America's Benefit Specialist December 2022
agencies and the 48th transaction since its founding in 2020. Founded in 1979, the agency takes great pride in being an integral part of the com munities it serves and was named the 2022 Minnesota State “Agency of the Year” by Keystone Insurers Group. Its agency leader ship participates in many community boards, committees and service organizations. “Cartier Agency has built a reputation of trust and integrity over our 40-plus years serving communities throughout the state,” said Matt Cartier, co-owner at Cartier Agency. “Our team of professionals repre sent many years of experience in personal, commercial, life and health insurance.” INTEGRITY ACQUIRES FIRMS Integrity Marketing Group LLC has an nounced several acquisitions. It has entered into an agreement to acquire The Milner Agency, a brokerage general agency (BGA) located in Athens, Georgia. As part of the acquisition, The Milner Agency’s Chairman of the Board, Seixas “Chip” Milner Jr., and Executive Vice President Whitner Milner will become partners in Integrity. The Mil ner Agency spans four generations of family leadership, beginning in 1958 with founder Willis J. Milner Jr. Today, The Milner Agency is a national, full-service brokerage agency that offers life insurance, annuities, long-term care and disability insurance products, securing more than $170 million in annual paid premium. Integrity has also entered into an agree ment to acquire Mason Insurance, an in dependent agency based out of Colleyville, Texas. Dale Mason, president of Mason Insurance, will become a managing partner in Integrity. A former professional bull rider, Mason recognized the need for better health insurance information in rural areas
and founded Mason Insurance in 1998. The company provides health insurance products, including Medicare, ACA and group health plans to clients across Texas and Oklahoma. Finally, Integrity has entered into an agreement to acquire Elevation Sales Coach ing, based in Wake Forest, North Carolina. Jordan Smith, president of Elevation Sales Coaching, will become a managing partner in Integrity. Elevation provides expert education and accessible information that empower agents to improve their sales pro cesses and maximize revenue. The company specializes in coaching agents who serve the senior market with final expense, life insurance, annuities or Medicare products. Smith will add his sales coaching expertise to Integrity’s partner network, a group that shares best practices and collaborates on solutions that better protect the life, health Carolina-based Allegacy Benefit Solutions, expanding the company’s presence in the Southeast and broadening its expertise in the employee benefits arena. The acquisition took effect October 1. Based in Winston-Salem, Allegacy Benefit Solutions designs custom em ployee benefits programs and is commit ted to meeting client needs by building packages that help attract and retain top talent, promote engagement and reduce absenteeism, and maintain a healthier and more financially secure workforce. Sharon Yarborough, Chad Huff and their team of insurance professionals will join Hilb Group’s Southeast regional operations. and wealth of all Americans. HILB GROUP EXPANDS SOUTHEAST EMPLOYEE BENEFITS PRESENCE The Hilb Group has acquired North
tive products that help clients manage their risk in retirement. ALLIANT INSURANCE SERVICES ACQUIRES FUTURESENSE Alliant Insurance Services has acquired Fu tureSense, a national provider of people-fo cused HR, compensation and organization al-development services. The move expands Alliant’s consulting capabilities across a breadth of geographies and industry catego ries within its Employee Benefits Group. Founded in 1995, FutureSense has emerged as an innovative force in HR, compensation and organizational develop ment consulting through the deployment of multifaceted strategies that focus on helping companies grow and seeing people succeed. The firm has a national reach and is active across a broad cross-section of industries with a large presence in the healthcare and high-tech sectors. Additionally, FutureSense has been a virtual company since its found ing, giving its team insight into the virtual workplace as more organizations embrace remote work. FutureSense and its national team of consultants will join the Alliant family of companies and will continue operating under its current name and brand. KEYSTONE AGENCY PARTNERS FORMS STRATEGIC PARTNERSHIP WITH CARTIER AGENCY Keystone Agency Partners (Harrisburg, Pennsylvania) has announced a strategic partnership with Cartier Agency, an inde pendent insurance agency serving the per sonal, commercial, life and health insurance needs of customers in Minnesota. Cartier Agency marks the 16th Platform Partner in KAP’s growing network of independent
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