About Us

    We reflect several firms in the Northeast region, working together to serve clients in employee benefits, property and casualty, retirement services and wealth management. Our solutions and services are created to uniquely fit the goals of each client, going above and beyond what is typically delivered by most insurance brokerage firms or agencies. We utilize innovative tools and processes to make purposeful, data-driven decisions.

    Sources

    Employee Benefits Strategic Planning playbook, take the survey

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    Q1 Compliance Update

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

    March 5, 2024 at 01:00 pm CT | Virtual

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    Employee Benefits

    How Voluntary Benefits Inspire Employee Loyalty

    Presenters will show you how to use these benefits to meet the needs of both your business and employees, driving retention and saving money. 

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

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    Webinar graphic - Alera Engage

    Employee Benefits

    HIPAA Privacy and Security Overview

    Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules.

    April 2, 2024 at 01:00 pm CT | Virtual

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    THOUGHT LEADERSHIP

    Insights

    Wealth Services

    What You Can Do To Get Ready For Tax Time

    Suggestions and tips to help you better prepare for upcoming tax season.

    February 20, 2024

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    Wealth Services

    A Taxing Story: Capital Gains and Losses

    Understanding how capital gains are taxed may help you refine your investment strategies.

    February 20, 2024

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    Wealth Services

    Five Most Overlooked Tax Deductions

    Five overlooked tax deductions to help manage your tax bill.

    February 20, 2024

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    Wealth Services

    Weekly Market Update

    Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates.

    February 20, 2024

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