| Name | Title | Contact Details |
|---|---|---|
Steve Shively |
CIO & CISO | Profile |
Steve Shively |
CIO and CISO | Profile |
Wellabe is a U.S.-based insurance provider with a rich history dating back to 1929. Originally founded as American Republic Insurance Company, it rebranded in 2023 following a merger of six subsidiaries under American Enterprise Group, Inc. The name "Wellabe" reflects its commitment to reliability and long-term customer support. The company specializes in health and financial protection solutions, offering a range of insurance products. These include Medicare Supplement insurance, Hospital Indemnity coverage, Preneed Insurance for funeral expenses, Short-term Care Insurance, and Final Expense Life Insurance. Wellabe also partners with organizations like Start Hearing®, VSP® Individual Vision Plans, and CancerEDGE™ to enhance its supplemental health services. The company primarily serves older adults and retirees, focusing on their needs for aging, chronic conditions, and end-of-life planning. Wellabe is dedicated to customer-centric values, emphasizing integrity and community engagement.
Sycamore is a specialty wholesale broker, focusing on hospitality, cannabis, energy and niche personal lines dwellings. Sycamore Specialty Underwriters started its wholesale broker operations in 2014. Partnering with insurance companies around the country, Sycamores goal is to make sure agents seeking specialized products have a one stop-shop to finding coverage for their clients.
Meyers Brothers Kalicka, P.C. is the largest independently owned and operated CPA firm based in Western Massachusetts. Our services go beyond accounting, auditing, taxation and financial planning to include proactive business strategy. With offices in Holyoke, we serve clients throughout the Pioneer Valley, including Springfield, West Springfield, Chicopee, Holyoke, Northampton, Amherst, Greenfield, Pittsfield and beyond. Our roots are in Western Massachusetts and we have a passion for the businesses, organizations and people of our region. We are approachable, accessible and dedicated to helping you reach your financial and business goals.