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FOUR INSURANCE AGENCIES FORM BENEFIT
ALLIANT, LLC Employee Benefits Cooperative Delivers Added
Value
MEQUON, WI - Four local
independent insurance agencies, in a concerted bid to offer more value-added
services to clients, announced they have formed Benefit Alliant, LLC, an
employee benefits insurance cooperative.
The agencies, Fitzgerald,
Clayton, James & Kasten, Capital Marine Insurance Agency, and David J.
Banholzer, all of which have a strong focus on customer service, founded the
alliance in late 2001. Werner & Associates, another like-minded agency,
joined Benefit Alliant, LLC, shortly afterward.
"By combining our
strengths, we can provide our clients with the best insurance solutions in the
marketplace. Our combined market share expands our buying power, and our
customers benefit from the stronger partnerships we are developing with our
existing insurance companies," said Richard E. Twietmeyer, managing partner of
Benefit Alliant, LLC.
Tweitmeyer, who also serves as president of
Fitzgerald, Clayton, James & Kasten, noted that the four agencies have
invested in value-added services and products, including a comprehensive
Compliance Check and a series of audits to check compliance with federal
regulations. Other value-added services include the services of a qualified
plan specialist and human resources.
"We are a very enthusiastic team
of professionals. Our clients see us more as trusted advisors, working as
partners to insure their assets and manage their risk more effectively,"
Tweitmeyer said.
Tweitmeyer praised the strong personal and
professional commitment each partner brings to Alliant Benefit. "We are focused
on doing what's best for our clients, which is the best way to insure our own
success," he said.
Benefit Alliant Add One Capital Marine Insurance
Agency is a 1-person agency that offers employee benefits insurance, and Mr.
Jeff Esser is the agency's president.
David J. Banholzer is a 3-person
agency that offers employee benefits insurance, and Mr. Scot Banholzer serves
as agency president.
Werner & Associates is a 2-person agency that
offers employee benefits insurance, and Mr. Stephen Werner serves as its
president.
Fitzgerald, Clayton, James & Kasten is one of the oldest
insurance agencies in the state, with 35 enthusiastic employee professionals
experienced in commercial, small business, employee benefits, health
care/professional and personal lines of insurance, as well as value-added risk
management solutions.
Fitzgerald, Clayton, James & Kasten 10335 N Port
Washington Road - Mequon, WI 53092 Ph 262-478-3255 - Fax 262-478-3260 - Toll
Free 866-700-3255
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