Founded in 1993, Swartzbaugh-Farber & Associates, Inc. is a team of employee and executive benefit professionals who share a common goal of “sitting on the client’s side of the table.” We believe that we consistently achieve that goal by doing the following: Actively listening to them, Identifying their needs, and Finding solutions for them. Swartzbaugh-Farber & Associates, Inc. has the experience and the commitment to help you look beyond your initial plan and forecast what you will need for the future. We move beyond the role of traditional, product-focused brokers to work as a member of your professional advisory team. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC., Swartzbaugh-Farber & Associates, Inc is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. Founded in 1993, Swartzbaugh-Farber & Associates, Inc. is a team of employee and executive benefit professionals who share a common goal of “sitting on the client’s side of the table.” Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Swartzbaugh-Farber & Associates, Inc. is independently owned and operated. CA Insurance License #0C10869

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.

Panorama is a full-service insurance intermediary providing customized property and casualty insurance, health and benefits, and wealth and retirement solutions for businesses and individuals nationwide. We deliver integrated, tailored, and fully vetted insurance strategies based on your unique needs, including your risk tolerance, overall business plans, and long-term investment goals. In addition, Panorama offers an affiliation option tailored to your needs and objectives that can help you effectively build the practice you envision. Whether you’re looking for access to products, competitive economics, greater control over expenses, an opportunity to broaden your service offering and grow your client base — or a combination of these — we are here to deliver. Our leadership team has an average of 25 years of experience at top insurance firms and is backed by a high-caliber group of successful entrepreneurs and insurance experts. We work with an extensive network of vendors from diverse industries and bring best practices from multiple disciplines including investment banking, real estate, private equity, savings and tax, human resources, and accounting. The result: innovative solutions that protect your assets and support your success–now and in the future.

ComPro Is … A health insurance brokerage serving financial professionals, employers and individuals. ComPro Believes … Our clients are our first priority! We partner with financial professionals to provide health insurance products for their clients. We work with business owners and managers to develop employee benefit packages that have been customized to fit the employers priorities and budget. ComPro guides individuals and families through their health plan options to find the best solution for their coverage. In providing professional services with a strong commitment to excellence. As specialists in health insurance, we believe in representing the most reputable insurance companies to offer you the best possible options. That means we do our homework, diligently studying the products, changing regulations and fluid marketplace in order to design the programs that best serve you, the client.

The Olson Group is a benefits advising firm that helps clients with their employee benefit programs, compliance initiatives, and wellness agendas. With over 500 employer benefit programs covering more than 20,000 employees, the firm is known for its unparalleled customer service and extensive knowledge on the Affordable Care Act. A Division of Patriot Growth Insurance Services, LLC Disclaimer: Tim Olson, Jeff Wallace, Sandy Whitehead, Steve Knapp, and Julie Nelson are registered representatives with Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research, Inc is registered to do business in all 50 United States. Tim Olson is licensed to offer securities and insurance products in AZ, CO, IA, KS, MN, MO, NE, NJ, SD, TN, and WY. Jeff Wallace is licensed to offer securities and insurance products in AZ, CO, IA, KS, MN, MO, NC, NE, NJ, SD, TN, TX, VA, WI, and WY. Sandy Whitehead is licensed to offer securities and insurance products in CO, DE, NE, KS, MN, WY, IA, and SD. Steve Knapp is licensed to offer securities and insurance products in IA, KS, MO, and NE. Julie Nelson is licensed to offer securities and insurance products in CO, FL, IA, KS, MO, and NE. The information included herein should not be considered a solicitation or an offer to sell products in any state besides those in which Tim Olson, Jeff Wallace, Julie Nelson, Sandy Whitehead, and Steve Knapp are properly licensed. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Olson Group and Patriot are not affiliated with Cambridge Investment Research, Inc.

