Alera Group News

Stay informed and keep up to date with our latest news and updates

Alera Group Acquires Advanced Capital Group

Alera Group, a top national insurance and financial services firm, announced today the acquisition of Minnesota-based Advanced Capital Group (ACG). The acquisition adds $24 billion in retirement plan and wealth assets.

September 5, 2024

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Alera Group Announces New Leadership: Jim Blue to Assume CEO Role, Alan Levitz Named Executive Chairman

Alera Group, a top national insurance and financial services firm, today announced that its president, Jim Blue, will become Chief Executive Officer, effective January 1, 2025. He will succeed Alan Levitz, who will become Alera Group’s Executive Chairman.

September 3, 2024

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Johnson Acho Joins Alera Group

Deerfield, IL (August 16, 2024) — Alera Group, a top national insurance and financial services firm, today announced that Johnson Acho, a solo insurance practitioner with 30 years of experience, joined Alera Group effective August 1, 2024.

August 16, 2024

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Alera Group Partners with Blue Zones to Launch Workplace Well-Being Pilot Program

Alera Group, Blue Zones introduce new initiative to drive employee health and lower healthcare costs through evidence-based practices

August 5, 2024

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Alera Group’s Mary Delaney shares insights on GLP-1 use in Benefits Pro article

Alera Group’s Vital Incite office is one of the great differentiators that sets us apart from other national firms and employee benefits practices. Vital Incite Managing Partner Mary Delaney recently demonstrated her office’s expertise on the hot topic of weight-loss medications with an article in the popular online publication Benefits Pro.

May 22, 2024

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Alera Group Acquires Trimble-Batjer

Deerfield, IL (May 9, 2024) — Alera Group, a top national insurance and financial services firm, announced today the acquisition of Texas-based Trimble-Batjer.

May 9, 2024

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Alera Group Acquires HealthSure

Deerfield, IL (April 11, 2024) — Alera Group, a top national insurance and financial services firm, announced today the acquisition of Texas-based HealthSure. Founded in 1998 by Barry Couch, HealthSure serves rural healthcare organizations as an independent agency specializing in risk consulting and insurance solutions.

April 11, 2024

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Kyle Samuel Joins Alera Group as Executive Vice President of National Operations

Deerfield, IL (April 10, 2024) — Alera Group, a top independent national insurance and financial services firm, announced today the appointment of Kyle Samuel as Executive Vice President of National Operations.

April 10, 2024

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Alera Group Enhances Pooled Employer Plan Retirement Solution

Deerfield, IL (April 8, 2024) — Alera Group, a leading independent national insurance and financial services firm, announced enhancements to the three-year-old Alera Group Pooled Employer Plan to align with the needs of its rapidly growing client base.

April 8, 2024

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