M3 Insurance

It was an honor to host Centro Dane County high school students at our Madison office for the second annual Centro Hispano High School Student Forum. This event reflects M3’s dedication to inclusivity, community engagement, and empowering the next generation of insurance professionals. 🎓 Read more about this meaningful collaboration: https://lnkd.in/eyY6_9_i

M3 continues to grow to serve our clients' needs. Take a glimpse at the unique and talented individuals who recently joined the team! • Alex Zuehlke, Cybersecurity Engineer • Alyssa Guindon, Client Manager • ALYSSA ORTIZ, Claims Support Specialist • Andrew Musial, Senior Retirement Plan Manager II • Ben McLenaghan, Client Specialist • Ben Moses, Client Specialist • Jake Kellerman, Brokerage Client Specialist • Jennifer Blickham, Client Specialist • Justin Shumaker, Client Executive • Kaia Hull, Retirement Plan Specialist • Kaitlyn Barker, Client Manager • Lori Franson, Senior Client Manager • Mary Feuerbach, Client Executive • Michael Johnson, Business Development Executive • Mikki Retic, Administrative Project Coordinator • Morgan Ludlum, Claims Support Specialist • Pete Dewar, Client Executive • Shaun Thomson, Client Manager II • Tiffani Xiong, Brokerage Client Manager

Learn how thoughtful tech design transforms both remote and in-office experiences. 🎙️ In this Fast Break episode, Shaun Trudell CTS of Automation Arts shares actionable insights to help businesses of all sizes enhance team and client connections—whether you're starting or optimizing hybrid solutions. Stay connected! Subscribe to #FastBreak on your favorite podcast platform ↓ 𝗦𝗽𝗼𝘁𝗶𝗳𝘆: https://lnkd.in/geYJNYZH 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀: https://lnkd.in/eiNmCbqy

Meet Pete Dewar, the newest addition to our Green Bay office! With over 22 years in the industry, he brings extensive knowledge and a client-focused approach to help employers navigate employee benefit programs and drive long-term value. We're excited to welcome him to the team as a client executive. Learn more about Pete: https://lnkd.in/dwm_X7kb

Connie Perry of Ethica Pharmacy Advisors (an M3 Connect Company) steps 'In the Ring' with Héctor Colón—the episode is officially LIVE! 🎙️ Tune in as they tackle pressing topics like the rising costs of prescription drugs, the evolving role of pharmacy benefits, and groundbreaking innovations shaping the future of pharmacy. Watch now: https://lnkd.in/ehkRUa5M #LSSKnockout #m3ins

𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 𝐀𝐥𝐞𝐫𝐭! Employers sponsoring group health plans must ensure compliance with the gag clause prohibition and complete the required attestation. Partnering with your insurance carrier or TPA can help meet this requirement.

Erik Vandermause, VP of Applied Intelligence at M3 Insurance joins our host Chip Arenchild on the latest episode of the Know Your Risk & Insurance Coverage podcast to discuss the digital tools they create and utilize to gain data-driven insights. Check out the new episode here: https://bit.ly/40C5jvv #insurance #insuranceindustry #insurancenetworking #insurancepodcast #InsuranceTech #InsuranceTools #insuranceInsights #InsuranceData

Congratulations to M3 Financial’s Kelly Tyriver, QKA, CPFA®, NQPC™, on being named a 2024 National Association of Plan Advisors Top Women of Excellence MVP! This honor celebrates Kelly’s leadership, contributions, and expertise in the retirement planning industry.

The excess cost of #pharmacy might not be a conversation happening around your conference or kitchen tables. Find out why it should. Watch my interview with Dr. Connie Perry of Ethica Pharmacy Advisors at M3 Insurance. Tune in 11/20 at noon CST. Subscribe and learn more about this important topic that impacts each of us. https://lnkd.in/gBFYNZYq #LSSKnockout #SocialServices

📰 New info from our M3 Financial team: The IRS has released the 2025 contribution limits for key tax-advantaged – 401(k), 403(b), 457, HSA, and IRA – accounts. https://lnkd.in/gyQv-WFW