HUB International Limited is a prominent global insurance brokerage that offers a diverse range of insurance and advisory services. Founded in 1998 and headquartered in Chicago, Illinois, the company provides business insurance products such as commercial property, general liability, cyber liability, and professional liability, alongside employee benefits including health and retirement planning. HUB International also delivers personal insurance solutions for property, casualty, health, and life. Its comprehensive services extend to risk management, claims management, and human resources consulting. The firm caters to various industries, including agribusiness, construction, healthcare, and education, with a network of over 300 satellite offices across North America and Brazil. HUB International’s structure allows it to address local market needs effectively while maintaining consistent operational standards. The company is recognized among the largest insurance brokers in the world, emphasizing its commitment to helping clients evaluate and manage their risks.
IBG Financial Partners specializes in investment management services and fiduciary consulting for retirement plans. The firm assists plan sponsors by providing guidance in investment strategies, plan design, administration, and cost management. By focusing on these key areas, IBG Financial Partners aims to ensure the success of retirement plans and support clients throughout their retirement planning journey.
Plan Sponsor Consultants is a nationally recognized independent retirement plan consulting firm offering expertise and guidance on retirement plan management for all plan types and sizes.
Operator of a retirement consulting firm intended to serve corporations and nonprofit organizations. The company provides fiduciary governance, investment analytics, employee retirement plan education and retirement planning guidance.
Perennial Pension & Wealth is an independent financial services company in New York that provides pension, retirement planning, wealth management services and strategies to both organizations and individuals.
Foster & Parker Insurance Agency, Inc., founded in 1959 and based in Madera, California, is a full-service independent insurance brokerage. The agency specializes in a variety of insurance products, including home, auto, business, farm, and life and health insurance, as well as risk management solutions. As of June 2019, it operates as a subsidiary of HUB International Limited, enhancing its ability to provide comprehensive insurance services to its clients.
Porchlight Financial
Acquisition in 2019
Porchlight Financial is a full-service group retirement plan consulting firm with 25 years of experience in helping employers and employees.
Peak Financial Group is an independent firm specializing in retirement plan services, providing retirement plan design assistance and comprehensive employee education programs to businesses of all sizes to help them develop a road map to save toward their future goal of financial independence.
Benefit Broker Services Inc.
Acquisition in 2018
Benefit Broker Services Inc. is provides employee benefits and pension plans.
Pointbreak Consulting Group Ltd., founded in 1993 and based in Burnaby, Canada, specializes in employee benefits and pension consulting services. As a subsidiary of HUB International Limited, the company offers a range of advisory services focused on designing flexible benefit programs. By employing a pooled concept, Pointbreak helps mitigate risk for midsize organizations, allowing them to take advantage of tailored benefits solutions. The firm’s experienced team of industry experts is dedicated to providing comprehensive retirement and pension consulting services, ensuring clients receive effective strategies to manage their employee benefits.
Parq Advisors is a prominent independent firm specializing in life insurance and estate planning services for ultra-affluent individuals and families, including high-profile athletes, entertainers, executives, and entrepreneurs. The firm collaborates with leading law firms, accounting firms, and business management firms to provide comprehensive wealth protection and transfer planning. Parq Advisors employs a team-based approach, ensuring clients benefit from the expertise of multiple professionals, including a dedicated case manager. This collaborative model enhances the discovery and implementation process, allowing for innovative solutions tailored to client needs. With over 115 years of combined experience and relationships with more than 50 insurance carriers, Parq Advisors offers optimal pricing and stable coverage options. The firm’s commitment to integrity, transparency, and professionalism underpins its mission to deliver exceptional service, defining its legacy through the success of its clients.
Equity Risk Partners, Inc. is an insurance brokerage and risk management consulting firm that specializes in serving the private equity industry and its portfolio companies. Founded in 1994 and headquartered in San Francisco, with additional offices in New York and Chicago, the firm offers a wide range of services including due diligence, risk management, and employee benefits consulting. They evaluate and customize insurance programs for portfolio companies, ensuring coverage is adequate and competitive. Their risk management services encompass enterprise risk management, exposure analysis, and safety and loss control. Additionally, Equity Risk Partners provides transactional solutions such as representations and warranties insurance and tax indemnity insurance. The firm focuses on building long-term relationships with private equity firms and their advisors to enhance efficiency and investment returns on transactions. As of 2016, Equity Risk Partners operates as a subsidiary of HUB International Limited.
Brown Agency, Inc.
Acquisition in 2015
Brown Agency, Inc. is a multi-line agency providing commercial and personal insurance services, as well as employee benefit products.
Peterson Milaney Insurance Associates
Acquisition in 2014
Peterson Milaney Insurance Associates is provides property and casualty insurance brokerage services.
Patrion Insurance Services
Acquisition in 2012
Patrion Insurance Services is provides insurance brokerage services.
William Palumbo Insurance Agency is provides retail insurance brokerage services. It offers full service insurance brokerage services, including property and casualty, personal lines, employee benefits, and life insurance products and services
M.B. Plumpton Insurance Consultants
Acquisition in 2011
M.B. Plumpton Insurance Consultants Inc. is offers insurance brokerage services. The company offers employee benefits and life insurance products and services to businesses and individuals. The company caters to manufacturing and forestry industry.
Personal Lines Insurance Brokerage
Acquisition in 2005
Personal Lines Insurance Brokerage is provides personal property and casualty insurance, and risk management services. The company offers insurance products and services for homeowner, automobile, excess liability, valuable articles, and watercraft, as well as provides personal asset protection to individuals and families, and fine art services. It serves individuals and their advisors through a national network of offices.
THB Intermediaries, LLC is a national boutique brokerage specializing in the placement of facultative property and casualty reinsurance and program administration. Since its creation in 1984, THB has been a recognized leader in this specialized market segment operating through its strategically located offices in New York, Hartford, Atlanta, Chicago, Dallas and Los Angeles. Facultative brokers are "risk specialists", placing the most difficult account exposures such as windstorm, flood and earthquake in the property sector and workers' compensation, general liability and auto liability in the casualty sector. THB Intermediaries is fundamentally different from other brokerages. Unlike our facultative competitors who serve as mere service centers for a larger treaty operation, THB Intermediaries was conceived and operates as a true stand-alone facultative specialist. Also unlike many of our competitors who function primarily as conduits on business generated by their retail parent, THB produces its own business directly from a diverse, national client base of insurance carriers, retail and wholesale brokers and managing general agents and administers all accounting and claims through our proprietary facultative software known as "Profac". Profac provides a seamless integration of placement, accounting and claims documentation that ensures a measure of speed and accuracy that is without peer in facultative brokerage.
J.P. Flanagan is provider of insurance brokerage services. It is specializing in property, casualty and professional liability products, enabling lawyers to maintain their professional liability insurance
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