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May 12
Alliant Private Client Named Best Insurance Broker at 2021 Family Wealth Report Awards for Second Consecutive Year

Alliant Private Client team honored for remarkable client service and innovation among global private banking, wealth management, and trusted advisor sectors 

NEWPORT BEACH, CA — Alliant Private Client, a division of Alliant Insurance Services, has been named Best Insurance Broker at the 2021 Family Wealth Report Awards for the second consecutive year. This prestigious honor places Alliant Private Client and its national team of experts in the company of the most innovative and exceptional firms, teams, and providers in the global private banking, wealth management and trusted advisor sectors.

“This high honor exemplifies our team’s continued commitment to providing outstanding customer service, innovative solutions, and valuable insights, which has allowed us to deliver consistent and powerful results to our affluent clients and their families,” said Cindy Zobian, Executive Vice President and Managing Director, Alliant Private Client. “We are honored to stand with the nation’s leaders for excellence in wealth management.”

A panel of industry experts from family offices, private banks, trusted advisors, consultants, and other service providers selected the 2021 Family Wealth Report Award winners based on a variety of qualitative benchmarks, supported by quantitative metrics. Additionally, they highlighted the resilience and remarkable customer service the winning firms demonstrated throughout 2020.

This is the second consecutive year and fifth time overall that Alliant Private Client has received the Best Insurance Broker distinction from Family Wealth Report. Additionally, in February, the division was named Best High-Net-Worth Insurance Broker at the 2021 Private Asset Management (PAM) Awards for its outstanding service to clients and continued innovation in asset management.

Alliant Private Client offers a full suite of insurance and risk management services to private clients across the U.S. The team focuses on helping families and individuals preserve their wealth and secure their legacy.

April 21
​Alliant Announces Definitive Merger Agreement with Personal Lines Insurance Leader Confie

NEWPORT BEACH, CA — Alliant has entered into a definitive merger agreement with Confie, the largest personal lines insurance distributor in the U.S. The agreement includes Confie’s robust family of leading personal insurance brands and more than 1 million customers. Confie and its more than 3,500 employees is currently a portfolio company of Abry Partners, a Boston-based private equity firm.

“Confie and its diverse team of insurance professionals have set the standard for excellence in personal lines insurance and have carried the company to the top of the market,” said Tom Corbett, Chairman and CEO of Alliant. “We are excited to be able to further empower them to do what they’ve always done well.”

Founded in 2008, Confie serves customers through its “click, call, come-in” approach to full-service convenience. As an innovative, technology-focused independent agency, Confie has unique data-driven insight into buying behaviors through its patent pending technologies.

The company serves its customers nationwide via online purchasing, a national virtual call center, and walk-in personal support at more than 750 local community stores. Confie has seen its continuous digital transformation as an addition to, not a replacement for, the way customers want to access insurance services.

Confie brings in excess of 150 national and regional carrier partnerships to offer auto, motorcycle, homeowners, renters, life, health, and various other insurance products through its brands, including Freeway Insurance, InsureOne Insurance, Bluefire Insurance, OneSource Dealer Services, Cost-U-Less Insurance Center, Baja Auto Insurance, and U.S. Agencies.

“Confie is proud to be the largest personal lines agency, and joining forces with Alliant will further enhance our growth and expand our market opportunities,” said Cesar Soriano, CEO of Confie. “Alliant’s long-standing legacy of strength and growth, combined with Confie’s culture of service, make this an extraordinary growth opportunity for both of our firms. Thanks to our amazing employees and our winning culture, we are ideally positioned to successfully execute on our growth strategy and continue supporting our customers and our communities.”

Soriano and the entire team will continue to provide their trusted brand of service and insurance expertise to customers under the Confie brand.

“We have been proud to be investors in Confie since 2012 as the company grew into the largest personal lines agency in the country. Cesar Soriano and the entire Confie management team have built an innovative and industry-leading business, and we are excited to watch their continued success,” said Brent Stone, a Partner at Abry Partners.

The transaction is expected to be completed in the second quarter of 2021, subject to customary closing conditions, including regulatory approvals. Terms of the agreement were not disclosed.

