Meet Our Team

    Andrew Lucas

    Risk Consultant, Property & Casualty
    Andrew Lucas

    Risk Consultant, Property & Casualty

    Shannon Grissom

    Risk Consultant, Property & Casualty
    Shannon Grissom

    Risk Consultant, Property & Casualty

    Woody Woodward

    Risk Consultant, Property & Casualty
    Woody Woodward

    Risk Consultant, Property & Casualty

    Linda Britt

    Personal Lines, Property & Casualty
    Linda Britt

    Personal 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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    Webinar - Legal Graphic

    Employee Benefits

    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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    Webinar graphic - Alera Engage

    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.

    January 22, 2025 at 12:00 pm CT | Virtual

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    State of the Markets

    THOUGHT LEADERSHIP

    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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    Wealth Services

    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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    Wealth Services

    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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    Employee Benefits

    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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