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InterWest Insurance Services

InterWest was founded in 1992 as a result of the merger of three large successful insurance brokerage firms located in Northern California. Our aggressive entrepreneurial and acquisition efforts have extended our footprint into Central California and the San Francisco Bay Area. Our unyielding commitment to reinvesting in our staff, diversified products & services and innovative technology consistently places us among the top performing insurance and consulting brokerages in the country. We offer unparalleled expertise in all lines of property and casualty, workers compensation, employee benefits and personal insurance coverages, as well as a full range of surety products. Although we operate principally in California, we are licensed to write business in all 50 states and staffed to service clients with locations throughout the nation.

Kaufman Dolowich LLP

Kaufman Dolowich LLP is a nationally recognized litigation law firm that has been serving the business and insurance communities since 1986. With 13 offices across the United States, Bermuda, and the United Kingdom, the firm has expanded from a boutique labor and employment practice into a comprehensive legal service provider. It offers a wide range of services, including labor and employment law, insurance coverage and litigation, professional liability, construction law, and more. The firm is known for its client-centered approach, focusing on developing innovative and cost-effective legal strategies tailored to various industries and complex legal matters. Kaufman Dolowichs attorneys are recognized leaders in their fields, often sharing their expertise at national conferences. The firm has a diverse clientele, including businesses and insurance carriers of all sizes, and has received accolades for its workplace culture, including multiple Mansfield Certification recognitions and being named among the “Best Companies to Work For” by U.S. News & World Report.

TRIUMPH LAW

TRIUMPH Law is a boutique corporate law firm with a focused on startups, tech transactions, venture capital, and mergers and acquisitions. We are located in the greater Washington DC area but represent clients across the country in all types of industries.

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.

TruStone Financial Credit Union

TruStone Financial Credit Union is a member-owned financial cooperative based in Plymouth, Minnesota. Founded in 1939 by eight educators, it has grown to become Minnesota’s second-largest credit union, serving members across Minnesota and Wisconsin through 13 branches. The credit union emphasizes financial education, reflecting its origins as a teachers credit union, and operates under a "For Life" philosophy that prioritizes long-term relationships with members and community prosperity. TruStone offers a range of services, including digital banking for account management, loans for auto, mortgage, and personal needs, as well as credit cards and investment products. It also provides business solutions such as commercial lending and business account services. The TruStone Foundation promotes financial literacy through partnerships and scholarship programs, supporting youth education in the community. The credit union continues to grow through strategic mergers and technological investments, enhancing its member services and operational efficiency.