April 14
Alliant Retirement Consulting Named Top DC Advisor for Multi-Office Firms

Alliant Retirement Consulting exceeds $12 billion in assets under advisement and joins the National Association of Plan Advisors’ list of top DC advisors

NEWPORT BEACH, CA —Alliant Retirement Consulting, a division of Alliant Insurance Services, has been named a Top DC Advisor for Multi-Office Firms by the National Association of Plan Advisors (NAPA). The division is recognized as one of the top firms among teams with at least $1 billion in assets under advisement and more than one office or physical location, making Alliant Retirement Consulting one of the premier retirement consulting groups in the nation.

“We are proud of our Alliant Retirement Consulting team for once again representing Alliant’s vision and dedication to excellence, providing calculated and thoughtful advice to clients across the nation,” said Kevin Overbey, President, Alliant Employee Benefits. “The team consists of advisors who have deep experience understanding market risks and opportunities and provide investment recommendations that best suit each client’s needs.”

Alliant Retirement Consulting is an independent consultant that provides strategic retirement advisory services to clients nationwide. The division focuses on highly personalized service to help clients create wealth in retirement and to be prepared for a range of potential risks. Alliant Retirement Consulting currently has more than $12 billion in assets under advisement.

NAPA presents the Top DC Advisor for Multi-Office Firms award to firms that provide exceptional retirement planning advice and help their clients build more financially secure retirements.

April 13
​Abe Freeland Joins Alliant Insurance Services

Leading contractual risk management specialist added to Real Estate practice

NEWPORT BEACH, CA — Alliant Insurance Services has announced Abe Freeland has joined the company as Executive Vice President, Real Estate. Freeland will apply the skills he developed as a Risk Manager for a global design-build firm to lead clients’ large, complex insurance placements and risk management initiatives. Freeland will also develop and implement client risk management forums.

“Abe’s extensive industry expertise and experience within the real estate sector will be a significant asset for our clients,” said Chuck McDaniel, Managing Director, Real Estate. “We really look forward to having Abe as part of our national team as he is committed to Alliant’s ‘Client-First’ philosophy. Abe’s engagement aligns with our strategic plan to offer our clients the best talent in the industry.”

Freeland’s experience extends across multiple platforms, and he is a frequent speaker on insurance matters for universities and law firms. Prior to joining Alliant, Freeland co-led the Real Estate and Hospitality practice for one of the world’s largest brokerage firms. Freeland previously worked as the North American Risk Manager for a global environmental services organization.

Freeland earned an Associate of Arts degree from Florida State University and Bachelor of Science degree in Music Business from Middle Tennessee State University.

Based in Nashville, Tennessee, Freeland can be reached at (213) 248-2446 or at Abe.Freeland@alliant.com.

April 05
Alliant Names Lilian Vanvieldt as Chief Diversity & Inclusion Officer

Long-time Alliant producer and community activist will expand Alliant’s national Diversity & Inclusion initiative 

NEWPORT BEACH, CA — Alliant has named Lilian Vanvieldt as Executive Vice President and Chief Diversity & Inclusion Officer (CDIO). The 19-year Alliant employee will draw on her extensive background in community activism and an intimate understanding of Alliant culture to expand the company’s diversity and inclusion efforts on a national level.

“Alliant believes diversity will be one of our greatest strengths, and Lilian exemplifies our commitment to positive change through coordinated action,” said Tom Corbett, Chairman and CEO of Alliant. “She will employ her depth of insurance expertise and long history within the Alliant organization to bring together the people and resources necessary to ensure Alliant is a diverse and inclusive environment where all perspectives are heard, valued, and respected.”

As the leader of Alliant’s Diversity & Inclusion team, Vanvieldt will execute on a vision for an organization with more than 4,300 employees and 130 offices nationwide.

“We have a profound responsibility as an organization to advocate for diversity and inclusion both in our industry and in the communities where we do business,” said Vanvieldt. “My goal is to help Alliant stand out as a force for good in the insurance industry, while expanding opportunities for career growth and advancement for individuals with diverse backgrounds and life experiences within our organization.”

Vanvieldt assumes this role with more than 30 years of insurance industry experience and a long-standing background in community service and philanthropy. She currently serves as Director of the Susan G. Komen Leadership Foundation in San Diego and was the organization’s Honorary Breast Cancer Survivor of the Year in 2018. She uses her voice and influence to advocate for equality in access to health services and is an active spokesperson for breast cancer education and prevention. 

In addition to heading up Alliant’s diversity and inclusion initiative as CDIO, Vanvieldt will continue to service her national portfolio of public entity clients, focusing on schools and public agencies.

