Foster Benefit Resources is a full service general agency specializing in fully insured employee benefits.

Texas Benefit Alliance is a benefit agency that goes beyond benefits. Our goal is for every employee to get the most out of their benefits and to know the most about their benefits. Every business we partner with gets the most out of their broker relationship because they are seen not as a client but as a partner. We specialize in the following areas: • Benefit Plan Design • Negotiating Renewals • Streamlining Onboarding/Benefit Administration • Easy to use/Mobile friendly enrollment platform • Connection with EDI feeds and “One-Click” COBRA administration • Ensuring ACA and DOL Compliance • Drafting Section-125, Summary Plan Descriptions, and other Compliance Documents • Employee Engagement and Education • Learning Management Tool for Employee on the job Training

Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.

Established in 2017 (ICAI FRN: 032326N). Firm is multifaceted medium sized CA firm offering a broad spectrum of services to its diverse clientele in the field of Audit and Assurance, Tax Advisory Services (Direct and Indirect Tax), Virtual Accounting and Bookkeeping Services, Corporate Advisory and Risk and Transaction Advisory. The growth, is mainly attributable to our unwavering attention on the quality of service we offer and the emphasis we put on constant up gradation of our capabilities. We also owe our success to our being able to build over a period of time a well-knit team of highly competent professionals dedicated to offering the best of services to all our clients.

LTCI Partners, LLC is a brokerage general agency specializing in Long-Term Care Insurance. We operate nationwide . LTCI Partners provide a full range of products and services, including: - LTCI training and marketing expertise. - Plan design and proposal preparation. - Pre-underwriting inquiries. - Group and Association LTCI solutions. - Application submission and processing Our customers include Financial Planners, Life Insurance Producers, Benefit Advisors, CPAs, Banks and anyone else interested in adding Long-Term Care Insurance to their product portfolio. One of the most essential pieces of a sound financial plan is Long-Term Care Insurance. Because of its importance, and the difficulties involved in staying on top of such an ever-changing market, LTCI Partners has designed a national platform to provide expert assistance to agents as they look to provide the best advice to their clients. LTCI Partners is available to provide you assistance with everything from pre-screening and proposal preparation, to obtaining applications and answering your client's questions. Please contact us for all your long-term care insurance needs.

Secure Benefits, nestled in the heart of San Antonio, TX, is a trusted insurance broker specializing in employer benefits. Renowned for their local and regional expertise, they excel in crafting comprehensive medical and ancillary benefit packages for businesses. This office is an integral part of a local brokerage firm, ensuring a personalized touch and a deep understanding of the unique needs of the community. With a track record that speaks volumes, Secure Benefits has successfully catered to a diverse range of industries. Their portfolio boasts esteemed clients such as Alamo Cement Company, a key player in the cement and concrete product manufacturing sector, with a participant count surpassing 1610. Similarly, they've extended their exceptional services to Architecural Division 8, a prominent entity in the lumber and construction materials merchant wholesalers industry, boasting 160+ participants. Lacks Valley Stores Ltd, a retail giant with 550+ participants, also entrusts Secure Benefits for their employee benefit needs. What sets Secure Benefits apart is their unwavering commitment to midsize employers. The team's demonstrated experience in this segment underscores their ability to tailor solutions that align with the specific demands of businesses in this category. For San Antonio employers seeking a reliable partner for navigating the complex landscape of employee benefits, Secure Benefits stands out as a beacon of expertise and dedication.

ClarkAdamson Insurance, based in Dallas, Texas, presents itself as a comprehensive solution provider in the insurance sector. This larger office location demonstrates a deep commitment to serving local and regional employers, particularly in the areas of medical and ancillary benefits. The firm boasts significant expertise in a variety of industries, with a notable emphasis on the steel product manufacturing sector. Their top clients include Ba-Ker Tankhead in the steel product manufacturing from purchased steel industry, Fx5 Construction & Excavation in the specialty trade contractors industry, and Superior Machining Fabrication in the general purpose machinery manufacturing industry, all based in Texas and having 100+, 220+, and 250+ participants, respectively. This Dallas office of ClarkAdamson Insurance stands out for its ability to cater to the specific needs of midsize employers. It offers a wide range of high-quality employee benefit programs, tailored to meet the unique demands of each business it serves. The firm ensures its clients have access to every insurance carrier in the market, enabling the construction of optimal benefits programs that align with each organization's goals. Furthermore, ClarkAdamson Insurance places a strong emphasis on innovative tools and technology. Clients working with this office gain access to customized client portals, specifically designed for their organization and industry. These portals include features such as benefit administration systems, bilingual enrollment support, consolidated billing, stewardship reports, call center enrollment, and enrollment guides. This technological approach allows clients to manage their employee benefits more efficiently and effectively. Additionally, the firm is highly committed to helping clients navigate complex regulatory landscapes. They provide essential tools and resources for compliance with the Affordable Care Act (ACA), ERISA, and other changing compliance requirements. This includes support in HR, OSHA logs, various reporting requirements, and the generation of employee handbooks and learning management systems. In summary, ClarkAdamson Insurance in Dallas is a robust and technologically advanced insurance broker, providing a wide array of services and expertise to midsize employers across various industries, with a particular focus on medical and ancillary benefits.

