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July 29
​Alliant Expands its Benefits Platform through the Acquisition of Senior Market Sales

Acquisition of Omaha, NE insurance marketing organization forms new line of business within Employee Benefits Group 

NEWPORT BEACH, CA — Alliant has entered into an agreement to acquire the premier insurance marketing organization (IMO) in the senior market, Senior Market Sales, Inc (SMS). The acquisition opens up a new line of business within Alliant’s Employee Benefits Group and brings a robust suite of innovative new insurance and financial services solutions to the firm that provide a defined strategic advantage to insurance agents across the United States.

“Integrating SMS’ powerful platform with Alliant enables us to provide our broker partners and their clients with service beyond today’s employee benefits,” said Tom Corbett, Chairman and CEO of Alliant. “This solidifies our commitment to a full-service benefits platform and diversifies our offerings with innovative new technologies, tools, and resources that will further enhance our products and services to agents across the U.S.” 

Founded in 1982, Omaha, NE-based SMS has more than 300 employees and 65,000 independent agents under contract. A technology leader with products and agents in all 50 states, SMS supports every facet of an agent’s business with a comprehensive senior product portfolio and a full range of tools, services, and marketing programs.

“Senior Market Sales and Alliant are truly a perfect fit. Both companies share common cultures and an entrepreneurial spirit. Both are client-focused and share an unwavering dedication to provide unparalleled service, quality products, and innovative solutions to our customers,” said Jim Summers, President of Senior Market Sales. “Joining Alliant pairs us with a national powerhouse in insurance and will provide SMS with a deep pool of resources and national reach, furthering our longstanding commitment to helping agents leverage time, make more money, and put their business in a position of distinction.” 

SMS’ broad product portfolio includes a robust suite of Medicare solutions, travel insurance, and financial services ranging from annuities to life and long-term care insurance. SMS also has a full-scale marketing platform. The new partnership with Alliant will further strengthen SMS’ reach and technology solutions as both companies partner to cultivate a forward-thinking platform for the future of employee benefits and consulting. 

The entire SMS team will join Alliant and continue serving clients nationwide under the Senior Market Sales name from its Omaha headquarters. Terms of the agreement were not disclosed.

July 17
Marcella Beasley Recognized by International Association of Insurance Professionals

Account manager named Young New Professional and Risk Management Professional of the Year

NEWPORT BEACH, CA — Alliant Insurance Services announced that Marcella Beasley, Account Manager, Alliant Construction, has received the Young New Professional of the Year and the Risk Management Professional of the Year awards from the International Association of Insurance Professionals (IAIP). These awards recognize members who have made significant contributions to the IAIP within two years of joining the association and who have demonstrated superior knowledge of the risk management field, experienced professional advancement through educational pursuits, and demonstrated leadership in the field.

“Marcella is a rising star and has made many positive contributions to the team, our clients, the community, and the industry,” said Trey Busch, Managing Director, Alliant Agribusiness. “This is well-deserved recognition of Marcella’s achievements. I wish Marcella continued success and I am proud to call her a member of our Construction Services Group.”

Due to the COVID-19 pandemic, the winners were presented with their awards at the 2020 Virtual Conference in June. The entire list of award recipients is available here.

Beasley was named 2019 Rookie of the Year by the IAIP and was a 2020 Rising Insurance Star Executive (RISE) recipient. Beasley earned bachelor's degrees in political science and in theater and dance from Santa Clara University, as well as a master’s degree in government and politics from St. John’s University, Rome Campus.

June 23
​Dan Schoenberg Joins Alliant Insurance Services

Transaction liability and tax insurance executive named Co-Leader of Mergers & Acquisitions Practice

NEWPORT BEACH, CA — Dan Schoenberg, one of the nation’s foremost authorities on transaction liability and tax risk insurance, has joined Alliant as Co-Leader, Alliant Mergers & Acquisitions. Schoenberg is a renowned expert in representations and warranties insurance, tax insurance, and litigation Insurance, as well as insuring other contingent risks in M&A and non-M&A-related situations.

“Alliant Specialty thrives on being a proactive partner to our clients, so adding Dan to our team was a win-win,” said Peter Arkley, President, Alliant Specialty. “His extensive expertise in representations and warranties and tax liability insurance will provide our clients with the competitive advantage needed to succeed in this challenging market landscape.”

