Listings in Life Insurance, Mergers & Acquisitions, Wellness and Affinity Partner

Alera Group

3 Parkway North, Suite 500, Chicago, Illinois 60015

Alera Group acquires high-quality, like-minded partners who share in our vision and values. This means that as Alera Group grows, so does our industry expertise, local relationships and collaborative culture.

317-691-5061

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in Mergers & Acquisitions

HealthEquity

in COBRA Solutions Wellness

HealthEquity

866-855-8908

[email protected]

15 West Scenic Pointe Drive, Draper, Utah 84020

HealthEquity is a leading administrator of Health Savings Accounts (HSAs) and other consumer-directed benefits.

866-855-8908

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in COBRA Solutions Wellness

AgencySmart

in Affinity Partner

AgencySmart

(888) 778-5423

[email protected]

250 Passaic Avenue, Suite 210, Fairfield, New Jersey 07004

AgencySmart is an “all-in-one” cloud-based agency-management solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting).

(888) 778-5423

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SentryHealth

SentryHealth

7400 New LaGrange Road Suite 250, Louisville, Kentucky 40222

SentryHealth is leading the charge in employee health and wellbeing. Integrating smart technology with personalized guidance from Registered Nurse Advocates, we empower employees to make smarter health-related decisions while guiding them to quality.

866-543-4269

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in Wellness