Cross Sell Opportunities Leverage the affiliate May, Bonee & Clark Financial Services to package personal, business, life and health insurance with retirement planning and wealth management. Target SMBs and startups with tailored group benefits and owner focused financial planning to create a comprehensive, one stop solution.

SMB Benefits Growth Prioritize expansion of group benefits, life and health coverage, and retirement plans for small to midsize firms. Emphasize the firm’s consultative, personalized approach to differentiate from competitors and drive higher client engagement and retention.

Tech Driven Service Leverage Zywave and other tech tools to deliver data driven benefits design, streamlined proposals, and efficient service delivery. Market these capabilities to mid market clients seeking transparent, scalable risk management and modern brokerage experiences.

Integrated Financial Solutions Promote the integration between insurance, employee benefits, and wealth planning through the affiliate financial services arm. Position as a one stop shop for business owners and key executives seeking coordinated coverage, retirement planning, and wealth management.

Regional Growth Potential Focus geographic expansion in New England by leveraging independent status and customizable solutions. Build partnerships with local CPAs, HR consultants, and advisory networks to generate referrals among startups and growing businesses.