Based in New York, Schoenberg will provide customized financial and transactional risk insurance solutions, including tax insurance, representations and warranties insurance, and insurance solutions to cover specific litigation and other contingent liabilities in public and private mergers, acquisitions and other corporate transactions. He will also place these insurance products for clients seeking general business and corporate risk management outside of a deal setting.

“Joining Alliant allows me to be a true advocate for my clients,” said Schoenberg. “Every dollar we save on these highly specialized insurance products is another dollar that the client can invest or distribute. Alliant’s unique management structure and one P&L platform lets me put extra money back in my clients’ pockets.”

Schoenberg has represented clients in many of the biggest and highest-profile M&A transactions in recent years. In 2019, Schoenberg placed over $40 billion of transaction liability and tax insurance.

Schoenberg will provide complex risk solutions related to taxes, M&A, restructurings, bankruptcies, and pending litigation to all Alliant clients, including private equity funds, high net worth individuals, financial institutions, and privately and publicly held companies across multiple industries.

Prior to joining Alliant, Schoenberg was a Senior Managing Director with the Transaction Liability Group of a global insurance brokerage firm. Schoenberg holds a bachelor’s degree in political science and government from The Johns Hopkins University and a Juris Doctor from Benjamin N. Cardozo School of Law at Yeshiva University.

Dan Schoenberg can be reached at (212) 603-0207 or at Daniel.Schoenberg@alliant.com.

May 20
​Alliant and ACA Aponix® Launch New Cybersecurity Offering, PortCo Protect

New product designed to meet the needs of portfolio companies

NEWPORT BEACH, CA — Alliant Insurance Services announced today the launch of a new cybersecurity risk mitigation and transfer solution offering, PortCo Protect. Created in partnership with ACA Aponix, PortCo Protect is tailored to the needs of private equity managers and their portfolio companies.

“Uniting ACA’s proprietary assessment risk index with our risk modeling and analytics services was a win-win,” said Sandy Crystal, Executive Vice President, Alliant Specialty. “Now, more than ever, it is imperative that firms are aware of their exposures and have the right protections in place; PortCo Protect provides that.”

As a unified force, PortCo Protect brings a variety of perspectives and comprehensive experience in risk management and insurance underwriting to meet the unique cybersecurity needs faced by the financial services industry.

“We are very excited to partner with Alliant and bring our collective expertise to our clients. Today, it is not a matter of if, but when a company will find themselves a victim of a cybersecurity breach,” said Chad Neale, Partner, ACA Aponix. “PortCo Protect has been designed to take advantage of our firms’ synergies to elevate the cybersecurity defenses for our clients, and through those efforts, provide them access to more comprehensive cybersecurity insurance coverage.”

PortCo Protect provides private equity firms with a compressive solution addressing all aspects of cybersecurity risk management. The program provides cybersecurity maturity assessment and risk scoring, access to top cybersecurity insurers, a simplified underwriting process, portfolio group pricing, and potential premium credit towards assessment.

April 02
​Alliant Names National Wrap-Up Program Leaders

Kevin Dolan and Craig Graham promoted to Co-Leads of National Wrap-Up practice

NEWPORT BEACH, CA — Alliant Insurance Services announced today the promotions of Kevin Dolan and Craig Graham to co-lead the national Wrap-Up insurance team for Alliant Construction Services Group. In the new leadership roles, Dolan and Graham are responsible for managing the growth of this rapidly expanding division, with a focus on delivering industry-leading Wrap-Up services to the largest public, private, and PPP construction projects across the country. Dolan and Graham will continue to be based in the company’s New York City and Los Angeles offices respectively.

“We are glad to welcome Kevin and Craig to their new roles and look forward to their leadership in building upon the Alliant brand as the largest and most trusted advisor of risk management services to the construction industry,” said Michael Cusack, Co-COO, Alliant Specialty. “Their commitment to client advocacy, market relations, strong management skills, and outstanding employee engagement, will position our organization for sustainable growth for years to come.”

Over the past nine years, Dolan and Graham have been instrumental in the success of Alliant, helping grow the Construction Services Group from inception to its current standing as the nation’s largest risk advisor and surety broker to the construction industry. In the Northeast, Kevin has been a dominant broker and client advocate, having led Alliant’s broking and placement efforts on the largest PPP project in the U.S. at LaGuardia Airport and largest private development at Hudson Yards. Graham has successfully managed significant client relationships and implemented major rolling and project-based Wrap-Up placements throughout the West. As co-leads of national Wrap-Up programs, Dolan and Graham will continue to develop and enhance the service offerings to provide high-value customer experiences across the company’s portfolio of large-scale construction projects.

