FAQ's About the Acquisition of BB Benefit Group LLC

We are excited to let you know that effective September 2^nd, 2025, BB Benefit Group LLC has been acquired by Alera Group. 

Our current service team will be retained in their current roles, and the services we have provided you in the past will continue to be offered going forward. Our hope is that by becoming part of Alera Group, we can expand the benefits and services available to you.    

You can continue to reach us the same way you have in the past. If you have any questions about this exciting news, please feel free to reach out directly at 651.300.3668. 

We are confident that this new step for our firm will serve us all well. Please take a look at the FAQ’s document below for more in-depth information, as well as a complete understanding of our expanded service offering. 

Q: Why did you decide to partner with Alera Group? 

Partnering with Alera Group allows us to offer our clients the best of both worlds—personalized, hometown service backed by the resources and technology of a national firm. This partnership expands our capabilities, enabling us to provide enhanced benefit offerings for larger clients, as well as additional lines of insurance including retirement planning, property and casualty coverage, and more. We're excited about the opportunity to grow while continuing to deliver the local, relationship-driven service you've come to expect.

Q) What is Alera Group and why did they become interested in acquiring our firm?   

Alera Group is an independent financial services firm with $1.5 billion in gross revenue, offering comprehensive property and casualty insurance, employee benefits, wealth services and retirement plan solutions to clients nationwide. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,600 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. The company’s corporate office is located in Deerfield, IL, with locations throughout the United States.  As you all know, our industry is in the midst of a radical transformation. Alera Group decided to seize the moment and form a company with a group of industry experts and peers to create a national, best-in-class firm that can leverage new depth and breadth to provide unmatched results for clients. This is an exciting opportunity for us all to make great impact in the industry. 

Q) Will our name change?   

We will now be identified as, “an Alera Group company.” 

Q) Will our office change?  

No – We will not be moving our office, and do not have any sort of mandate from Alera Group to do so.

Q: What additional lines of service can you now offer?

Through our partnership with Alera Group, we’re excited to offer a broader range of services to meet more of your needs, including:  

• Property and Casualty Insurance – Comprehensive coverage for businesses and individuals  

• Retirement Services – Strategic planning and solutions for long-term financial wellness  

• Home and Auto Insurance – Personal lines coverage with competitive options and expert guidance  

Q: What’s the best way to connect with you regarding these additional services? 

We’d love to explore how these expanded offerings can support your needs. The easiest way to connect is by scheduling a meeting or phone call.  Please reach out to me via email at: brianna.bucholz@aleragroup.com Best practice is to include what services you may be interested in along with a couple of day/time slots that may work best for you. 

Q) Do you think that we will change course at all? What about Alera Group? What is their end game?

We will continue to have the same core values with the same leadership team in place, and we will be continuing to work with all of our existing clients. I think this partnership opens us up to a number of new opportunities – to work with new companies, and to share expertise and best practices. This is an opportunity for all of us to grow and hone the skills our clients, current and future, rely on us having.  Leveraging our combined resources and expertise, we believe we can provide clients with the services and support of larger firms, without losing the independence and values of the founding firms like ours. Alera Group serves clients through employee benefits, property and casualty, wealth management and retirement services, providing opportunity for us to expand our offerings and partnerships. They have technology resources we can access and leverage. They have voluntary and benefit administration platforms, and human capital management solutions we can explore.  Many of our new business initiatives could incorporate some of the tools Alera Group has at their disposal, if we desire to use them. Ultimately, our goal remains the same with Alera Group: to differentiate ourselves from our competitors and become the firm of choice.  

Q: Can we still use the same email and phone number to reach you? 

 Yes! Our previous email addresses are still active, and our agency phone number remains the same: 651.300.3668.  

However, please note that most replies will now come from our new Alera Group email addresses:  

• Brianna Bucholz – brianna.bucholz@aleragroup.com  

• Lauren Alford – lauren.alford@aleragroup.com