Big Benefit's Dallas, TX office stands out as a robust and dynamic player in the insurance brokerage industry, particularly skilled in catering to midsize employers. This larger office is part of a local brokerage firm, which allows them to offer personalized services with a broad reach. They have carved a niche in working efficiently with self-funded clients, showcasing their adaptability and expertise in complex insurance scenarios. Their proficiency is notably evident across various industries, with a special emphasis on services to buildings and dwellings, and travel arrangement and reservation services. Big Benefit's client roster in Dallas is impressive and diverse, reflecting their ability to meet the specific needs of different sectors. For instance, they have successfully managed the insurance needs of Champion National Security, a significant player in the professional, scientific, and technical services industry, covering over 1150 participants. This demonstrates their capacity to handle large-scale insurance requirements with finesse. Moreover, their portfolio includes Coach-Net RV Motor Club in the travel arrangement and reservation services industry, efficiently serving over 120 participants. This highlights their agility in managing specialized insurance needs in the dynamic travel sector. Another notable client, Superscapes, operating in the services to buildings and dwellings industry with 220+ participants, further illustrates Big Benefit's versatility and depth in understanding varied industry demands. Big Benefit's Dallas office is a testament to their commitment to providing tailored insurance solutions, especially for midsize employers, across a spectrum of industries, ensuring comprehensive coverage and peace of mind for their clients.

We are Healthcare innovators challenging the status quo. How has your healthcare agent or consultant added to the value of your bottom line? Your organization? Your employee's lives? As we race into 2018 we can answer those questions and show proven strategies to help lower your cost over time. We are consistently answering the question “Why has no one else ever shown us this?” Because no one else has a real interest in lowering your cost. Next Level Insurance Agency was founded by Danny O'Connell and a dedicated team of service professionals who knew there was a better way to serve businesses & individuals. We have created numerous innovative forward thinking solutions for employers and individuals to help address the increasing cost of healthcare while balancing value based plans. Our CORE Values: Innovation, Communication, Client Focused, Accountable, & Team Focused Contact us to see how we can help you too! #ABetterWay

Summit Financial, LLC ("SF") an independent investment advisory firm is proud to continue a 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, financial planning, and investment solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through SF an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author. SF is not affiliated with LinkedIn, Inc. Any external URLs, links or websites mentioned are unaffiliated with SF. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations. Merchant Wealth Management Holdings, LLC, an affiliate of Merchant Investment Management, LLC, owns a minority, non-controlling interest in SF.

Heritage-Rm is a reputable local insurance broker with an office situated in Lubbock, Texas. Known for their extensive experience and expertise, they have established themselves as one of the top brokerages in the Lubbock market. Their client base spans across large, midsize, and small employers, catering to their diverse insurance needs. Their Lubbock office serves clients not only in Texas but also across Illinois, showcasing their ability to provide comprehensive insurance solutions to businesses in different states. One notable example of their successful collaboration in Illinois is their work with Norton Energy Drilling, a leading employer in the oil and gas extraction industry with a workforce of 100 members. Heritage-Rm collaborated closely with Norton Energy Drilling's HR and finance team to develop a tailored self-funding arrangement that addressed the unique needs of their members. In addition to Norton Energy Drilling, their clientele in the Lubbock office includes notable employers such as Madera Residential, LLC, Apollo Medflight LLC, Children's Home Healthcare Dallas, and JF Heritage LLC. Heritage-Rm possesses strong expertise across various industries, including oil and gas extraction, heavy and civil engineering construction, and healthcare and social assistance. Their proficiency in working with self-funded employers, coupled with their wide-ranging experience across different client sizes and industries, has contributed to their excellent M Score, reflecting their commitment to delivering exceptional insurance services tailored to their clients' specific requirements.

Frost provides banking, investments, and insurance services to businesses and individuals throughout Texas. Founded in 1868, Frost is one of the 50 largest U.S. banks by asset size. At Frost, everything we do is aimed at making customers’ lives better. We do it by creating and delivering great experiences to them every time they interact with us. Through teamwork, collaboration and a commitment from everyone involved, we’ve succeeded in that goal time and time again. And we’re incredibly proud of the results—technology that helps us serve our customers, industry-leading security that inspires confidence and a quick and agile workforce that serves our customers in ways no other bank can. Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. For more information on our social media policies, please visit frostbank.com/social.