Making a Difference

Our core purpose: to make a difference. We strive to be the company most known for contributing to the success of others.

PRODUCTS & SERVICES

Our Areas of Expertise

Retirement Plan Services

A retirement plan is one of the best ways that employers can reward employees with an important benefit while simultaneously providing tax advantages to their business.

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Medicare Coverage

JA Counter's licensed insurance agents are available to educate and help employers and individuals with their Medicare and individual health plan options. It can be confusing to determine which plan is right for each individual.

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Individual Coverage

At Alera Group, our priority is to offer our clients the very best options when it comes to health insurance.  Whether you are an individual, sole proprietor or entrepreneur, we are here with broad programs that are custom-designed to meet your needs.

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Wealth Services

Alera Group's wealth management practice focuses on an integrated approach to managing client wealth through financial planning, estate planning and investment management. 

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Corporate News

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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Events and Webinars