Meet Our Team
Andrew Lucas
Risk Consultant, Property & CasualtyRisk Consultant, Property & Casualty
Shannon Grissom
Risk Consultant, Property & CasualtyRisk Consultant, Property & Casualty
Woody Woodward
Risk Consultant, Property & CasualtyRisk Consultant, Property & Casualty
Linda Britt
Personal Lines, Property & CasualtyPersonal Lines, Property & Casualty
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Q4 Compliance Update
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
December 3, 2024 at 01:00 pm CT | Virtual
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Setting Your Strategy for the New Year: Alera Group's 2025 Employee Benefits Market Outlook
Our experts will highlight key results from Alera Group’s 2025 Employee Benefits Market Outlook Report and explain how these trends can impact your benefits program this year.
January 16, 2025 at 01:00 pm CT | Virtual
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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.
January 22, 2025 at 12:00 pm CT | Virtual
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Insights
Wealth Services
Weekly Market Update
Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies.
December 2, 2024
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6 Tips for Philanthropic Giving
Explore how thoughtful philanthropic giving can align with your values, create a lasting legacy, and provide potential tax benefits. Learn strategies to maximize your impact, choose the right assets, and integrate giving into your financial plan.
November 25, 2024
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Weekly Market Update
Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates.
November 25, 2024
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Avoiding an Employee Lawsuit Over a Tobacco Surcharge Claim
Tobacco surcharges on health insurance premiums for employees who use tobacco products are attractive options for employers looking to keep their workforce healthy while lowering their organization’s healthcare costs. But surcharges can go too far, and many employers may be unaware of the limitations. Alera Group's new whitepaper on tobacco surcharges is designed to assist employers in complying with federal regulations.
November 19, 2024
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