United Benefit Advisors ® (UBA ®) is a unique community of more than 140 of the most successful and most trusted independent employee benefits advisory firms in North America and Europe. With members in more than 46 states, one in Canada and one in the United Kingdom, UBA is among the nation’s largest employee benefits advisory organizations.
BAN’s mission is to help our members improve their performance and profitability through best practices learning, as well as sharing knowledge, proven growth strategies, enhanced operating efficiencies and access to proprietary resources. We value intellectual collaboration and tapping into the expertise of our members, who we like to call Smart Partners.
With more than 155 Member Firms in 40 states, Switzerland, United Arab Emirates, and the United Kingdom, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. For more information about M Financial Group, please visit www.mfin.com.
SIAA is dedicated to the creation, retention, and growth of the independent insurance agency distribution system. As the largest national alliance of independent agents, SIAA has signed over 6,700 member agencies since its origin in 1995 through 49 master agencies across the continental United States. SIAA brings profitable premium growth and quality relationship integration between its member agencies and strategic partner companies (insurance carriers) and provides a wide range of resources to help member agencies increase sales, retention, revenue, and value. Visit www.siaa.net.
Founded in 2006, Wrangle has prepared more than 120,000 health and welfare 5500s, and for each one, Wrangle has managed the process from start to finish, uniquely approaching each one with its specific details. Our goal is to eliminate the burden and hassle of the health and welfare Form 5500 from your busy schedule. Preparing the Health and Welfare Form 5500 is really only telling half of the story of an Employee Benefit Welfare Plan. Starting in 2017, Wrangle can tell the full story by preparing and providing the ERISA Plan Document(s) and SPDs, such as for a Mega-Wrap Plan, Self-Insured Plans, etc. as well as running Non-Discrimination testing (Sections 125 and 105(h)) and drafting HIPAA Handbooks.
The Saltzman Group is a consultancy focused on helping entrepreneurs and organizations use change as a catalyst to profitability. Our weekly ShiftShapers podcast (available at www.shiftshapersonline.com) features industry thought leaders who are creating the future of the insurance industry.
Founded in 1954, Assurex Global is an exclusive partnership of the world's premier independent insurance agents and brokers, offering 500+ offices on six continents and more than $28 billion in premium volume. We marshal the experience, expertise, products and services of the world's most successful and respected independent risk management, commercial insurance and employee benefits professionals to provide you with unsurpassed service.
BenefitScape, is the industry leader in ACA Compliance and Reporting. With 10 years of experience in health care compliance, BenefitScape offers a pain-free solution for employers. Their expertise provides brokers with a knowledge base that helps them secure and obtain clients. BenefitScape’s insight and experience are available to miEdge customers without charge.