March 23
​Alexandra Littlejohn Joins Alliant Insurance Services

Nationally recognized and highly regarded broker and executive makes immediate impact

NEWPORT BEACH, CA — Alliant Insurance Services has announced Alexandra Littlejohn has joined Alliant as Executive Vice President/Managing Director. Littlejohn will lead brokerage best practices for Alliant Specialty and expand and cultivate relationships with insurance markets on behalf of clients. In addition, Littlejohn will join efforts with the organization’s leadership to solve complex client problems, strategize on large-scale insurance placements, sales, and trading partner utilization. Littlejohn will work with clients in the Public Entity, Real Estate & Hospitality, Construction & Infrastructure, and Technology spaces. Littlejohn will support the sales teams across all the Specialty verticals to crystalize the Alliant motto of “Client-First” advocacy and services.

“Alex’s vast experience and knowledge in conceptualizing and implementing sophisticated specialty programs will be an instant boost to our brokerage platform,” said Peter Arkley, President, Alliant Specialty. “Alex’s vision will drive creative solutions for the betterment of our clients’ insurance placements and their bottom lines. Our 13 industry vertical leaders and 1,500 industry-dedicated brokers look forward to working with Alex and creating even more momentum across Alliant.”

“As someone who has been in the industry for so long, I’ve seen it all,” said Littlejohn. “And with Alliant’s national platform of no geographical boundaries, I’m excited to work with and service clients to the fullest ability.”

Over Littlejohn’s storied career, she has served as a Managing Director for two different global brokerage companies. Most recently, Littlejohn was the Corporate Risk and Broking-West Region leader for one of the world’s largest brokers. Before venturing to the West Coast, Littlejohn was based in New York and was responsible for the firm’s client services in the Northeast region of the U.S.

Based in the Walnut Creek, CA office, Littlejohn can be reached at (917) 455-6254 or at Alex.Littlejohn@Alliant.com.

March 02
​Alliant Acquires Group Insurance, Incorporated

Acquisition of Louisiana-based general agency expands group insurance offerings across Alliant’s employee benefits platform

NEWPORT BEACH, CA — Alliant has acquired Group Insurance, Incorporated (GII), a full-service employee benefits provider and one of Louisiana’s leading group insurance brokerage firms. The acquisition of the Baton Rouge-based general agency adds a diverse portfolio of group insurance products and services to the company’s national employee benefits platform. GII will be part of the Employee Benefits Group of Alliant.

“Group Insurance has a long history of success in providing exceptional, boutique service and fastidious dedication to their brokers and carriers, while leading the market in diverse insurance offerings,” said Tom Corbett, Chairman and CEO of Alliant. “The firm’s strategic approach to employee benefits will enhance Alliant’s strength and service in the Southeast and throughout the U.S.”

Founded in 1971, Group Insurance and its brokers offer a breadth of employee benefits solutions and consulting services that include health, life, disability, dental, vision, final expense, accident, and various other ancillary products. In addition to its group insurance offerings, GII offers various individual insurance and ancillary products through its wholly owned subsidiary, Insurance Services of America (ISA).

“Joining forces with Alliant provides a unique opportunity for Group Insurance and its brokers to expand product offerings and core services while maintaining the client-first culture that has defined our success,” said Dan Jumonville, Founder/President/CEO of GII. “This new partnership represents both an affirmation and extension of our commitment to providing market-leading products and solutions backed by a highly personal approach to service.”

Jumonville and the entire Group Insurance, Inc. team will join Alliant and will continue to service its growing client base from its Baton Rouge headquarters. Terms of the agreement were not disclosed.

March 01
​Alliant Employee Benefits Restructures Ahead of Regional Growth

National employee benefits group sets sights on aggressive expansion within three formalized regions

NEWPORT BEACH, CA — On the strength of continued regional growth and accelerated business momentum, Alliant has restructured its Employee Benefits Group. The national division will focus on aggressive expansion within three formalized regions.

“We see a significant opportunity to grow our footprint by meeting the needs of our clients and partners on a regional level and addressing the unique market dynamics that drive their business,” said Kevin Overbey, President, Alliant Employee Benefits. “This new structure will enable us to partner with our teams and clients to provide a truly end-to-end experience while driving and measuring program performance to inform a better result going forward.”

