America's Benefit Specialist December 2023

MERGERS AND ACQUISITIONS

Integrity has partnered with Living Hope Life Group, an independent marketing organization based in Greenville, South Carolina, and led by Jamie Chirio. With over a decade of entrepreneurship experience, Chirio found deep fulfill ment in helping families find the insurance coverage they need and helping to guide them in making wise financial decisions that bring hope to the future. Living Hope Life Group provides life insurance products through a team of agents nationwide. Living Hope Life Group offers compre hensive life insurance and retirement planning services. Integrity also announced that it has partnered with Senior Med Benefits, an independent marketing organization based in Fruit Heights, Utah, and led by Tracy Weir. Originally a group insurance agent, Weir found a transition to Medi care products to be highly rewarding as she witnessed the positive impact she could make on the lives of seniors. After experiencing significant success, she established a full-ser vice agency to provide broader impact in more diverse com munities. Today, Senior Med Benefits’ agents serve seniors across the Intermountain West by matching clients with the right plan for their needs and helping them fully understand their benefits. The firm has sustained remarkable growth by cultivating a family-like environment for agents and extend ing that culture to every client it serves. Integrity has partnered with Inspire Insurance Group, an independent marketing organization based in Phoenix, Arizo na, and led by Marissa Mazziotti. Inspire has a strong focus on agent training and development, coupled with attentive client service. The firm specializes in delivering final expense, mort gage protection and retirement solutions to American families nationwide. Since its founding, Inspire Insurance Group has grown rapidly and now has a network of hundreds of agents working across the country. The agency serves thousands of families annually with their life insurance needs. Finally, Integrity has partnered with Health & Wealth Agency, an IMO based in Parkland, Florida, and led by Steve Giordano. Health & Wealth has rapidly become a leader in life insurance and financial products distribution nationwide, serving over 1 million Americans every year. The firm also provides pioneering solutions for wealth management and retirement planning with a force of agents and advisors.

WARNER PACIFIC COMPLETES ACQUISITION OF BENEUSA Warner Pacific, a general agency for brokers across Califor nia, Colorado, Texas, Oklahoma and Florida, has expanded into Minnesota by successfully completing its acquisition of BeneUSA LLC, an Excelsior-based employee benefits GA spe cializing in ancillary group insurance products and services that cater to insurance brokers, agents and their organiza tions. Terms of the deal were not disclosed. Founded in 2002, BeneUSA provides ancillary group insurance products and services, including life, disability, dental and vision insurance to insurance brokers, agents and their organizations. Warner Pacific, founded in 1982, provides insurance brokers and agents with strategic sales support and consultation, innovative technology and back-office support. The acquisition further grows Warner Pacific’s offerings and partnerships, establishes its presence in the Midwest, and adds to its operational and sales exper tise in ancillary products. “Our partnership with BeneUSA comes at a perfect time as we pursue strategic opportunities and expand our geo graphic coverage,” said Brent Hitchings, senior vice president of specialty programs at Warner Pacific. “Their service-ori ented mentality, specialized offerings, and existing carrier relationships will prove to be invaluable as we develop new products and scale our offerings.” “This acquisition represents an exciting opportunity for BeneUSA to expand our capabilities and enhance the value we bring to insurance brokers and agents throughout Min nesota and beyond,” said Tim Swenson, general manager at BeneUSA. “BeneUSA’s values, culture, and commitment to superior service make them a natural fit for the Warner Pacific fami ly,” said John Nelson, co-CEO of Warner Pacific. “We are excit ed to work with their talented team to achieve our common goal of strengthening our relationships within the industry and growing our business.” INTEGRITY CONTINUES TO EXPAND REACH Integrity Marketing Group LLC has made several key acquisitions:

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