Arrow Benefits Group, the third largest HR/benefits company in the North Bay, has launched the “Arrow Umbrella Program,” offering experienced, dedicated brokers the opportunity to withstand competitive threats, expand client services, and provide a viable, guaranteed exit strategy and protection to brokers. The program, developed by founders Jordan Shields and Keith McNeil, includes numerous new partnerships that expand Arrow’s reach throughout California. The program facilitates the partnership with smaller brokers that often lack resources and are often highly vulnerable to changing market conditions. Shields and McNeil see this as an urgent need right now in the industry. McNeil says, “We wanted to go out to smaller firms and give them the opportunity to align themselves with the benefits of a larger organization, including exit solutions for retirement. What we’re doing is allowing the broker to still own their business and run it – keeping their integrity and legacy while safely transitioning their business for the future.”
