Month: July 2021
Alera Group Bolsters Wealth Management Practice with the Acquisition of Sitzmann Morris & Boyle Insurance Agency
Alera Group, a top independent, national insurance and wealth management firm, today announced the acquisition of Sitzmann Morris & Boyle (SMB) Insurance Agency, a California-based financial services agency providing wealth-preserving strategies and life insurance products and services... Find out more »
Alera Group Adds Utah-Based Fringe Benefit Analysts in Latest Acquisition
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of Fringe Benefit Analysts, a full-service insurance, consulting, employee benefits firm that provides educational tools and systems to simplify the benefits process for both employers... Find out more »
Alera Group Acquires Keller Insurance Agency, Bolstering Expertise with Senior Living Facilities
Alera Group, a top independent, national insurance and wealth management firm, today announced the acquisition of Keller Insurance Agency, a firm specializing in commercial property and casualty insurance, with a particular focus in senior living facilities.
“As a member of CARE and Leading... Find out more »
Alera Group Broadens Northeast Footprint with New England Employee Benefits Company in Latest Acquisition
Alera Group, a top independent, national insurance and wealth management firm, today announced the acquisition of New England Employee Benefits Company (NEEBCo), an agency combining extensive experience, technology, analytics and unique funding options to deliver cost-effective employee benefits... Find out more »
AGM Benefit Solutions Joins Alera Group
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of AGM Benefit Solutions, a leading provider of voluntary benefits, enrollment services and benefits technology. AGM improves how employees enroll, engage and understand their benefits... Find out more »