America's Benefit Specialist October 2023

MERGERS AND ACQUISITIONS

the nation’s largest insurance carriers. Warner Pacific pro vides insurance brokers and agents in California, Colorado, Florida, Texas and Oklahoma with sales assistance, tech nology and back-office service. COMMUNITY CARE EXPANDS INSURANCE RESOURCES AVAILABLE TO ASIAN-AMERICAN SENIORS THROUGH INTEGRITY PARTNERSHIP Integrity Marketing Group LLC has partnered with Commu nity Care Agency, an independent marketing organization based in Dallas and led by Jimmy Lee and Grace Tran. Finan cial details of the partnership were not disclosed. “At Integrity, our mission is to secure the life, health and financial wellbeing of Americans across all communities,” expressed Bryan W. Adams, co-founder and CEO of Integ rity. “Partners like Community Care Agency help us make the health insurance process simpler, more beneficial and ultimately more human for everyone by compassionately crossing barriers that may be in place due to language or cultural differences. Jimmy and Grace are remarkable people who understand the significant need for better insurance information among Asian-American communities and who continuously live up to our mutually aligned values of devot ed service and respect while meeting that need. I couldn’t be prouder to work with Jimmy and Grace in their commitment to expand their reach and make an even greater impact for good as we help more seniors gain access to the information and quality products they need to more fully prepare for the good days ahead!” As Asian immigrants to the United States, Tran and Lee have built Community Care Agency to increase knowledge and understanding of insurance products and services ini tially among Korean and Vietnamese seniors and introduce them to the impact these products and services can have on preparing financially for the future. They immersed them selves in Asian-American communities across the country to deeply understand the unique needs of each region and demographic. When they found a need for more insurance information and an opportunity to support agents more fully, the team launched community outreach initiatives and hands-on cultural awareness and field training for agents to

WARNER PACIFIC PARENT COMPANY COMPLETES ACQUISITION OF FOSTER BENEFIT RESOURCES NR West, the parent company of The Insurance Exchange, a Dallas-based general agency, has completed its acquisition of Foster Benefit Resources, a full-service GA specializing in fully insured and self-funded employee benefits in the North Texas area. Founded in 1990 by Stan Foster, and most recently led by its President Kim Foster, Foster Benefit Resources is a full-service GA marketing fully insured and level-funded employee benefits. Through an experienced team that is focused on guiding clients through a complicated industry and their relationships with carrier partners, Foster Benefits offers organizations the ability to free up resources to contin ue growing their business. “Foster Benefits has established itself as a staple gener al agency in the North Texas market and is well-known for being deeply ingrained in large regional associations and the community at large,” said John Walker, president at The Insurance Exchange. “We look forward to utilizing their 30+ years of experience and long-standing industry relationships to further strengthen our offerings in the region.” Through this acquisition, The Insurance Exchange will leverage Foster Benefits’ strong presence in the North Texas area to deliver new tools and technologies to the broker and agency market while continuing to provide services to their existing clientele. “We are thrilled to welcome Foster Benefits, a firm with a long-standing commitment to delivering exceptional results, to the NR West family,” said John Nelson, co-CEO of Warner Pacific. “Partnering with Foster Benefits enables us to pur sue strategic opportunities aimed at providing our custom ers with an expanded range of high-quality services as we continue to innovate new products and scale our offerings.” Kim Foster, who will be retiring as president of Foster Ben efits, added: “As we enter the next phase in Foster Benefits’ evolution, we look forward to working with The Insurance Exchange to create new opportunities for the business and our representatives.” With over $4 billion of in-force premiums, servicing more than 70,000 employers, Warner Pacific is a GA for many of

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