Rogers Benefit Group is a specialty marketing organization with a long history of developing niche markets. Our predecessor organizations date back in the late 1940’s when RBG’s founder, Pat Rogers, decided to enter the small employer group insurance business. Being an agent himself, he also knew that agents were going to need a marketing organization to help them bring specialized knowledge and service to their clients in the increasingly complex area of health benefits. Our first insurance carrier relationship began with Principal Financial Group. This relationship thrives today. Regionally, we enjoy strategic relationships with Aetna, certain Blue Cross and Blue Shield plans, HealthNet, United Health Care, Humana, and Assurant Health. Today Rogers Benefit Group helps agents service more than 40,000 groups who pay more than $2.5 billion in annual premium. Rogers Benefit Group is committed to fast, accurate response to an agent or employer when addressing their group insurance needs. It is from our Midwest roots that one can expect a no-nonsense, straightforward, competent approach to groups of any size. Our Geography We are currently located in over 30 states with 40 offices. This geographic spread lends itself well to the opportunity of assisting agents with groups having multiple locations. It also makes us the oldest and largest General Agent in the United States as measured by locations and, more importantly, premium in force. What’s Really Important Agents tell us that our greatest value is in the quoting and underwriting processes. Our mission is to help agents get business, get groups rated correctly, get them enrolled efficiently and accurately, and to help reduce their efforts in underwriting. We do this by close individual contact with the agent and employer while minimizing unknowns in these steps. Our specialized knowledge of the quoting, enrollment, and underwriting maze brings unique value to all parties involved.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Workplace Benefits in Omaha, NE, stands out as a prominent insurance broker, boasting a larger office equipped with seasoned professionals. Specializing in catering to the diverse needs of employers, they have proven expertise in working with self-funded clients, extending support to both local and regional employers. This office has successfully demonstrated its capabilities across various industries, including hospitals, individual and family services, and support activities for crop production. One notable aspect of their impressive portfolio is their affiliation with a local brokerage firm, further solidifying their roots in the community. This connection enhances their ability to navigate the nuances of the local business landscape, making them an invaluable asset for employers seeking tailored insurance solutions. With a track record that spans from midsize to large employers, Workplace Benefits in Omaha has accumulated extensive experience in designing and managing comprehensive insurance plans. Their client roster includes notable entities such as Aurora Cooperative Elevator Co, Mid-Nebraska Individual Services, and Signature Performance, each with varying participant numbers, showcasing the broker's adaptability and scalability. Employers evaluating this office can trust in Workplace Benefits' commitment to delivering personalized, effective insurance solutions for businesses of all sizes.

Dodge Partners Insurance, situated in Omaha, NE, stands out as a significant player in the insurance brokerage landscape, particularly for employers looking to optimize their benefits packages. As a larger office within a local brokerage firm, they bring a blend of regional insight and extensive industry expertise, making them a preferred choice for midsize employers. Their proficiency is especially notable in working with self-funded clients, showcasing their ability to tailor solutions to unique organizational needs. This skill is evident in their diverse portfolio of top customers, ranging across various industries. Notable examples include Aln Medical Management in the agencies, brokerages, and insurance-related activities industry, with over 190 participants. In the nonresidential building construction sector, they serve Boyd Jones Construction Co in Nebraska, catering to over 110 participants, demonstrating their flexibility and capacity to handle intricate insurance needs. Further amplifying their expertise, Dodge Partners Insurance has a strong presence in the commercial and industrial machinery and equipment industry in Kansas, particularly highlighted by their work with Cstk, which has more than 550 participants. This diversity in client base underscores their ability to navigate complex insurance landscapes across different sectors. Their strength lies in their deep understanding of the nuances in industries like offices of physicians and nonresidential building construction, enabling them to provide targeted and effective insurance solutions. This, combined with their significant experience with midsize employers, positions Dodge Partners Insurance as a robust choice for businesses seeking comprehensive, customized insurance brokerage services in the Omaha area.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

The Benefit Group, Inc., based in Omaha, NE, stands as a substantial and proficient insurance broker, operating as a larger office with a robust focus on serving self-funded clients. Their extensive experience positions them as a valuable resource for local and regional employers seeking comprehensive benefit solutions. Demonstrating their expertise, The Benefit Group, Inc. has successfully partnered with industry leaders such as Bws Leasing in the automotive parts, accessories, and tire retailers sector, Jc Fleming Life, and Transwood in the general freight trucking industry, managing benefits for 150+, 980+, and 290+ participants, respectively. These collaborations underscore the broker's ability to navigate the intricacies of various industries, including general freight trucking, automobile dealers, and automotive parts, accessories, and tire retailers. As part of a local brokerage firm, The Benefit Group, Inc. is deeply rooted in the community, offering a personalized and responsive approach to client service. Their demonstrated experience with midsize employers further reinforces their reputation as a reliable partner for businesses seeking tailored and effective benefit solutions. In the dynamic field of insurance brokerage, this office in Omaha proves itself as a go-to choice for employers looking for expertise and comprehensive services.