World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions. Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing. Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges. This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business.

Capstone is a global, alternative investment management firm operating across a broad range of derivatives-based strategies with a deep understanding of volatility. With approximately $11.3 billion of AUM and 293 employees (as of February 29, 2024), Capstone was formed in 2007 and is headquartered in New York with offices in London, Amsterdam, Hong Kong, Los Angeles, Stamford, and Boston. Through strategic insight, market-leading expertise and advanced technology, we seek to anticipate and harness the complexities of world markets, creating unique opportunities for our clients, team and industry.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.

Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

Innovative Benefit Planning is an employee benefit planning and financial services company that combines innovation with integrity for companies across the United States. Our people and experience, coupled with sound financial services, have helped thousands of organizations and their employees achieve their employee benefit planning goals and more.

Special Risk Insurance Services, Inc. is a Mid-Atlantic based insurance brokerage firm specializing in the placement and management of corporate sponsored employee benefits. Since 1985, we have developed client relationships that are driven by the desire to earn their trust and confidence, while exceeding their expectations. Our commitment is to provide clients expertise, integrity, savings and value-added administrative support for their corporate accident, life, disability and consumer driven voluntary benefits. Our success in maintaining an 18-year average client tenure while managing $140M in benefit costs is a direct result of providing competitive contract terms, conditions and service delivery. Many of our clients worked directly with their insurers until we proposed what we could do for them and, as a result of our involvement, our clients have saved $27M in premium in the last three years.

Bunker Hill Insurance & Consulting, situated in the vibrant heart of New York, NY, stands out as a significant player in the realm of employer benefits. As a local brokerage firm, they bring a personalized touch to their services, ensuring that each client's unique needs are met with expertise and dedication. This office, notably larger than average, has carved a niche in partnering with local and regional employers, particularly focusing on medical and ancillary benefits. Their proficiency is especially pronounced in the insurance and employee benefit funds industries. A testament to their capability is the successful management of the Board of Trustees Local 318 Health & Welfare Trust Fund in New Jersey. This key client, with over 170 participants, highlights Bunker Hill Insurance & Consulting's ability to handle complex benefit structures and large participant bases with ease. This broker's experience isn't limited to large entities; they have also demonstrated remarkable expertise with midsize employers. This versatility allows them to cater to a broad spectrum of clients, from burgeoning businesses to established corporations, ensuring that each receives optimal benefit solutions tailored to their specific needs and scales. Bunker Hill's approach is grounded in a deep understanding of the local and regional market dynamics, enabling them to offer insightful and effective benefit solutions. Their commitment to excellence and client satisfaction makes them a go-to choice for businesses seeking comprehensive and customized insurance and employee benefit services in New York, NY.

Labor First LLC in Philadelphia, PA, stands as a trusted insurance broker with a proven track record of providing expert services to local and regional employers, specializing in medical and ancillary benefits. With a focus on industries such as general freight trucking and building equipment contractors, this office location boasts a wealth of experience that sets them apart in the competitive insurance landscape. One of Labor First LLC's strengths lies in their deep understanding of employer needs, exemplified by their impressive client portfolio. Notable among their top customers are the Board of Trustees of Local 295 IBT Employer Group Welfare Fund, a key player in the general freight trucking industry based in NY with over 530 participants. Additionally, they serve the Board of Trustees-Teamsters Local 671 Health Services in CT, a significant force in the general freight trucking industry with 830+ participants, and the Plumbers & Pipefitters LU No572 Health & Welfare Fund in TN, a leader in the building equipment contractors industry with 340+ participants. As a local brokerage firm, Labor First LLC is deeply rooted in the community, providing personalized and tailored solutions to meet the diverse needs of their clients. Their extensive expertise in navigating the complexities of insurance in various industries makes them a reliable partner for employers seeking comprehensive and effective benefits solutions.

EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance, and private client services. The EPIC office in Mount Laurel has an M Score of 5, which is the highest score possible based on wide experience with business clients and positive customer feedback. EPIC is a leading provider of employee benefits and risk management services. Established in 1979, EPIC provides a full range of customer-focused solutions to help clients in the United States, Canada, Latin America, and the Caribbean manage their employee benefit programs. The company's success derives mainly from its ability to align its customer service emphasis with today's challenges that drive employer demand. EPIC invests heavily in strengthening its client relationships through customized offerings that are designed to meet market needs. The company's strategy has also been characterized by an activism rooted in core values of integrity, responsibility, innovation, and partnership. As a result, customers enjoy competitive pricing while receiving outstanding service and quality products.

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.

Hafetz & Associates is an independent insurance agency, specializing in employee health benefits and offering superior customer and broker services. We offer CE Courses, sales training, a fully-licensed staff, and over 25 years of award-winning experience. As a client you will have your own personal representative who will work on all of your health insurance solutions. Our experts will handle all of your billing and claim inquiries directly with your carrier, and we will make any employee additions and deletions from our offices. As one of a handful of Master Brokers for Horizon Blue Cross Blue Shield of New Jersey, we can develop customized solutions to fit your health insurance needs. Our ideas can improve your present group health insurance coverage and make sure you are getting the best plan for your money. Our commitment is to use our experience and knowledge to provide quality protection and personal service at an excellent value to individuals and groups.