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September 10
​Alliant Retirement Consulting Named to PLANADVISER’s 2021 Top 100 Retirement Plan Advisers List

Alliant Retirement Consulting makes top retirement consultants list with more than $5 billion in retirement plan assets under advisement

NEWPORT BEACH, CA — Alliant Retirement Consulting, a division of Alliant Insurance Services, has been named to the PLANADVISER Top 100 Retirement Plan Advisers list for the third consecutive year. The division is recognized as one of the top advisers in the nation with at least $5 billion in retirement plan assets under advisement and 200 or more retirement plans under advisement.

“The Alliant Retirement Consulting team consists of retirement specialists who are veterans in the industry and have extensive experience navigating the continuous pace of change within the investment market,” said Kevin Overbey, President, Alliant Employee Benefits. “It is this powerful combination of unique market expertise and unparalleled service that makes Alliant Retirement Consulting one of the nation’s leading advisers.”

Alliant Retirement Consulting provides strategic advisory services to clients across the nation. It is an independent consultant and retirement plan partner and focuses on helping its clients with complex investment decisions and protecting them against potential risks.

The PLANADVISER Top 100 Retirement Plan Advisers list recognizes quantitative standouts in retirement planning. Honorees are judged according to the number of assets under advisement (AUA), or number of retirement plan clients, as well as the actual dollar value of assets under advisement. PLANADVISER is one of the most trusted sources for information among retirement benefits decision makers throughout the nation.

September 09
​Alliant Continues Support of AGC Education and Research Foundation

The Alliant Build America Scholarship benefits students pursuing construction degrees

NEWPORT BEACH, CA — Alliant Insurance Services announces its continued financial support of The AGC Education and Research Foundation. Alliant’s pledge of $100,000 will fund undergraduate and graduate-level scholarships for students enrolled in ABET or ACCE accredited construction management or construction-related engineering programs.

“We are dedicated to inspiring students of all backgrounds to pursue an education in engineering and construction management,” said Michael Cusack, Managing Director and Co-COO, Alliant Specialty. “Alliant’s commitment to the construction industry is unmatched in the broker community, and we are proud to be a catalyst that supports the education of the next generation of leaders in the industry.”

The private, direct scholarship is designed to make a significant difference for students planning a career in the construction industry and can be awarded at any stage of a student’s education journey. Applicants for the scholarship are required to complete an online application and participate in an interview with a local AGC contractor.

Alliant’s industry support also includes involvement in the ACE (Architecture Construction Engineering) Mentor Program, where Michael Cusack is an active board member. The ACE Mentor Program is an award-winning afterschool program designed to introduce high school students to rewarding careers in the architecture, construction and engineering industry, including skilled trades.

About the AGC Education and Research Foundation
The AGC Education and Research Foundation (AGCERF) was founded in 1968 by visionary leaders within the AGC of America whose commitment to education and professionalism inspired them to create a scholarship and scholarly research arm of the association. The Foundation has awarded close to 4,000 scholarships totaling $10 million since 1970.

September 08
​Employee Benefits Consultant Kurt Lindamood Joins Alliant

Columbus, Ohio-based employee benefits expert to provide strategic solutions to a diverse client base

NEWPORT BEACH, CA — Longtime benefits consultant Kurt Lindamood has joined Alliant as Vice President, adding diverse expertise to its national Employee Benefits Group. The Columbus, Ohio-based Lindamood will provide strategic employee benefits solutions for clients throughout the Midwest region.

“Kurt’s unique background and experience will strengthen the Employee Benefits Group and further expand the breadth of services offered to our growing base of clients,” said Kevin Overbey, President, Alliant Employee Benefits. “His experience creating innovative solutions that support clients and their employees make him a valuable addition to our team.”

Lindamood has significant experience designing and deploying tailored employee benefits programs and solutions for companies spanning a breadth of industries and sizes. He joins Alliant with broad expertise in all areas of the benefits process, including strategic planning, outsourcing, compensation, and human resources consulting.

Prior to joining Alliant, Lindamood was engaged in business development and client relationship management with a global professional services firm offering retirement, investment, and health products and services. He earned his bachelor’s degree in biology from Wittenberg University.

Lindamood can be reached at (419) 306-5282 or at Kurt.Lindamood@alliant.com.

September 02
Alliant Acquires Biggs Insurance Services

​Vancouver, WA firm’s diverse commercial, personal, and employee benefits capabilities further expand Alliant’s Pacific Northwest presence

NEWPORT BEACH, CA — Alliant continues to expand its footprint in the Pacific Northwest, acquiring Biggs Insurance Services​. The Vancouver, WA-based firm joins Alliant with an 86-year history providing personal, commercial, and employee benefits solutions to businesses and individuals in Washington, Oregon, and throughout the Pacific Northwest Region.

