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About Team Alera Group Careers Our Community Testimonials Events News Insights Quick Links AleraHR eMoney Individual Health Quote Individual Dental Quote Life Insurance Quote Medicare Self Enroll Small Business Medical Quote Travel Medical Quote Transition Counts Form Search for: Contact Us Search for: Employee Benefits Health and Welfare Plans GameChanger Data Analytics Health and Productivity Employee Support Benchmarking Playbook Process Benefits Compliance Administration and Technology Retirement Plan Consulting Executive Compensation Strategies Individual Coverage Individual Coverage Individual Health Quote Individual Dental Quote Life Insurance Quote Transition Counts Medicare Coverage Medicare Coverage Wealth Services Investment Management Financial Planning Retirement Estate Planning Insurance eMoney Financial Education Life Insurance Quote HR & Compliance Services Human Resource Consulting Benefits Compliance Administration and Technology AleraHR Property & Casualty Overview Alera Coverage GPS AuditRate 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. Our Team Financial Planning and Wealth Management We work with individuals on innovative and customized solutions that maximize financial wellbeing and wealth management. Learn More Employee Benefits We provide strategic benefits planning that empowers our clients with the knowledge to be more compliant, efficient, and aware of of opportunities to receive better care and benefits at a lower cost for employers and employees. Learn More Individual Coverage & Medicare We provide innovative and customized solutions that maximize financial and personal wellbeing for individual insurance coverage options. Learn More Our Events Sign up for our next webinar Community Events Making a Difference Insights Click here for insights and news Our Focus Employee Benefits works with employers to build a total rewards package that will effectively attract and retain employees. We provide expert advice on value based plan design, compliance and cost containment strategies.... Find out more » Individual Coverage and Medicare gives a unique and individualized experience when navigating through the complex world of health insurance. Our clients are educated about their benefits and feel empowered when making enrollment decisions.... Find out more » Wealth Management works with individuals, families and businesses to build plans that meet and achieve their financial goals. We have extensive knowledge about investment planning, estate planning, tax planning, insurance planning and retirement plans.... Find out more » HR & Compliance Services works with organizations on projects, audits and with discovery analysis. We provide on-site consulting opportunities to assist clients with Human Resources, Wellness and Compliance needs.... Find out more » Upcoming Events Supporting Women’s Health Month: Trending Employee Benefits 1:00 PM, May 16, 2024 - 2:00 PM, May 16, 2024Thursday, May 16 @ 1:00 pm - 2:00 pm CDT Women’s Health Month is a time for women to make sure they’re taking steps to protect their physical and mental health—and for employers to show their support. In this session, we’ll talk abou Register Now » Q2 Compliance Update 1:00 PM, Jun 04, 2024 - 2:00 PM, Jun 04, 2024Tuesday, June 4 @ 1:00 pm - 2:00 pm CDT Alera Group’s quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers. Don’t miss this ongoing opportunity to en Register Now » Medicare Educational Meeting 10:00 AM, Jun 12, 2024 - 11:00 AM, Jun 12, 2024Wednesday, June 12 @ 10:00 am - 11:00 am CDT Join your , Alera Group team for an overview of Medicare. In this session, we’ll cover common pitfalls to avoid and so much more! Original Medicare Overview Medicare Enrollment Pe Register Now » Recording and Resource Archive Public Sector: Employee Engagement & Education 8:00 AM, Aug 20, 2024 - 9:30 AM, Aug 20, 2024Tuesday, August 20 @ 8:00 am - 9:30 am CDT Join the , Alera Group Public Sector Team in the final installment of their 2024 Public Sector Total Rewards series with an in-person event. This dynamic and collaborative event will focus o Register Now » Public Sector: Health Reimbursement Arrangements (HRA) 1:00 PM, Jul 23, 2024 - 2:00 PM, Jul 23, 2024Tuesday, July 23 @ 1:00 pm - 2:00 pm CDT Join the , Alera Group Public Sector Team in the second installment of their 2024 Public Sector Total Rewards series with a deep dive into HRAs. We will explore the landscape of HRAs past an Register Now » Public Sector: Health & Retirement Planning and Management 9:00 AM, Jun 18, 2024 - 10:00 AM, Jun 18, 2024Tuesday, June 18 @ 9:00 am - 10:00 am CDT Join the , Alera Group Public Sector Team as they launch their 2024 Public Sector Total Rewards series with an in-depth look at the impactful areas for improving Health & Retirement Plan Register Now » More Events News CBM Insurance Agency Joins Alera Group Deerfield, IL (December 14, 2023) — Alera Group, a top independent national insurance and financial services firm, announced today the acquisition of Delaware-based CBM Insurance Agency... Find out more » Read More Legal Alert: Agencies Provide Updated County Data for Culturally and Linguistically Appropriate Services and Guidance Agencies Provide Updated County Data for Culturally and Linguistically Appropriate Services and Guidance On November 28, 2023, the tri-agencies (DOL, IRS, and HHS) issued Part 63 of its FAQ series... Find out more » Read More More News » Community Giving 2021 Hometown Holidays Parade Your team at was thrilled to participate (again) in the New Richmond Chamber’s Hometown Holiday’s annual... Find out more » Read More 2021 Annual Kinship Fundraiser Thank you [Rich Potvin] for your support of the Polk County Kinship Program! Once again, had a great time sponsoring a table at the annual fundraiser! We enjoy making a difference in... Find out more » Read More More Community Giving » Top Contact Homepage Contact Form First Name * Last Name * * Best Contact Best Contact Morning Afternoon Evening Email Address * Company Phone City State Message * Privacy Policy * I agree to be contacted by Alera Group in accordance to their Privacy Policy as described below. By submitting this form, I agree I want to receive additional information from Alera Group, including by email, phone, and mail to the contact information I am submitting. I consent to Alera Group, its subsidiaries, and its service providers, processing my personal information for these purposes and as described in the Privacy Notice. I understand that I can withdraw my consent at any time. CAPTCHA Name This field is for validation purposes and should be left unchanged. Δ , an Alera Group Company 1477 South Knowles Avenue, Suite 200 New Richmond, WI 54017 Phone: (800) 334-9252 Fax: (715) 246-3814 Ardent Solutions Houston Headquarters 14090 Southwest Freeway, Suite 200 Sugar Land, Texas 77478 Dallas-Fort Worth Office 2871 Lake Vista Drive, Suite 125 Lewisville, Texas 75067 Phone: 855.770.4118 Follow Us: We do not offer every plan available in your area. Currently we represent 9 organizations which offer 64 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC . Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. and Alera Group are not affiliated with Cambridge. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals residing in the following states: FL, IA, IL, NE, ND, WI, MN,...