The Healy Group, stationed in South Bend, IN, operates as a prominent insurance broker, utilizing their larger office to provide comprehensive solutions for employer benefits. With a focus on self-funded clients, this office stands out as a valuable resource for local and regional employers, demonstrating a commitment to understanding the unique challenges faced by businesses in the community. Their proficiency is evidenced by successful partnerships with top clients such as Ag Trucking in the general freight trucking industry, Allied Physicians of Michiana in the offices of physicians sector, and Forest River in the motor vehicle manufacturing industry. Managing benefits for over 12,140 participants at Forest River underscores The Healy Group's ability to navigate the complexities of large-scale manufacturing, offering customized programs tailored to the specific demands of each industry. The office's broad expertise extends across general freight trucking, offices of physicians, and motor vehicle manufacturing industries, showcasing their versatility in tailoring solutions. For an employer benefits buyer seeking a partner with local insight, industry-specific knowledge, and demonstrated success with midsize employers, The Healy Group in South Bend stands ready to provide strategic guidance and tailored solutions to meet the diverse needs of businesses in the region.

In the bustling city of Grand Rapids, Michigan, Csi Insurance PlanTrust Fund stands tall as a beacon of reliability in the realm of employee benefits. With a keen focus on serving local businesses, this seasoned brokerage brings a wealth of expertise to the table, particularly in catering to the needs of self-funded employers. Their commitment to understanding the unique dynamics of each client's workforce ensures tailored solutions that resonate with both employers and employees alike. One notable feather in their cap is their partnership with CHRISTIAN SCHOOLS INTERNATIONAL, a testament to their ability to navigate the intricate landscape of educational institutions with grace and efficacy. Whether it's crafting comprehensive benefit packages or providing sound advice on regulatory compliance, Csi Insurance PlanTrust Fund is dedicated to fostering long-term partnerships built on trust and mutual success. In an industry often marred by complexity, they pride themselves on their ability to simplify the process, offering clarity and peace of mind every step of the way.

Growing a company today is not easy. There's a ton of uncertainty, it's difficult to find good talent, and costs of doing business are increasing. Our process at Rose Street Advisors provides the strategy companies need to grow with confidence. Our teams are client-focused and will take a holistic approach to your employee benefits, HR consulting, wealth management, life insurance, and retirement needs. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Rose Street Advisors is independently owned and operated. Rose Street Advisors is a member firm of M Financial Group. 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 me 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.

Welcome to Ottowa-Kent Insurance Agency's prominent Grand Rapids, MI location, a thriving hub within their extensive network. As a larger office, Ottowa-Kent boasts a robust portfolio of experience, particularly excelling in serving midsize employers. Their prowess extends to self-funded clients, positioning them as adept partners for both local and regional employers. This seasoned brokerage firm exhibits notable expertise across diverse industries, with a key focus on nonresidential building construction, dairy product manufacturing, and offices of physicians. Such proficiency is exemplified by their successful collaborations with esteemed clients like Circuit Electric, a specialty trade contractor with 120+ participants, Great Lakes Eye Care, an industry leader in physicians' offices with 120+ participants, and H & L Manufacturing in nonmetallic mineral product manufacturing with 90+ participants. Being an integral part of a local brokerage firm, Ottowa-Kent Insurance Agency combines the strength of a global network with a nuanced understanding of the local landscape. Their commitment to excellence and tailored solutions positions them as a strategic choice for employers seeking comprehensive insurance services in the Grand Rapids region.

BHS Insurance is one of the largest full-service, independently owned insurance agencies in the Midwest, focused on protecting our clients and their assets. Founded in 1939, we have a history of providing individualized service and finding innovative solutions for clients who share our passion for helping others. With five locations in West Michigan, we are proud to have a local presence with national reach, and clientele that trust us to keep them, their businesses, and their families safe. BHS is proud to be recognized as a Best Practices agency by the IIABA and a 2016 “West Michigan’s Best and Brightest Companies to WorkFor®” winner.

