Advanced Estate & Insurance Services Inc. (AEIS) is an employee benefits brokerage firm. We are located in the San Francisco Bay Area and partner with employers throughout California. We advise businesses with 2 to 500 employees on various types of insurance, which includes Medical, Vision, Dental, Disability, Life / AD&D, and Key Person and Buy-Sell Life Insurance. Being based in Silicon Valley, we are experienced with ensuring our clients’ out-of-state employees are properly covered and that their company complies with the employment and benefits laws of all necessary states. With over 30 years of expertise, we are prepared for the needs of every industry and ready to support your growth at any stage. Our holistic process is aimed to help your company navigate change. AEIS is more than simply an insurance brokerage - it is having an insurance strategist, advocate, and advisor set on helping you and your company thrive. Our purpose is to help our clients create better financial outcomes. This is not only what we do, but this is what our clients expect from us. We know that better outcomes mean something different to every organization. We’ve learned that most clients come to us to help them overcome three main challenges that are getting in the way of them achieving better financial outcomes: Time, Talent, and Clarity. Businesses these days start the morning with 10 things to do and only the bandwidth to do 8. Our clients believe if they can free up their team’s time they can achieve their goals faster without using more resources.

EVCO Insurance Services, founded in 2005, brokers employee benefits and benefits technology. We’ve provided broker services long before the right technology allowed our groups to maintain total benefits transparency. We are proud to have shopped, identified, and selected benefit technologies that work as well for our company as for our client companies. Clients genuinely realize better broker services beyond the typical broker suite when switching to EVCO and employees of our clients thank their employers for improving the all around benefits experience. We provide industry-leading employee benefits and HR solutions for small and medium size businesses across multiple industries by combining the expertise of our brokers with cutting-edge, web-based HR software. We are committed to helping business owners administer and communicate benefits to their employees effectively and efficiently – while providing dedicated customer service and ongoing broker expertise.

XL Benefit Insurance Services offers a full service stop loss and self funded solution for brokers and third party administrators (TPAs). Many brokers and TPAs are busy with their core business and do not have the time or the expertise to focus on medical stop loss. XL Benefits simplifies the process by providing outsourced stop loss marketing, contract negotiation, streamlined disclosure, policy issuance, and claim assistance for your client's stop loss needs. Whether behind the scenes or on the front line, XL Benefits is ready to help bring the best possible stop loss solution to your clients both in terms of price and contract provisions.

Established in 1970 by Marvin Smith, our company has grown to a full service insurance agency. Currently, Insuramax serves the insurance needs of over 5,000 individuals and families, and over 1,000 businesses. Insuramax is a firm that utilizes a unique business model known as the "Risk Reduction Approach and/or Total Benefits Approach". We focus on an elite client group providing long term risk reducing services that will lower their total cost of risk and improve their profitability. As a result of implementing a specifically designed risk reduction plan our client's operations become more attractive to the insurance marketplace.

Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

As a global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and beyond. In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 17,000 colleagues in 21 countries. ​ Ready for your next opportunity? We're looking for people with the entrepreneurial mindset and bold thinking required to meet our goals and serve our clients. ​ Additionally, you'll join a team that is committed to making an impact in our communities, For example, we have special partnerships with Helen DeVos Children’s Hospital, University of Pittsburgh Medical Center Children's Hospital, and Blythedale Children’s Hospital. Learn more at Acrisure.com.

As one of the largest General Agents in California, Beere&Purves'​ primary goal is to help employee benefit brokers grow and service their small and Large Group business. By partnering with B&P, brokers can shift the responsibilities of quoting, servicing, material distribution, conducting enrollment meetings, etc. - at absolutely no cost - freeing their time so they can focus on prospecting and growing their book of business.

Q&A Insurance Marketing, LLC., situated in the vibrant city of San Francisco, CA, distinguishes itself as a reliable partner for employer benefits solutions. With a strong emphasis on local and regional expertise, this office is adept at navigating the intricacies of medical and ancillary benefits, providing tailored solutions for businesses in various sectors. Known for their specialized knowledge, the team at Q&A Insurance Marketing, LLC. caters particularly well to the unique needs of religious, grantmaking, civic, professional, and similar organizations. Among their notable clients is Michael Miller Ttee, a prominent entity in the industry, benefitting from Q&A's services tailored to organizations with 200+ participants. Operating within a local brokerage firm, this location boasts a deep understanding of the intricacies of the San Francisco business landscape. Their expertise extends beyond large enterprises, as evidenced by their demonstrated experience with small employers, showcasing a commitment to serving businesses of all sizes. Q&A Insurance Marketing, LLC. has established itself as a go-to resource for employer benefits, offering a blend of local insight, industry proficiency, and personalized service that sets them apart in the competitive insurance brokerage landscape.

Vita's mission is to provide a level of knowledge and service unsurpassed in the employee benefits industry. -------------------------------------------------------------------- Insurance offered through Vita Insurance Associates, Inc. (CA Insurance License #058115 | DBA Vita Companies) Investment advisory services offered through Vita Planning Group LLC, a Registered Investment Adviser with the SEC. This site is published for residents of the United States only. Representatives 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 until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Karl Hansen at (650) 567-9300. Vita Planning Group LLC understands and attests that they are an ERISA fiduciary as defined in the Fiduciary Rule under the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986. Vita Planning Group LLC adheres to the Impartial Conduct Standards (including the “best interest” standard, reasonable compensation and no misrepresented information). This relates to all ERISA accounts including Individual Retirement Accounts (IRAs). -------------------------------------------------------------------- Location Information: Mountain View, CA - Branch Office Portland Area -Securities business not conducted at this location.