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Listings in Life Insurance, Compliance Solution, Mergers & Acquisitions, Vision and Premier Affinity Partner

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Rosen Advisory Rosen Advisory
in Affinity Partner Mergers & Acquisitions
Rosen Advisory
404-992-5541
brett@rosenadvisory.com
www.rosenadvisory.com, Roswell, Georgia 30075
NABIP members are eligible for a free business valuation consultation with Rosen Advisory. Brett Rosen has helped countless members with questions about the value of their business and the M&A process, and has represented numerous sellers.
404-992-5541
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in Affinity Partner Mergers & Acquisitions
Dell Dell
in Member Benefit Premier Affinity Partner
Dell
855-900-5548
Rebecca_Gunn@Dell.com
855-900-5548
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in Member Benefit Premier Affinity Partner
Association Member Benefits Advisors (AMBA) Association Member Benefits Advisors (AMBA)
in Group Health Premier Affinity Partner
Association Member Benefits Advisors (AMBA)
888-424-2310
PLSales.service@mercer.com
12421 Meredith Drive, Urbandale, Iowa 50398
You can trust Mercer Consumer to custom-tailor an individual E&O policy to meet your needs.
888-424-2310
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in Group Health Premier Affinity Partner
AgencyBloc AgencyBloc
in Agency Management Software Technology Premier Affinity Partner
AgencyBloc
866-338-7075
sales@agencybloc.com
115 East 2nd Street, Cedar Falls, Iowa 50613
AgencyBloc, the #1 Agency Recommended Management Platform, supports life and health insurance agencies with industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.
866-338-7075
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in Agency Management Software Technology Premier Affinity Partner
RTO Benefits RTO Benefits
in Affinity Partner Compliance Solution
RTO Benefits
913-322-1536
7900 College Boulevard Suite 115, Overland Park, Kansas 66210
RTO Benefits has developed a comprehensive compliance solution that includes a website interfaced with our proprietary system to generate custom, compliant, ERISA documents and non-discrimination tests for employers.
913-322-1536
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in Affinity Partner Compliance Solution
CareValue CareValue
in Compliance Resources Individual Health Life Insurance Medicare Supplements
CareValue
855-888-8326
Info@CareValue.com
5263 Parkside Drive, Canandaigua, New York 14424
CareValue provides the technology and support that agents can rely on every step of the way! We provide back-office support and compliance assistance to Medicare agents throughout the United States, so that you can focus on selling!
855-888-8326
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in Compliance Resources Individual Health Life Insurance Medicare Supplements
Jack Schroeder and Associates, LLC Jack Schroeder and Associates, LLC
in Individual Health Life Insurance Medicare Supplements
Jack Schroeder and Associates, LLC
800-203-0433
info@jsaonline.com
3450 Packerland Drive, De Pere, Wisconsin 54115
We are a nationally recognized, award-winning Field Marketing Organization (FMO) and a leader in the wholesale insurance brokerage industry. We are headquartered in De Pere, Wisconsin.
800-203-0433
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in Individual Health Life Insurance Medicare Supplements
Alera Group Alera Group
in Mergers & Acquisitions
Alera Group
317-691-5061
matt.kistler@aleragroup.com
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
VSP Individual Plan VSP Individual Plan
in Individual Health Vision Wellness
VSP Individual Plan
916-851-4228
Monica.Spencer@vsp.com
3333 Quality Drive, Rancho Cordova, California 95670
VSP Individual Vision Plans were designed to provide solutions for millions without employer-sponsored vision care. For more than 65 years, VSP has put people before profits‚ pushing the limits on what's possible to help everyone see well and be well
916-851-4228
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in Individual Health Vision Wellness
Ameritas Ameritas
in Dental Vision Voluntary Benefits
Ameritas
800-659-2223
group_licensing@ameritas.com
Ameritas Group Division , 5900 O Street, Lincoln, Nebraska 68510
The group division of Ameritas has served customers since 1959, and today issues and administers dental, vision, LASIK, and hearing insurance and student loan repayment plans for more than 8 million people and 81,000 employer groups nationwide.
800-659-2223
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in Dental Vision Voluntary Benefits
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