Moody Insurance Agency Acquires Smallwood Financial Services

With the acquisition of Smallwood Financial, Moody Insurance more than doubles its benefits practice and further expands its reach as a leading employee benefits firm in the Rocky Mountain region.

"Smallwood Financial's expertise in benefits services positions us well to offer comprehensive insurance solutions for companies of all sizes.  We are eager to expand into new markets based on Smallwood Financial's background, and are excited about the enhanced capabilities we can now offer our customers," said Brad Moody, president of Moody Insurance.

The newly formed Employee Benefits Operation will operate as Moody-Smallwood.  Jim Smallwood, RHU, REBC will lead the Employee Benefits Operation as President.

According to Jim Smallwood, "We are pleased and excited about our decision to be acquired by Moody Insurance Agency.  The merger of our benefits operations moves us toward our vision of offering clients a truly complete package of insurance, investment and employee benefits-related services."
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"Premier Specialty Contractors has been a client of the Moody Insurance Agency for the last 30 years. Over this time, they have provided us with unmatched service, providing us with all of our insurance needs, including helping us manage our risks. Our ability to trust Moody's has allowed us to focus on what we do best and thus build a strong business. We sincerely would like to thank you and your staff for your support and assistance in the handling of our recent claim. Your staff went above and beyond our expectations in making sure we were treated fairly. Thanks again for all you have done for us over the last 30 years and we are looking forward to the next 30. Sincerely, Christine Schultheis Vice President, CEO Premier Specialty Contractors"

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