FBBINSURANCE provides innovative, comprehensive and appropriate insurance and risk management strategies for businesses and individuals. Our team of credentialed and experienced specialists focuses on each client’s specific needs and offers strategies tailored to help meet the goals of our clients. We also offer advice on loss prevention, claims management, compliance with state and federal regulations, and a host of other topics. FBBINSURANCE is a nationally-recognized industry leader and one of the largest bank-owned insurance agencies in the US. With over 190 associates in offices in Alabama, Florida, Mississippi and Tennessee, we consistently deliver exceptional service. Our philosophy is to continuously evaluate our clients’ insurance and risk management needs throughout the year, not just at key times such as renewal, as needs and situations often change, and new opportunities arise. To learn more about our products, services and team of specialists, visit fbbins.com. Fisher Brown Bottrell Insurance, Inc. is a subsidiary of Trustmark National Bank. Insurance products are not deposits or other obligations of, guaranteed by, or insured by Trustmark National Bank or any of its affiliates; are not insured by the FDIC or any other agency of the United States, except in the case of Federal Flood Insurance or Federal Crop Insurance, and may be subject to investment risk, including the possible loss of value.

• Developed and implemented sales strategies to promote property, casualty, and life insurance products for Combined Insurance Services, Inc. • Conducted door-to-door sales and policy renewals, showcasing strong financial underwriting skills. • Achieved a high customer retention rate and increased sales revenue through effective communication and product knowledge.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Sunstar Insurance Group is a financial holding company that seeks to acquire majority equity ownership positions in independent insurance agencies that are located in our geographical footprint and which would be compatible with our entrepreneurial sales culture and partnership management philosophy. The Sunstar corporate vision is to be recognized as the premier regional insurance agency in our market area by providing exceptional service, professional expertise, trusted advice and competitively priced insurance products to our clients. We will strive to be acknowledged as the best in industry class by our core constituencies who are the company’s employees, clients, underwriters and shareholders.

With an office in Mobile, AL, Coastal Workplace Benefits helps businesses along the Gulf Coast design unique benefit strategies and cost containment solutions. We pride ourselves in providing unparalleled service and being available for our customers and their employees when they need us. The team at Coastal Workplace Benefits designs benefit plans that not only meet your objectives, but also your budget. Our extensive knowledge of the local markets and our close insurance carrier relationships allow us to ensure your benefits are competitive and that your employees feel valued and secure. We go the extra mile to make sure your employees are getting the most they can out of the benefits you offer. Our team is comprised of specialists across many facets of the benefits market including compliance, technology, partially and self-funded products and group benefits. Our depth of knowledge and experience allows us to provide cutting edge solutions with a local feel and personal touch.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

How to recruit, reward and retain top executives keeps many a CEO (no matter the company size) up at night. But all too often these CEO's and their advisors come to us extremely frustrated with the government-imposed restrictions associated with qualified retirement plans like, 401k plans. We understand and can provide tailored financial solutions to businesses that are designed to benefit from and optimize existing and changing government regulations. In fact, we literally wrote the book on the topic! In addition, we work with successful families and individuals to address their financial planning and risk and investment management. We believe that objective advice matters. We combined our knowledge and experience to implement innovative strategies that are tailored for your financial goals. Securities offered through Lion Street Financial, LLC, Member FINRA/SIPC. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.

Bozeman Enterprises, located in Daphne, Alabama, stands out as a local brokerage firm with specialized expertise in employer benefits. Their proficiency particularly shines in working with local and regional employers, offering tailored solutions in medical and ancillary benefits. This expertise is evident through their notable work with top customers in diverse industries. One of their key clients is the Baldwin County Electric Membership Corporation, a significant player in the electric power generation, transmission, and distribution industry. Bozeman Enterprises has successfully managed benefits for over 210 participants in this corporation, showcasing their ability to handle complex needs in a highly technical field. Their adaptability and in-depth understanding of the unique challenges in the power sector underscore their capability to deliver customized benefit solutions. Another exemplary demonstration of their prowess is their collaboration with Employee Liability Management, a prominent name in the employment services industry in Alabama. Here, Bozeman Enterprises has adeptly handled benefits for more than 380 participants, further cementing their reputation as a versatile and competent broker. Their success in this sector highlights their proficiency in navigating the intricacies of employment services, an industry with its own set of challenges and requirements. Overall, Bozeman Enterprises' strong performance across the electric power generation, transmission and distribution, and employment services industries reflects their broad expertise and commitment to providing exceptional service. Their role as a part of a local brokerage firm adds a personalized touch to their services, making them a reliable and insightful choice for employers seeking comprehensive and customized benefits solutions.

At 90 Degree Benefits, we believe the right health plan does more than just provide benefits – it takes your business in the right direction. Whether you’re looking to transition from being fully insured, or are interested in self-funding with a new plan administrator, 90 Degree Benefits has the experience, tools and unparalleled industry expertise to take your plan in the right direction. With 22 offices serving 525,000 members nationwide, we deliver health plans built on uniquely crafted benefits designed specifically for the needs of our clients across the country. It’s time to experience a health plan that helps you along your road to success. Make the right turn with 90 Degree Benefits.

At Garden Street Financial Group, our personalized plans are designed to help provide greater confidence through our full range of investment advisory and financial planning services. We provide individuals and businesses with practical and integrated solutions to help them meet their financial goals. Whether you are looking at investing and building your wealth or protecting your family or business, our comprehensive range of advice and solutions can help ensure you make informed decisions. We act as a resource and guide, helping you understand your financial situation, providing you with tools and advice, and empowering you to make wise choices to pursue your financial goals. Our services include Wealth Management, Financial Planning, Sustainable Investing (ESG), Business Planning, Retirement & Estate Planning, and Long-Term Care Planning. Securities and advisory services offered through Commonwealth Financial Network(r), member FINRA/SIPC, a Registered Investment Adviser. Garden Street Financial Group LLC, 3095 W. 38th Avenue Suite 200 Denver, CO 80211 303-458-7644. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, HI, IL, KY, ME, MN, MO, NC, ND, NE, NY, OK, SC, SD, TN, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html www.finra.org www.sipc.org

Optavise is a trusted benefits partner for business owners and human resources professionals who work hard to build and maintain a healthy, happy workforce. Through Optavise’s cohesive suite of products and services, we guide employers and employees through their healthcare choices to help reduce costs and increase benefits engagement. We streamline administration for employers and educate employees about benefits and care options, making it easy for them to choose and use their benefits wisely. Optavise provides a first-of-its-kind benefits solution, including: • Benefits administration technology for a streamlined enrollment process • Customizable selection of voluntary benefits that employees want and need • Year-round benefits education, communications and advocacy to inform and empower employees to become better healthcare consumers • Expert resources, helping employees maximize their benefits and make more informed choices for themselves and their family members For brokers and agents, Optavise is an opportunity to represent a company that’s changing the game in employee benefits and to be rewarded for hard work. Our comprehensive benefits solution delivers measurable outcomes for employers, leading to greater satisfaction, higher retention rates and increased earning opportunities. Visit Optavise.com to learn more and schedule a demo. Privacy and Legal Info: Optavise.com/privacy-center