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.

    Resources

    Employee Benefits Strategic Planning playbook, take the survey

    EXPERT EDUCATION

    Events and Webinars

    Property and Casualty

    2024 P&C Symposium

    Join us as we bring together top experts to cover key risk management topics, summarize economic and personal risk market conditions and hear recommendations for strategically engaging with carrier partners.

    May 1, 2024 at 09:00 am CT |

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    P&C Symposium

    Employee Benefits

    Supporting Women’s Health Month: Trending Employee Benefits

    In this session, we’ll talk about how employers are helping female employees and dependents be their best through every phase of life: From fertility, maternal care and parenting to peri/menopause, caregiving and mental health. 

    May 16, 2024 at 01:00 pm CT | Virtual

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    Webinar graphic - Alera Engage

    Employee Benefits

    Q2 Compliance Update

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

    June 4, 2024 at 01:00 pm CT | Virtual

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    Webinar graphic - Alera Engage

    THOUGHT LEADERSHIP

    Insights

    Wealth Services

    The Fundamentals Of Investing – Do You Know Them?

    A key component of financial literacy is understanding the basics of investing. Investing doesn’t have to be complicated! You’re trading access to your money now to use later on while giving it time to potentially grow.

    April 29, 2024

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    Wealth Services

    Weekly Market Update

    Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures.

    April 29, 2024

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    Employee Benefits

    This Mental Health Awareness Month, ‘Run Your Own Race’

    May is Mental Health Awareness Month. Here are tips and resources to help you get started on the route to a happier, healthier you.

    April 25, 2024

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    Wealth Services

    The Five Basics of Financial Literacy

    How literate are you when it comes to your finances? Brush up with these five basics.

    April 24, 2024

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