You will want to take advantage of Relation’s upcoming compliance webinar! Our VP of Compliance, Matthew LoPorto, is teaming up with Marilyn Monahan, owner of the Monahan Law Office on 🗓 May 8, to bring you expert guidance on employee benefits and leave laws. Join Relation Insurance Services for our upcoming webinar, The Intersection of Leave Laws & Employee Benefits 👉🏼 https://bit.ly/3wi2iUm #employeebenefits #insurance #leavelaws #relationshipsmatter #relationinsurance
Relation Insurance Services
Insurance
Walnut Creek, California 7,024 followers
You deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business.
About us
Despite our size, Relation feels like a family company. Here, a handshake matters. Because we believe trust is the foundation of every successful relationship. We'll take time to listen and get to know you. Understand your challenges... and provide practical solutions. Because you deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business. So we start with trust, then work to connect the dots to help you save time and regain control over insurance decisions, whether personal or professional - so you, your family, and your organization can be healthier and safer.
- Website
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http://www.relationinsurance.com
External link for Relation Insurance Services
- Industry
- Insurance
- Company size
- 1,001-5,000 employees
- Headquarters
- Walnut Creek, California
- Type
- Privately Held
- Founded
- 2007
Locations
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Primary
1277 Treat Boulevard
Suite 400
Walnut Creek, California 94597, US
Employees at Relation Insurance Services
Updates
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Tim Hall, Relation Insurance CEO was born with the Entreprenurial spirit. So, he knows a thing or two about working hard and customer service! He leads with that same conviction, setting forth an entrepreneurial culture that is one of respect, accountability, and meritocracy. Did we mention he owned a DJ business in college! Play that funky music...🎶 Read more about our CEO and why we are all BIG FANS of him and his passion to lead Relation to become America's most trusted insurance partner in the business! Learn more about Tim Hall 👉 https://lnkd.in/gMhQB33J #relationshipsmatter #relationinsurance #insurancebrokerage
Tim Hall | Leader's Edge Magazine
https://www.leadersedge.com
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We're thrilled to announce our new partnership with Jones & Lowe Insurance Agency Offering a full range of insurance products including auto, home, business, commercial auto, farm & ranch, crop and livestock, Jones & Lowe is based in Bryan, Texas with an additional location in Brownfield, Texas. Owners Ted and Tracy Higginbottom will continue managing those offices as a valuable part of the Relation family. Building Businesses. Investing in Relationships. Learn more 👉 https://lnkd.in/gEHC2Gwc | #RelationshipsMatter #Mergers #Partnerships #Insurance
Relation Insurance Services Acquires Jones & Lowe Insurance Agency
https://www.relationinsurance.com
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To our clients, teammates, partners and more! Happy Easter to all our peeps. | #relationshipsmatter
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As we celebrate Women's History Month, we are proud to announce Shirley Gordon, National Practice Leader has been appointed to the PRMA Board of Trustees. Shirley brings a wealth of expertise and perspective to the table for our high net worth practice. We know she will be an amazing addition to the PRMA board. Help us celebrate Shirley in the comments below! 👇🏽 #relationshipsmatter #womeninbusiness #womenininsurance #womenleaders #prma
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Happy International Women's Day! At Relation, from our C-Suite to our Producers, Client Service, Operations, Administrative and more; we love celebrating the countless women in our ranks who inspire stories of success for our team and our clients! #relationshipsmatter #internationalwomensday #IWD2024
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With the 50th anniversary of ERISA upon us, our Compliance VP, Matthew LoPorto is set to guide you through its requirements and dive into how plan sponsors can stay true to their ERISA fiduciary duties. | Register Today 👉🏼 https://bit.ly/3Iqi95L Matt will be covering topics, like: ✔️ The must-knows of the ERISA Wrap Document. ✔️ Break down the essentials of both the Plan Document and Summary Plan Description. ✔️ Walk you through when and how you can send these key documents electronically to your team. ✔️ Provide insights on the Summary of Material Modification. ✔️ Tackle the Section 125 Plan Document. ✔️ Provide insight from what we learned at the Council for Insurance Agents and Brokers’ Legislative Summit where our Compliance and Legal teams got to chat with Congress about the future of employee benefits. #employeebenefits #insurance #compliance #erisa
2024 ERISA Compliance | The Who, What, Where, Why, and How
https://www.relationinsurance.com
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Join us as we remember the wisdom, courage and leadership of United States presidents, like Abraham Lincoln who once said… “In the end, it’s not the years in your life that count. It’s the life in your years.“ #relationshipsmatter
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Last week, producers, account managers, corporate services, and administration gathered in Atlanta for this year's National Sales Meeting - SCORE 2024! Our teams worked together as #OneRelation with the common goal: To continue learning how we can protect what matters most for individuals, families, and businesses. Becoming America's most trusted insurance broker. #InsuranceBroker A special thanks to our many sponsors and guest speakers for making this an incredible event! Are you looking for an insurance broker rooted in the principle that #RelationshipsMatter in everything we do: Accountability, Trust, Growth, Diversity, Communication, and Family. We'd love to get to know you and learn how we may serve you! #riskandinsurance #employeebenefits #personalinsurance #retirement #privatewealth
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On August 28th, 1963, Martin Luther King Jr shared his I Have a Dream speech- it was a turning point in our Nation's history. As we take the time to honor Martin Luther King Jr today, it seems appropriate to ask the question he once asked of those around him. What are you doing for others? Imagine what would happen in our communities if every business asked that question on a regular basis? There would be an amazing shift in how we treat others and our communities would forever be changed for the positive. | #RelationshipsMatter #MLKDay #MakeADifference