We are an independent insurance agency specializing in various types of insurance products. We represent many of the top insurance companies in the country. This allows us to place each policy with an insurer that is well-suited for your needs.
Our experienced staff is here to help with your business, benefits, and personal insurance needs. We view our role as more than your insurance agent. We are committed to building lasting relationships with our clients and the insurance companies that we represent. We do this by providing quality, value-added services and by developing long-term solutions for your risk management strategy.
Providing you with a full range of the highest quality insurance products and services at competitive pricing.
Protecting your assets by addressing complex insurance needs through the development of innovative, customized, insurance programs.
Maintaining highly professional, highly motivated staff that is committed to serving your needs.
Embracing client service, striving to exceed expectations while being sensitive and responsive to your needs is our highest concern.
For plan years ending in 2015, plan sponsors of self-funded health plans must pay a PCORI fee by August 1, 2016. Use IRS Form 720 to pay the fee.
Monday, July 18, 2016
This is Leavitt's Quarterly Update of Deadlines and Reminders in the upcoming quarter. This is for third quarter of 2016.
Thursday, July 7, 2016
DOL penalties for ERISA violations will increase for penalties imposed after August 1, 2016.
Thursday, July 7, 2016
Owner-owned captives are one of the most common types of captives. Download this white paper to learn more about how they work and what you need to know before entering a captive.
Wednesday, July 6, 2016
Life insurance for key employees (key man life or key person life) protects a business from losses that can be incurred after the unexpected passing of a key employee.
Wednesday, June 29, 2016
While life insurance is essential for taking care of family members when you die, it can also be a critical strategic tool when it comes to wealth management.
Thursday, April 21, 2016
We work to develop lasting client relationships. As a privately-held firm, we have the flexibility to make long-term decisions with you. Our performance is not judged by Wall Street every quarter, but rather by the quality of relationships we maintain.
As the 10th largest privately-held insurance brokerage in the nation*, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy.
As a result of our local managing co-owner and on-the-ground decision makers, our interest in your success results in a greater level of service and commitment to your business. We match solutions to your needs and geography.
We believe in operating with complete integrity and transparency. We have a long history based on this principle, and it is a vital part of our culture. As we bring people into our organization, we look for those who share our values, thus fostering relationships based on trust—for employees, insurance companies, and clients.
*According to Insurance Journal, August 2014 issue.