Dolan holds a bachelor’s degree in marketing and finance from Providence College. Graham holds a bachelor’s degree in communication from the University of Washington and an MBA from Pepperdine University. Graham was named a Risk and Insurance Power Broker for the construction space in 2014.

March 25
​Alliant Retirement Consulting Named to PLANADVISER’s 2020 Top 100 Retirement Plan Advisers List

Alliant division again joins list of top retirement consultants exceeding $3.5 billion in retirement plan assets

NEWPORT BEACH, CA —Alliant Retirement Consulting, a division of Alliant Insurance Services, has again been named to the PLANADVISER Top 100 list. The division is recognized as one of the Top 100 Retirement Plan Advisers among teams with at least $3.5 billion and 200 retirement plans under advisement, placing it among the year’s top-performing retirement plan specialists in the U.S.

“While we’re honored to be among the top retirement specialists, most of our advisors are long-time industry veterans with more than 20 years’ experience and have weathered down markets. They know how to support our clients in uncertain times like these and are co-fiduciaries who stand by their investment recommendations with an understanding of long-term markets,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits.

Alliant Retirement Consulting is an independent consultant and retirement plan partner providing strategic advisory services to a national base of clients. With a dedicated focus on high-impact personal service, Alliant Retirement Consulting focuses on helping its clients cut through the complexities of the investment landscape while advising them on potential risks.

The PLANADVISER Top 100 Retirement Plan Advisers list recognizes quantitative standouts in retirement planning. Honorees are judged according to an established set of standards based on total assets and number of assets under advisement (AUA) or number of retirement plan clients—including sponsors of defined contribution (DC), defined benefit (DB), and nonqualified plans. PLANADVISER is among the most trusted sources for information among retirement benefits decision makers throughout the U.S.

March 16
Sean White Joins Alliant’s Northwest Employee Benefits Team

Longtime health and welfare program expert joins Alliant with a diverse background in plan design, benchmarking, and consulting

NEWPORT BEACH, CA — Alliant has added longtime benefits consultant Sean White to its Employee Benefits team. As First Vice President, White will provide a full range of strategic benefits solutions to a diverse client base throughout the Northwest.

“Sean deploys a highly consultative and innovative approach to the benefits process, with a strong execution of custom design and strategy,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His vast skillset and experience in the industry are invaluable to the growth of our team and to our continued regional expansion.”

White has extensive expertise in the design, pricing, and administration of health and welfare programs. He has a focus on financial analysis and consulting, including self-insured plan cost projections, trend analysis, plan performance, contribution strategy and design, plan design review, benchmarking and redesign, and IBNR development.

Prior to joining Alliant, White was Principal with a national insurance and employee benefits consulting firm. He holds an MBA from Seattle University and a bachelor’s degree in mathematics from the University of Washington.

White will be based in Boise, ID and will service clients across the Northwest. He can be reached at (208) 509-1648 or at Sean.White@alliant.com.

March 04
​Alliant Acquisition of The LifeBalance Program Adds Powerful New Service to Employee Benefits Program

Portland-based program provides exclusive discounts on well-being-related activities

NEWPORT BEACH, CA — Alliant has added a powerful new service to its national employee benefits platform, acquiring the Portland, OR-based LifeBalance Program. The addition of the well-being discount program further expands the Employee Benefits Group’s broad suite of products and services while providing clients and their employees with an innovative and cost-effective new option.

“LifeBalance is a unique program that has long been dedicated to helping employers offer diverse discounts and services that enable employees to strike an all-important balance between their work and home life,” said Tom Corbett, Chairman and CEO of Alliant. “In addition to expanding our service profile, adding LifeBalance to our team will further enrich our employee benefits offerings as we continue to provide the most innovative and effective well-being options to our clients and partners.”

Founded in 1996, The LifeBalance Program’s vision is to inspire balanced lives, building customized discount programs that help clients engage, satisfy, and retain members and employees. LifeBalance’s savings platform offers member-exclusive discounts on healthy, fun, and fulfilling activities and purchases. LifeBalance services health plans, employers, and associations, and currently provides thousands of savings options to more than one million members across the United States.

