Our Areas of Expertise
Commercial Insurance
We know that every business faces unique challenges and risks. That’s why we give our clients the personalized care they need to reach the right solution. We’ll listen to your concerns, and work with you to develop a strategic plan of action.
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Affluent individuals and families require specialized insurance solutions, beyond the scope of what standard personal insurance programs can provide.
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P&C Market Update: U.S. Insurance Industry Shows Signs of Stabilization Amidst Varied Challenges
Deerfield, IL (September 10, 2024) — Alera Group’s 2024 Property and Casualty Market Update
reveals that the U.S. insurance market is beginning to stabilize, reflecting a shift from the previous period of volatility.
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Alera Group Acquires Advanced Capital Group
Alera Group, a top national insurance and financial services firm, announced today the acquisition of Minnesota-based Advanced Capital Group (ACG). The acquisition adds $24 billion in retirement plan and wealth assets.
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Alera Group Announces New Leadership: Jim Blue to Assume CEO Role, Alan Levitz Named Executive Chairman
Alera Group, a top national insurance and financial services firm, today announced that its president, Jim Blue, will become Chief Executive Officer, effective January 1, 2025. He will succeed Alan Levitz, who will become Alera Group’s Executive Chairman.
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Certain individuals associated with Alera Group Inc. offer investment advisory services through Alera Investment Advisors, LLC; and are registered to offer securities through Triad Advisors, Inc., Member FINRA/SIPC Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck.
Alera Group Inc., Alera Group, Inc. and Alera Investment Advisors, LLC are not affiliated with Triad Advisors, Inc.
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