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
Employee Benefits
HIPAA Privacy and Security Overview
Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules. During this webinar, we'll review the different types of entities subject to HIPAA, take an in-depth look at protected health information (PHI), individual rights under HIPAA and what to do when there is a breach of PHI.
April 11, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Balancing Cost and Care: Could a Captive solution be the right fit for you?
In this session, our experts will discuss how Captive solutions work and what you need to consider for your own group’s needs.
April 17, 2025 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.
April 23, 2025 at 12:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Wealth Services
Weekly Market Update
Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak.
March 24, 2025
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Wealth Services
Warning Signs That May Trigger a Tax Audit
Certain tax return details can increase the likelihood of an IRS audit. Learn which income levels, deductions, and financial reporting mistakes may raise red flags and how to avoid unwanted scrutiny.
March 18, 2025
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Weekly Market Update
Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors.
March 17, 2025
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Financial Strategies for Women
Financial Strategies for Women
March 13, 2025
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