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
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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Alera Group’s Mary Delaney shares insights on GLP-1 use in Benefits Pro article
Alera Group’s Vital Incite office is one of the great differentiators that sets us apart from other national firms and employee benefits practices. Vital Incite Managing Partner Mary Delaney recently demonstrated her office’s expertise on the hot topic of weight-loss medications with an article in the popular online publication Benefits Pro.
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Alera Group Acquires Trimble-Batjer
Deerfield, IL (May 9, 2024) — Alera Group, a top national insurance and financial services firm, announced today the acquisition of Texas-based Trimble-Batjer.
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Events and Webinars
Employee Benefits
Collaborative Conversations: 2025 - What to Expect and What You Need to Know
Save the date for a conversation in September where we will discuss the impending PLO changes by BOLI and the Employment Department, their impacts, and other critical considerations.
September 12, 2024 at 08:30 am PT | Virtual
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