“Biggs has a long and proven history of combining outstanding service with a broad and far-reaching portfolio of insurance products and services,” said Tom Corbett, Chairman and CEO of Alliant. “This will further enhance our ability to provide clients across the Pacific Northwest with tailored solutions that address all aspects of their risk profile.”

With a history dating back to 1935, Biggs is one of the largest locally owned, independent agencies in Vancouver, WA and Portland, OR. The company offers a diverse array of insurance solutions that includes commercial insurance, personal insurance, employee benefits, and various consulting services.

“We have built our business on a commitment to local expertise, deep product knowledge, and an approach to service that ensures that all of our clients’ needs are met,” said Rich Biggs, President of Biggs Insurance Services. “Combining our institutional expertise with Alliant’s powerful platform will further enhance our ability to provide our clients with a service experience that is truly best in class.”

Biggs and its team of almost 60 insurance professionals will join Alliant and will continue servicing clients from its Vancouver headquarters. Terms of the agreement were not disclosed.


August 24
​Marcella Beasley Recognized by The National Alliance for Insurance Education & Research

Account Manager named 2021 Outstanding CSR of the Year – California

NEWPORT BEACH, CA — Alliant Insurance Services announces that Marcella Beasley, Account Manager for Alliant Agribusiness, has received the 2021 California Outstanding CSR of the Year award by The National Alliance for Insurance Education & Research. The Outstanding CSR of the Year competition started in 1991 to honor customer service representatives and account managers who have made significant contributions to the insurance and risk management industry.

“Marcella continues to amaze us. Her level of commitment to the insurance industry, our clients and Alliant is admirable,” said Trey Busch, Managing Director, Alliant Agribusiness. “This is one of many well-deserved recognitions that Marcella has been awarded in the past few years, and I know she is just getting started. We are proud to have her on our team.”

Beasley’s essay and credentials will now compete against the 29 other state finalists to be considered for the national winner, usually selected around mid-September.

Over the last few years, Beasley has had a series of accolades. In 2020, Beasley was also named Outstanding CSR of the Year for California. In addition, Beasley was named Young New Professional and Risk Management Professional of the Year by the International Association of Insurance Professionals (IAIP). Beasley was also honored as the 2019 Rookie of the Year by the IAIP and a 2020 Rising Insurance Star Executive (RISE) recipient.

Beasley earned bachelor’s degrees in political science and in theater and dance from Santa Clara University, as well as a master’s degree in government and politics from St. John’s University, Rome Campus.

August 23
Alliant Acquires Northern California-Based ASURA Risk

Acquisition strengthens Alliant’s middle-market presence in property and casualty, employee benefits, and risk management

NEWPORT BEACH, CA — In a move that further strengthens the company’s middle-market presence, Alliant has acquired Northern California-based ASURA Risk. The acquisition brings an extensive portfolio of property and casualty, employee benefits, and risk management solutions under the Alliant banner.

“The ASURA team brings extraordinary value to its clients through their ability to look at an organization’s total risk picture and deliver powerful solutions that protect them for the long-term,” said Tom Corbett, Chairman and CEO of Alliant. “Their proven formula of strategy, relationships, and ethical business practices melds seamlessly with Alliant’s service philosophy.”

Based in San Ramon, CA, ASURA provides a full range of commercial insurance, employee benefits, and risk management services to a diverse client base throughout California. The company deploys an integrated approach to risk aimed at offering a strong barrier of protection for its clients, their employees, and their assets. With risk management serving as a foundational element of the ASURA experience, the firm’s clients benefit from embedded long-term cost reduction, which impacts morale, health, safety, and profitability.

“Partnering with one of the most dynamic insurance organizations in the nation will unlock extraordinary resources across all facets of our business,” said Kevin Kilty, Principal with ASURA Risk. “This will enable us to provide an even higher level of service for our clients; one that is both comprehensive and tailored to their needs.”

Kilty, along with fellow Principals Greg Miller and Jon Wheeler, and the entire ASURA team, will join Alliant and continue servicing clients from its San Ramon headquarters. Terms of the agreement were not disclosed.

August 18
​Alliant Insurance Services Adds Real Estate Expertise

John Racunas named Senior Vice President

NEWPORT BEACH, CA — Alliant Insurance Services has announced John Racunas has joined the company as Senior Vice President, Alliant Real Estate. In his role, Racunas will focus on providing solutions for commercial real estate, construction and large hospitality risks.

