Deerfield, IL (December 23, 2024) — Alera Group, a top national insurance and financial services firm, today announced the acquisition of Goodwin Insurance, a southern California property and casualty insurance group. Goodwin will affiliate with Barkley Risk Management, An Alera Group Company.
December 20, 2024
Read moreFifth annual study from Alera Group forecasts 2025 trends in the property and casualty insurance market
December 12, 2024
Read moreDeerfield, IL (December 11, 2024) — Alera Group, a top national insurance and financial services firm, today announced the acquisition of most assets of Doroshow Insurance, a prominent insurance agency and affiliate of Alera Nevada.
December 11, 2024
Read moreDeerfield, IL (December 5, 2024) — Alera Group, a top national insurance and financial services firm, today announced that Employee Benefits insurance firm Spire Risk Management, joined Alera Group effective December 1, 2024.
December 5, 2024
Read moreAlera Group announces the selection and deployment of the TIFIN @Work AI-powered workplace benefits and wealth management platform. Alera Group’s Retirement Plan Services practice has integrated TIFIN @Work with its FinWell Connect financial wellness program. Together, these platforms offer comprehensive financial support to employees and create growth opportunities for advisors.
November 25, 2024
Read moreDeerfield, IL (November 21, 2024) — Alera Group, a top national insurance and financial services firm, today announced that that is has acquired Team Alvarez Insurance Services, a full-service field marketing organization specializing in Medicare Advantage and Supplemental Health Insurance.
November 21, 2024
Read moreDeerfield, IL (November 14, 2024) — Alera Group, a top national insurance and financial services firm, announced today an expansion of its Boston-area presence with the acquisition of Strategic Retirement Plan Consultants (SRPC), adding approximately $800 million of retirement plan assets under advisements for Alera Group’s Retirement Plan Services division.
November 14, 2024
Read moreOn September 9, 2024, the DOL, IRS and HHS released a final rule for the Requirements Related to the Mental Health Parity and Addiction Equity Act (MHPAEA Final Rule). The MHPAEA Final Rule is similar to the proposed rule released on July 25, 2023, with some marked differences. While the MHPAEA Final Rule is effective as of November 22, 2024, the requirements become enforceable at different times.
October 28, 2024
Read moreDeerfield, IL (October 24, 2024) — Alera Group, a top national insurance and financial services firm, announced today an expansion of its Massachusetts presence with the acquisitions of Pittsfield, Massachusetts-based Berkshire Fairfield Insurance Agency and Scarafoni Financial Group (ST Insurance). The addition expands Alera Group’s work in Employee Benefits, Property and Casualty Insurance and Retirement Plan Services.
October 24, 2024
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