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We specialize in a broad range of solutions for business insurance and employee benefits and offer personal insurance for private clients.
Business Insurance
Building process improvements, risk control, and comprehensive strategies designed specifically for your organization that work together to drive up your organization’s competitive advantage.
Employee Benefits
Implementing strategies to encourage healthy lifestyles, boost company growth, and give you control over the rising cost of health insurance while delivering benefits that employees value.
HR Consulting
Partnering with a team of HR professionals for an all-in-one custom program designed to support your team, maintain compliance, empower your people, and simplify time-consuming tasks.
Personal Insurance
Providing a variety of resources tailored to your unique lifestyle to protect you from various risks and liabilities, and delivering a service experience that minimizes the demands on your schedule.
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Recent News
Supreme Court Ruling May Lead to More Fiduciary Lawsuits under
On April 17, 2025, the U.S. Supreme Court ruled that a group of employees may challenge their employer’s fee arrangement with a retirement plan service provider under the Employee Retirement Income Security Act (ERISA). In its unanimous decision, the Supreme Court took an employee-friendly view of statutory text and simplified the requirements for alleging a…
Engaging Generation Z in the Workplace
Generation Z (Gen Z) accounts for a growing percentage of the global workforce. In the second quarter of 2024, this group comprised 18% of the U.S. labor force, and this rate will only continue to grow. These individuals, born between 1997 and 2012, range from 13 to 28 years old, making up nearly all of…Robin Talty – ESOP Interview Spotlight
1. Since you have been in an ESOP for a while now, what would you tell new ESOP employees? Don’t get discouraged while waiting for your first ESOP Statement. I waited almost 2 years before seeing the value of my ESOP shares (I was hired in August) but once I saw the number of shares…
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