“John’s extensive industry expertise and depth of experience within the real estate sector will serve as a significant asset to our clients,” said Chuck McDaniel, Executive Vice President, Alliant Specialty. “He joins us with a proven track record of designing and delivering customized insurance solutions that provide extraordinary value to real estate organizations.”

Prior to joining Alliant, Racunas served as Senior Vice President at a regional insurance brokerage firm where he focused on 831b captives, commercial real estate, hospitality and construction. His thorough understanding of the real estate industry started with a career as a commercial real estate broker, followed by 20 years at a global insurance brokerage where he had a strong focus on commercial real estate, construction and large restaurant chains.

Racunas earned a Bachelor’s degree in Business Administration from the University of Kansas and serves as a board member for HomeAid Orange County, a non-profit working to end homelessness.

Based in Newport Beach, CA, Racunas can be reached at (949) 681-9058 or at John.Racunas@alliant.com.

August 11
​Veteran Insurance Executive Rick Ulmer Joins Alliant

Executive Vice President and Managing Director will support mergers and acquisitions activities for Alliant Underwriting Solutions division

NEWPORT BEACH, CA — Veteran insurance executive Rick Ulmer has joined Alliant as Executive Vice President and Managing Director, Mergers and Acquisitions within the company’s Alliant Underwriting Solutions (AUS) division. Ulmer will support AUS’s nationwide M&A strategy and assist in overseeing acquisition integration and leveraging growth across all areas of the division.

“Rick is a highly skilled insurance leader with direct experience building and growing thriving organizations,” said Sean McConlogue, President of Alliant Underwriting Solutions. “He will play a critical role in setting the stage for ongoing growth and expansion across all facets of AUS as we continue to expand our reach and influence.”

Ulmer joins Alliant with a diverse background that includes roles in executive management, insurance brokerage, risk management, and business development. Prior to joining Alliant, Ulmer was President and CEO with a top 10 U.S. retail insurance broker. He also has extensive experience in the technology industry working with start-up organizations as well as in the Fortune 500 marketplace.

In his new role at AUS, Ulmer will contribute to mergers and acquisitions efforts for an organization that is among the nation’s top 10 MGAs, generating in excess of $1.6 billion in annual gross written premium.

Ulmer earned his bachelor’s degree in business administration from West Chester University of Pennsylvania.

August 05
​Karen Caterino Named Senior Vice President

Alliant Public Entity bolsters pooling expertise

NEWPORT BEACH, CA — Alliant Insurance Services has announced Karen Caterino has joined the company as Senior Vice President, Public Entity. As a member of the Public Entity, Education & Pooling Practice, Caterino will focus on leading public entity, education and pooling business growth and development initiatives.

“Our education and pooling practice is designed to help us build deeper client relationships, while delivering excellent insurance solutions to our clients,” said Daniel Howell, Senior Executive Vice President, Alliant Public Entity. “Karen’s background in the public entity space, combined with her expertise in client advocacy and retention, make her a valuable addition to our newly formed group.”

Caterino spent many years in various business development positions in the healthcare insurance industry, providing leadership and strategic direction on sales initiatives. Prior to joining Alliant, Caterino worked at a global insurance brokerage as the Center of Excellence (COE) Leader for the western region public sector and higher education practice, where she was responsible for strategic direction. Caterino worked closely with clients to evaluate, assess and determine risk and insurance solutions.

Caterino earned a Bachelor of Arts degree in Sociology from Roanoke College and a MBA from University of Phoenix. Based in Nevada, Caterino can be reached at (775) 830-5000 or at Karen.Caterino@alliant.com.

August 03
Alliant Names Mike Honeycutt Senior Vice President

NEWPORT BEACH, CA — Alliant Insurance Services has announced Mike Honeycutt has joined the company as Senior Vice President, Alliant Public Entity. In this role, Honeycutt will focus on providing innovative and strategic risk management solutions for public entity clients in Alliant’s newly created Public Entity, Education & Pooling Practice. Honeycutt has expert-level insurance know-how and will work to negotiate the needs of public entity clients.

“Mike has been a thought leader in the public entity space throughout his career. We are thrilled to have Mike joining our Public Entity Practice and help to expand our East Coast presence,” said Daniel Howell, Senior Executive Vice President, Alliant Public Entity.

With 28 years of experience in the insurance industry, Honeycutt has held various positions at the three of largest global brokerages, all focusing within the public entity sector. Most recently, Honeycutt served as Senior Vice President at a global insurance broker.

Honeycutt earned a Bachelor of Science degree in Finance from UNC Charlotte Belk College of Business. Based in Charlotte, NC, Honeycutt can be reached at (705) 905-0198 or at Mike.Honeycutt@alliant.com.

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