Keystone started in 1983 when four independent insurance agencies teamed up to pool their experience and expertise. Determined and scrappy in the face of a difficult market, this small group believed that agencies could be stronger and more successful if they linked arms. Today, that passion and spirit that started Keystone continues. Growing to over 300 independent agency partners, Keystone provides its agents with a community of like-minded agencies, industry expertise, and access to specialized products for their clients. Keystone is ranked third on Insurance Journal's 2023 list of Top 20 Privately-Held Property/Casualty Agency Partnerships. For more information, go to www.keystoneinsgrp.com.

We’re Advisors, Not Just Brokers. We exist to pursue your best interests. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can’t – or don’t bother to. That’s how we get to the proactive side of insurance, where your company really gains the edge. It’s empowering to know you have a team who’s constantly surveying – assessing what’s happened before, what’s happening now, and what’s coming next. The moment you need to make a change we’ll spring into action together. Gibson was founded nearly 100 years ago. And since day one, we’ve been driven by our relationships with our clients, employees, and community. Our first office in Plymouth, Indiana was opened in 1933, and as our reach grew, so did our Gibson team. Today, we serve both local and national clients from our six offices across the country. We started as a family business, grew to include employee stockholders, and in 2011, we became an ESOP – employee-owned. Today, we sit in the top 1% of US independent insurance brokers. Why does being independent matter? It means we have the freedom to make your best interests our own, act quickly on your behalf, and pursue the new paths that make us all better. We’re proud to have created a team in which our values and how we practice them every day consistently earn us best practices and best places to work honors.

Collaboration Centric Solutions -It’s the core of what we do. Working together to fundamentally change the face of employee benefits consulting. Member firms joined forces for this sole purpose: strategic collaboration with our clients, carriers, and technology partners to create innovative product and service offerings that deliver greater quality and value. We represent a refreshing approach to the increasingly commoditized public firm strategy of consolidation nationally. While the majority of the marketplace is served by big box national firms with little ability to offer unique products and services, C2 member firms stay true to our independent roots, with global reach and local touch, in order to meet the increasing needs of our growing client base.

Since 1945, Nulty Insurance has been carrying on a legacy as a trusted independent insurance agency. Guiding and protecting our clients by providing maximum insurance protection matched with exceptional customer service. Your family, your business, your employees, and your possessions are all important to you, but you may not know how to best protect them. Our experience helps us navigate the unique risks you face, serving as your insurance advisor.

Edge Insurance Group is a privately held, independent employee benefits agency with office locations in Grand Rapids and Lansing, Michigan. The agency was founded on several basic principles that business is earned by delivering value through consistent communication, transparency and the sharing of knowledge and resources. Our belief is by delivering on these fundamental principles, we will build long term, beneficial relationships with our clients. Our team at Edge Insurance Group is dedicated to helping our clients manage the increasingly complex world of employee benefits. Employee benefits program design, implementation and servicing is what we specialize in. The Edge Insurance Group team of professionals brings over 175 years of combined group insurance experience for our clients benefit. We do what we do because we believe there is a better way. Our firm has a proven service model and is committed to bringing value to the client relationship and every business transaction. Every client interaction is a building block on our founding principles: Consistent Communication -Each client has a service plan with built in points of planned communication throughout the year -Personalized communications on topics or industry news items, “what does it mean to you” Transparency -Financial reporting package to gauge plan performance -Plan utilization information to measure how employees and their family members are using the benefits -Pricing of products -Our compensation Knowledge Each Edge Insurance Group team member has between four and thirty-two years of industry experience in one or multiple areas such as: -Claims -Customer Service -Account Management -Plan design consulting -Rate negotiation -TPA administration -Stop loss negotiation -Benefits administration system management -Eligibility maintenance

OVD Insurance is a privately owned, partner-led insurance agency that delivers value, driven guidance in Business Insurance, Employee Benefits, Personal Insurance, and Risk Solutions. Founded in 1982, we believe insurance should always be tailored for you and your business. We are a hungry team, it’s in our DNA to chase new ways to serve our clients and we are fired up about the future.