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Ethos

Ethos is a life insurance company founded in 2016 by Peter Colis and Lingke Wang. The company focuses on making life insurance more affordable and accessible by using technology to simplify the application process. Ethos operates as a licensed insurance agency, partnering with third-party carriers like Legal & General America, TruStage, and Ameritas. Ethos offers an online application process that provides instant quotes, allowing customers to apply for life insurance quickly. The company utilizes a proprietary underwriting engine to assess health and eligibility, ensuring suitable coverage options. Ethos also supports a network of independent insurance agents, facilitating both direct-to-consumer and agent-assisted sales. The primary product offered is term life insurance, tailored to meet individual needs. With significant funding from investors such as Sequoia, Accel, Google Ventures, Goldman Sachs, and Softbank, Ethos has established itself as a major player in the U.S. life insurance market, aiming to protect millions of families.

SEI

Systems Evolution, Inc. (SEI) is a business and technology consulting firm committed to delivering superior value to local clients since 1992. We pair cutting-edge technologies with custom-tailored solutions to drive powerful business results for some of the most influential companies in the world. We offer the agility, consistency, and personal attention of a local partner while providing the reach and knowledge assets of a national organization. SEI supports critical client needs in areas including Data & Analytics, Technology Enablement, Strategy & Operations, Concept to Delivery, and Security, Risk and Compliance. A 100% employee-owned business, SEI now employs hundreds of consultants across the United States. Our value proposition to both clients and employees is based on a unique business model focused on local delivery, empowerment through technology, fully customized approaches and solutions, and a culture of collaboration.

MAP

We are a Performance Improvement Consulting Firm Increase profitability and productivity with our proven Management System™. It is an accountability system that creates focus and alignment driving breakthrough results for your business. WHY WORK WITH US? 1. RESULTS Over 15,000 organizations and 170,000 business leaders accelerated their leadership and management performance through our proven MAP Management System™. 2. EXPERIENCE Our consultants are former CEOs and entrepreneurs with a track record of success who work with you every step of the way on business strategy and implementation. 3. LONGEVITY Weve been around since 1960 and worked on an incredibly diverse range of challenges across all industries and sizes. Are you ready to take your business to the next level?

Grassi

Grassi was founded in 1980 by Louis C. Grassi, with only an empty filing cabinet and a desk. Since then, Grassi has grown to become one of the nations largest accounting firms with more than 360 employees and nine office locations in the U.S. and Italy. Our team of experienced CPAs, CFOs, business consultants, forensic accountants, valuation experts, trust and estate specialists and tax advisors offer strategic advice and customized solutions to overcome all obstacles standing in the way of your greatest success. We do this through our commitment to add Strength in Certainty to every business decision and financial move you make.

Assured Legacy

Assured Legacy is a health and life insurance agency that is partnered with multiple Insurance Companies to help clients find plans and policies that best fit their needs. Our Licensed Insurance Benefits Advisors guide clients through the process of assessing and understanding which benefit plans best align with their future needs and financial goals. Please visit assuredlegacy.net to learn more and schedule a no-obligation - complimentary consultation with a Licensed Insurance Benefits Advisor.