Verification Period: March 20, 2018 – March 20, 2019
- Completeness and Accuracy
- Benefit Administration Solutions
- Executive Benefits
- Group Health Insurance
- Human Resources Solutions
- Individual Health Insurance
- Voluntary Benefits
- Consumerism Solutions
JA Counter & Associates Overview
JA Counter was founded in New Richmond, Wisconsin in 1976 as an insurance agency, specializing in individual life, health, and disability insurance and employee benefit planning. We later entered the securities arena, thus expanding the opportunity to adequately serve our client’s needs by offering stocks, bonds, mutual funds, variable annuities, variable universal life insurance, retirement planning, financial planning, estate planning, among the many other services offered by our firm.
JA Counter became close collaborators with other firms through a mutual partnership with the Benefit Advisor Network, and at the end of 2016 many of the firms simultaneously merged to become The Alera Group. The Alera Group is thus an independent, national insurance and financial services firm with specializations in employee benefits, property and casualty, risk management, and wealth management. The mission of The Alera Group is to provide the expertise and best practices of a large national firm, while delivering the personal local service our collective clients have come to expect.
Presently, as a member of The Alera Group, JA Counter works collaboratively with their many national partners. The Alera Group has over 1,400 employees and is now the 7th largest privately held employee benefits firm in the United States.
Whether you’re a business or individual in need of Human Resources, benefits, or financial planning, the team at JA Counter provides trustworthy consultation in a thoughtful, well-educated manner where clients are treated like family and business is conducted in a caring, professional style.
You can count on JA Counter.
JA Counter & Associates Affiliations
Benefit Advisors Network (BAN), is the premier national, credentialed network of independent benefit advisory & consulting companies. Through best practice sharing, market clout leveraging and shared capital for investments, BAN delivers the power of Smart Partners™ - through industry leading tools, technology and expertise, member firms can deliver optimum results for their employee benefits customers.
The National Association of Health Underwriters represents more than 100,000 licensed health insurance agents, brokers, general agents, consultants and benefit professionals through more than 200 chapters across America. NAHU members service the health insurance needs of large and small employers as well as people seeking individual health insurance coverage. Every day, NAHU members work to obtain insurance for clients who are struggling to balance their desire to purchase high-quality and comprehensive health coverage with the reality of rapidly escalating medical care costs. As such, one of NAHU's primary goals is to do everything to promote access to affordable health insurance coverage.
Certified Employee Benefits Specialists
For nearly seven decades, SHRM has been the leading provider of resources serving the needs of HR professionals and advancing the practice of human resource management. SHRM has more than 575 affiliated chapters within the United States.
Areas of Special Focus
- Employee Communications
- Medical Claim Analytics
- Onsite Clinics
- Rx Carveouts
- Self Funded Plans
- Supplemental Benefits
- Data Analytics
- Health Advocacy
- Health and Benefits Consulting
- Population Health and Wellness
Areas Served by JA Counter & Associates
Team at JA Counter & Associates
Specialization in population health management, cost control, recruitment, retention and culture.
Linda has specialized expertise in areas of consulting, regulatory compliance and benefit admin.
Jill brings expertise in benefits consulting, regulatory compliance, benefits administration.
Employee Benefits Specialist
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About The Service
Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.