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.

Employee Benefit Associates, Inc. (EBA) is an independent insurance agency located in Lexington, Kentucky. We work locally and regionally to serve our clients in the area of employee benefit planning with additional services, including individual life and health coverages. Our commitment to excellence and philosophy of making a difference by educating, counseling and guiding our clients through challenging times differentiates EBA from our competition. Employers are under increasing pressure to provide a benefit program that can attract new talent and retain valuable employees. Changes in legislation, new trends in consumer driven health plans and the ever increasing cost of healthcare makes this a difficult task. As a respected leader in our industry, we help our clients face this challenge every day.

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.

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.

Bim Group started small—with one employee in 1979. Today, we have grown organically into a recognized industry leader with a team of over 35 dedicated professionals working to meet the needs of 650+ employer clients who employ over 70,000 employees. Our clients embody a range of industries including manufacturing, health care, coal, equine, construction, legal, education and retail. The Bim Group experience is more than a service, it’s a partnership.

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.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

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.

At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We are passionate and driven to create possibilities, and we’re serious about helping customers by providing solutions for all of life’s moments. Like a good neighbor, State Farm is there.®

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.