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.

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.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

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.

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.

We build relationships and deliver solutions. Our mission of cultivating trusted relationships and the culture we enjoy is the foundation of our business and reputation growth. As a second-generation, independent insurance brokerage, we offer a full range of solutions to individuals, businesses and professionals. Since 1956, our business has thrived on making the insurance "experience"​ better, using a unique process to put clients in control. It helps them save money, understand their options and protect what is most important. It's how insurance should be handled! A partner in UBA, an alliance of the nation’s premier independent benefit advisory firms, Schwartz Insurance Group helps employers attract/retain talent effectively. One of few national Medical Protective Platinum Producers, we are a recognized leader in med/mal protection for independent practices and healthcare entities. And with significant personal insurance volume, you enjoy independent advice, excellent support and competitive pricing - keep insurance simple and save! Learn more by visiting www.schwartzinsgrp.com or calling us at (502) 451-1111.

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.

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. 

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.

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.