If you own a business, own a home or yacht, drive a car, require a performance bond or an employee group health plan… You should consider Fortun first.Established in 1977, we are one of the area’s largest independent insurance agencies with a diversity of coverages not generally available at smaller, specialty firms. And since we are an agency… and not the insurer… we are not limited to one company’s products. We can choose the right coverage and the right price for you from a selection from the world’s foremost insurers, often a combination of products from several different sources. One-stop shopping, in the truest sense. The convenience of a local agency for personalized attention… with the tremendous product variety and competitive pricing available from large, worldwide insurance companies.

Forum National Investments Ltd. (Forum Investments) was incorporated in British Columbia, Canada in 1995. We are a registered public company trading under the symbol FMNL. There primary business revolves around developing consumer driven organizations designed to enhance lifestyles.The largest company in our portfolio is a company specializing in Life Settlements throughout the United States. ( ALSS )

Frenkel & Co., Inc. (“Frenkel”) was founded in 1878 by Emil Frenkel, a German immigrant. His sons, George and Leo, participated in the business and emulated Emil’s pioneering spirit and leadership. They firmly established Frenkel’s presence and reputation in the New York insurance market with the imagination and ingenuity characteristic of the American dream. In 1985, the Frenkel & Co., Inc. Employee Stock Ownership Plan (ESOP) was established, allowing Frenkel to remain an independent broker. Frenkel’s ownership remained in the ESOP structure until it was purchased in January 2001 by our current President and Chief Executive Officer, John F. Kelly, and current Chairman of our Board of Directors, Robert E. Shunk.

Doing right by employees and employers is the simple philosophy behind Nationwide Better HealthSM. We're dedicated to helping you protect your most valuable asset: the health and well-being of your employees.With the steady rise in corporate health care costs, it's a simple truth that healthier employees are more productive and less costly to insure. And the easier it is to help your employees improve their health, the better.As the first population health management company to truly integrate the best array of health and productivity services available, Nationwide Better Health can help you plan your health and absence management programs more effectively, reduce health care costs and increase productivity.

You might say that it's not the size of the business that counts, but the quality of the retirement plan. Geller Group, a subsidiary of Focus Financial Partners, helps companies design, establish, and maintain employee benefit plans. Targeting small to midsized employers, the firm specializes in pension plans, welfare benefit plans, and 401(k) plans. It provides regulatory compliance, recordkeeping, plan administration, and investment advice, among other services. Geller Group was founded in 1984 and has offices in Boston; Los Angeles; New York City; and Washington, DC.

Despite its name General Casualty Insurance Companies gets very specific about its property/casualty products. The company administers personal and commercial auto, homeowners, liability, and workers' compensation coverage through regional offices. General Casualty's products are sold through some 1,300 independent insurance agencies in 25 states in the northeastern and midwestern US. The company specializes in packages for large commercial accounts; it also serves niche and small business clients including golf courses and restaurants. Its individual auto insurance segment includes nonstandard policies. General Casualty is a subsidiary of QBE Regional Insurance.

Gen Re's history began in 1921 when two Norwegian companies, Norwegian Globe and Norwegian Assurance, merged and took the name General Casualty and Surety Reinsurance Corporation. Starting with $800,000 in capital and $900,000 in surplus, General Casualty and Surety set out to write casualty reinsurance. In 1923, American investors acquired the company and changed the name to General Reinsurance Corporation. In 1929 General Reinsurance affirmed that it would be only a direct reinsurer and also would write no less than 100% of a treaty. In 1945, General Reinsurance Corporation merged with Mellon Indemnity, bringing new capital to the company so that, in the face of foreign competition, it could become a stronger reinsurance force.

GeoVera Holdings, Inc. is a provider of specialty residential property insurance products, focused on catastrophe exposed property in the homeowners and residential earthquake markets, operating on both an admitted and surplus lines basis. GeoVera Holdings, Inc. is a subsidiary of GeoVera Insurance Holdings, Ltd. and is headquartered in Fairfield, CA with offices in Sheboygan, WI and Tallahassee, FL.

Formerly known as GMAC Insurance Holdings, and formerly a subsidiary of what was formerly named GMAC (now named Ally Financial), GMAC Insurance Personal Lines is a slimmed down version of its former self. As per its name, GMAC Insurance Personal Lines does indeed provide personal property/casualty insurance, including preferred and nonstandard automobile insurance, homeowners coverage, and coverage for recreational vehicles and motorcycles. Its products are distributed through a network of some 10,000 independent agents and brokers in the US. GMAC Insurance Personal Lines was acquired by investment broker American Capital Partners LLC and insurance holding company AmTrust Financial Services.

Golden Eagle Insurance, headquartered in San Diego, CA,with regional offices in Aliso Viejo and Walnut Creek, provides insurance products and services for business owners like you. We believe that buying insurance is one of the most important decisions you need to make for your business. That’s why we only sell our insurance through independent agents. As your trusted advisor, they are experts who will provide you with all the information you need to make the best decision for your operation.

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