10/08/2026
Our CEO, Alan Whitman, sat down with Insurance Business to talk about where group benefits is headed, and why rising healthcare costs, fiduciary scrutiny, and the fee-vs-commission debate make trusted guidance more valuable, not less.
Alan also shared the thinking behind our growth across the Southeast. It always starts with strategy. Before we look at geography, client base, or culture, every potential partner has to answer two questions: do they share the strategy we're executing, and can they execute it alongside us?
That approach is what made The LaRocco Companies such a natural fit. Their team brings 46 years of employee benefits expertise, adding a capability and relationships that strengthen what we can deliver for every client.
And our focus hasn't changed. Owner-operated, founder-led, and family-run businesses are the Southeast's "hidden wealth." They're too often overlooked by firms chasing bigger and more complex clients, and they deserve sophisticated advice just as much. That's exactly who we're built to serve.
We're not a CPA firm bolting on insurance, or an insurance group partnering with a CPA firm. We're a financial services company built for the businesses that are the backbone of the Southeast.
Read the full interview: https://zurl.co/6icXX