Broad Reach Benefits is an Alera Group Company! What’s Alera Group you ask? Alera Group is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States. Broad Reach Benefits joined Alera Group in 2019. Our founder, Philip Cohen, has known and worked with many of the principals within Alera Group for over 15 years.
In case you were wondering, the word “Alera” is derived from the Latin word for “eagle,” which is symbolic of prosperity and success. For Alera Group firms, success is demonstrated through the speed, simplicity and efficiency of our service, along with the clarity of thought that our clients demand.
Why should you work with an Alera Group firm?
Alera Group provides the best of both worlds – national scope combined with local service. Our mission is to transform the client experience by providing a greater depth and breadth of resources, innovative thinking, and constant collaboration while maintaining strong local relationships. Our partner firms are high-performing and entrepreneurial in nature and aren’t assimilated and homogenized into a national big-box type operation.
National Scope
Today, Alera Group is the nation’s 7th largest privately held employee benefits firm and the 14th largest privately held multi-line insurance agency. Our clients benefit from our national resources and broad expertise. Whether we are:
- Designing an innovative and affordable benefit plan for a mid-sized corporation in Boca Raton, FL
- Guiding a wealth management client across the finish line into retirement in Anchorage, AK
- Consulting with a new risk management client about how to proactively reduce losses on construction sites in New York City
Local Service
Each Alera Group firm is unique, with individual local and niche industry specialties. Alera Group partner firms care about their local communities and often have long-standing relationships with clients that span years or even generations. Alera Group encourages both a collaborative culture and the opportunity for each firm to have its own personality. Broad Reach Benefits and Alera believe this enables us to deliver exceptional client experiences and the best possible outcomes – positively impacting our employees, clients and the communities where we live and work.