“LifeBalance believes that happiness and fulfillment are found when we stick to one guiding principle: Never get so busy making a living that you never make a life,” said Erin Kennedy, Senior Vice President with LifeBalance. “Teaming up with Alliant aligns us with an organization that shares this ideal and will enable us to further expand our reach and impact as we endeavor to create a healthier, happier workforce nationwide.”

The entire LifeBalance team will join Alliant and continue serving clients nationwide from its Portland headquarters. Terms of the agreement were not disclosed.

March 03
Alliant Acquires Pend Oreille Insurance

Acquisition of Idaho firm continues Alliant’s run of strength in the Inland Northwest

NEWPORT BEACH, CA — Alliant has acquired Idaho’s Pend Oreille Insurance. As one of the area’s largest independent insurance agencies, Pend Oreille brings a longstanding track record of growth and success and a diverse suite of products and services into the Alliant family of companies.

“The Pend Oreille name has long been synonymous with strong service, local expertise, and strong dedication to providing a customized, personal touch,” said Tom Corbett, Chairman and CEO of Alliant. “The firm’s proven strength across markets will provide an additional layer of strength to our team in the Inland Northwest, further expanding our footprint in the region.”

Pend Oreille is led by co-owners Stefanie Nostdahl and Jodie Corless. The firm provides a broad array of regionally focused insurance solutions to a diverse list of clients in Idaho, Montana, California, Arizona, Colorado, and Washington State. Pend Oreille’s diverse product offerings include commercial insurance, personal insurance, and health and life insurance services, all backed by a seasoned team of professionals that specialize in each area of focus.

“The Pend Oreille promise is centered upon providing a highly personal approach to serving each of our clients, making the insurance process as simple and cost-effective as possible. Joining Alliant furthers this promise,” said Nostdahl.

"Alliant’s proven history of success here in Idaho, combined with its deep pool of national resources, will play an integral role in our ongoing growth, enabling us to provide an even higher level of service and expertise to our client base,” said Corless.

The agreement with Pend Oreille is part of an active regional acquisition campaign. Since 2014, Alliant has completed a large number of strategic acquisitions in the greater Northwest in both property and casualty and employee benefits.

Nostdahl and Corless, along with the entire Pend Oreille team, will join Alliant and continue serving clients nationwide from its Ponderay, ID offices. Terms of the agreement were not disclosed.

February 26
​Alliant Honors its Class of 2020 Power Brokers®

With 13 honorees, Alliant demonstrates broad industry reach and regional strength

NEWPORT BEACH, CA — Alliant continues to showcase its broad industry reach and regional strength, with 13 of its team members receiving the prestigious designation of Power Broker® by Risk & Insurance. The 2020 honorees hail from an array of locations and categories, emblematic of the company’s continued growth and expansion.

“Alliant’s class of 2020 Power Brokers is highly representative of our unyielding commitment to excellence in service and results,” said Tom Corbett, Chairman and CEO of Alliant. “Each of our winners has consistently performed at the highest level across a range of industries and disciplines, and each is backed by a powerful team of professionals nationwide. These awards are reflective of the strength of our entire organization.”

Alliant’s 2020 Power Brokers are:

  • Joseph Cafferelli, Executive Vice President
  • Christian Chauvin, Executive Vice President
  • Amy Clements, Marketing Manager
  • Matthew Cohn, Senior Vice President
  • Puneet Dixit, First Vice President
  • Christopher Grynaviski, Marketing Manager
  • Craig Harper, Senior Vice President
  • Lorraine Lewis, Executive Vice President
  • Robert Lowe, First Vice President
  • Cara McGrath, Vice President
  • Courtney Ramirez, Vice President
  • Philip Reischman, Managing Director
  • Matthew Turetsky, Senior Vice President

In addition to its 13 winners, Alliant had two Power Broker finalists. They are:

  • Chad Schulz, Senior Vice President
  • Stanley Szczurek, Executive Vice President

The Risk & Insurance Power Broker designation is based on nominations by brokers and risk managers and is judged based on the quality of the application and on references by risk managers in each industry sector. Hundreds of risk managers and risk executives are interviewed in the process of identifying, soliciting, evaluating, and judging the nominees.

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