rallied last week as investors received better-than-expected consumer and producer inflation data.

September 16, 2024

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Wealth Services

Monthly Market and Economic Update - August 2024

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

September 12, 2024

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Property and Casualty

General Liability Insurance in 2024: Navigating a Complex Landscape

While some aspects of General Liability Insurance have largely turned a corner from a prolonged hard market, the outlook in other areas looks much less cheery. Overall, the market has finally improved after several challenging years, offering signs of stabilization.

September 12, 2024

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IRS Issues Affordability Percentage Adjustment for 2025

The Internal Revenue Service (IRS) has released Rev. Proc. 2024-35, which contains the inflation adjusted amounts for 2025 used to determine whether employer-sponsored coverage is “affordable” for purposes of the Affordable Care Act’s (ACA) employer shared responsibility provisions and premium tax credit program.

September 11, 2024

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Ready to work with us?