The Preferred Client Group is a team of financial planning professionals that act as Your Personal Financial Concierge, helping you make efficient business and personal economic decisions. We will become the single source to facilitate your comprehensive financial affairs. We provide a comprehensive educational process that includes the strategies, solutions, and resources necessary to make wise financial decisions. Through our holistic planning process, we will efficiently and cost effectively help build and protect your wealth.

Independant Insurance Agency specializing in commercial property and casualty insurance and risk management products and services; personal lines products such as home and auto insurance; sport specific insurance for sports facilities, amateur sports teams, leagues and tournaments. Client base throughout the United States.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.

Sterling Thompson Company is an 85 year-old insurance agency based in Louisville, KY. We proudly serve the needs of our clients in the areas of personal, business, employee benefits, and farm/equine insurance.

We are in the people business. We help our friends, neighbors, and their businesses determine what’s truly important to them and find ways to protect it. From insurance and employee benefits to financial services, members of the Shepherd team take great pride in offering solutions that reduce life’s uncertainties and provide invaluable peace of mind. It’s a big responsibility. We understand how important it is. And we truly love what we are able to do for our clients. We are also proud of the culture we have created at Shepherd. We work as a team in an environment where clients are more important than commissions, and relationships take precedence over titles. Our people are consistently recognized as the best in the business, and our clients’ success has translated to substantial success and growth for our company. It’s a great place to do business and it’s a great place to work.

A multi-year winner of Best Places to Work Insurance (2009-2024), Hylant is a full-service insurance brokerage with offices in Florida, Georgia, Illinois, Indiana, Michigan, North Carolina, Ohio and Tennessee with more than 1,000 professionals on staff. Hylant offers complete risk management services, employee benefits consultation, wellness strategies, loss control, healthcare management and a wide array of insurance solutions for both businesses and individuals.

Zinser Benefit Service, Inc., located in Louisville, KY, is a prominent insurance broker office known for its extensive expertise in employer benefits. This larger office boasts a seasoned team with a strong focus on medical and ancillary benefits, making them a valuable resource for local and regional employers. With a track record of serving a diverse clientele, Zinser Benefit Service, Inc. has successfully partnered with businesses in various industries. Notable examples of their top customers include Commerce Lexington Finance Insurance & Real Estate, an agency with over 340 participants, Commerce Lexington Professional Services, serving more than 1,760 participants, and Gli Finance Insurance and Real Estate Sub-Association Ltd, with 530+ participants. This wide-ranging experience demonstrates their ability to tailor solutions to meet the unique needs of each client. As part of a local brokerage firm, this office benefits from a strong network and access to a wealth of resources. Their commitment to excellence shines through in their track record of serving large employers, offering tailored insurance solutions, and providing outstanding support to navigate the complex world of benefits. Employer benefits buyers evaluating Zinser Benefit Service, Inc. in Louisville, KY, can expect a dedicated team with a proven track record of delivering comprehensive benefits solutions tailored to their specific needs.

Looking to provide an exceptional event? A bolder brand? Superior member services? FSA offers it all. For more than 40 years, our team of experts has provided well-rounded services to strengthen and support organizations like yours. FSA is an association management company that provides a custom approach to each client we support — an approach that pairs your vision for success with our proven expertise.  Whether you’re seeking full management or a boost in one key area, we offer a strong operational and strategic foundation that builds “your success with our support.” So feel free to sit back and relax. We’re here to help. 

Nelson Insurance Agency Inc., located in the bustling city of Louisville, KY, operates a substantial office equipped with a seasoned team of professionals. Known for their expertise in employer benefits, this larger office specializes in serving local and regional employers, particularly excelling in the realm of medical and ancillary benefits. Boasting a diverse clientele, Nelson Insurance Agency Inc. has established itself as a trusted partner for businesses of varying sizes. Noteworthy among their top clients are Commerce Lexington Professional Services, a key player in the agencies, brokerages, and insurance-related activities industry in KY with a substantial participant base of 1760+, as well as Gli Finance Insurance and Real Estate Sub-Association Ltd and Gli Mining Construction & Manufacturing Sub-Association Ltd, each with participant counts exceeding 500 and 2000 respectively. The agency's proficiency extends to the building equipment contractors industries, reflecting their comprehensive understanding of specific business needs. As an integral part of a local brokerage firm, Nelson Insurance Agency Inc. brings a blend of local insight and broader industry knowledge to the table. With a demonstrated track record of serving large employers, this office stands out for its commitment to providing tailored insurance solutions, making them a strategic choice for employers seeking reliable and experienced partners in navigating the complexities of employee benefits.

For over 50 years Clarkson Insurance Group has helped businesses and families from all 50 States plan for the future. Our entire business has been built on attitude, effort, and persistence. With Clarkson, you can be sure you are getting the best service every single time. We've become one of the region's leading independent insurance brokers for businesses, families, and individuals for one simple reason: we are committed to finding the best coverage for our clients at the best prices.