The newly restructured Alliant Employee Benefits will feature three formalized regions, led by seasoned Alliant benefits leaders who have been promoted into Senior Managing Director roles:

  • Eastern Region, led by Senior Managing Director Eric Levy
  • South and Southwest Region, led by Senior Managing Director Bret Goodman
  • Northwest and Midwest Region, led by Senior Managing Director Steve DiPietro

Each of these newly promoted individuals will work directly with Managing Directors and service teams to foster targeted growth and expansion within each dedicated region.

In addition to its new regional focus, Alliant Employee Benefits will continue to dedicate significant resources to driving innovation within the division. This includes an ongoing focus on data-driven analysis and continued efforts to enhance client experience. The new regional structure will also play a key role in galvanizing career path expansion for employees across the division.

“Working collaboratively, we will continue to develop world-class solutions that drive value and efficiency as we chart our path forward to a thriving future,” said Overbey.

February 25
​Derek Whipple Joins Alliant Insurance Services

Alliant adds power expertise to Energy & Marine Specialty vertical

NEWPORT BEACH, CA — Derek Whipple has joined Alliant Insurance Services as Senior Vice President, Energy & Marine. Whipple’s employment significantly enriches and expands the Alliant Energy & Marine capabilities located on the West Coast.

Whipple has a long tenure in the insurance brokerage world and a specialized focus on power-related energy. “Derek’s unique combination of engineering and finance expertise adds a more robust service offering to our E&M Power team,” said John Ludwig, Co-COO, Alliant Specialty. “His knowledge will prove invaluable to our clients, markets, and the overall Alliant family as we continue to grow.”

Prior to joining Alliant, Whipple held a variety of broking and leadership positions in the power and energy sectors. His 25-plus years of experience includes power generation, conventional thermal plants, such as gas and coal-fired facilities to renewable energy including solar, wind, storage, and alternative technologies. His experience spans both operations and construction programs, which includes contractual risk transfer, alternative capital structures, and business interruption associated with the competitive power markets.

Whipple began his career as a field engineer for a large highly protected risk carrier. Whipple earned a Bachelor of Applied Science degree in Chemical Engineering from the University of British Columbia and an MBA with an emphasis in Finance from Washington State University. Whipple is a licensed fire protection engineer in the state of Washington.

Whipple can be reached at (510) 233-3301 or Derek.Whipple@alliant.com. Whipple is based in the San Francisco office of Alliant.

February 24
​Jessie Guerrero Joins Alliant Insurance Services

Alliant adds significant expertise in the Power & Downstream segments

NEWPORT BEACH, CA — Jessie Guerrero has joined Alliant Insurance Services as Senior Vice President, Energy & Marine. Located in the Houston office, Guerrero strengthens the depth of experience of the Alliant Energy & Marine team. His vast knowledge of all segments of the energy sector will be drawn upon to deliver enhanced consulting solutions for Alliant power and downstream clients. Guerrero will manage the placement of operational and construction coverages and provide strategic advice to power, LNG, downstream, and energy clients.

Guerrero’s extensive experience in both the private and public energy sectors is a notable expansion of knowledge to Alliant. “Jessie’s power generation competence, operations knowledge, and procurement management proficiencies add significant potency to our E&M Power team,” said John Ludwig, Co-COO, Alliant Specialty. “Jessie has cultivated longstanding relationships at the highest levels of customers and markets. His presence on the team places Alliant at the forefront of this sector.”

Prior to joining Alliant, Guerrero was a Managing Director in the energy practice for a global insurance brokerage firm. His expertise reaches across the entire spectrum of energy and heavy chemical. His passion is to provide strategic advice beyond the renewal, ensuring his clients have the best available information to make decisions.

Guerrero’s energy career includes construction project management of power plants, six sigma designations, energy asset trading, and he was the Director of Strategic Procurement for a large energy company with responsibility for the contractual relationship with EPCs and vendors to build simple cycle, combined cycle and renewable power plants, as well as environmental control projects for fossil plants.

Guerrero’s 30-plus year career began with hands-on operation and supervision of nuclear power plants on board U.S. Naval Submarines. He achieved the rank of Lieutenant Commander and has been designated as a Chief Nuclear Engineering Officer by the Department of Naval Reactors.

Guerrero can be reached at (832) 317-4878 or Jessie.Guerrero@alliant.com.

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