-

Inszone Insurance Services Acquires Employee Benefits Book of Business from Josten Financial, Ltd.

SACRAMENTO, Calif.--(BUSINESS WIRE)--Inszone Insurance Services, a growing national provider of commercial, personal, and benefits insurance solutions, is pleased to announce that it has acquired the employee benefits book of business of Josten Financial, Ltd., an established insurance, investment, and employee benefits firm founded in 1977 and headquartered in Schaumburg, Illinois.

“It was important to me to find a partner who valued relationships, consistency, and service as much as I do. Inszone offered that trust and continuity.” – Marty Josten

Share

The acquired business comprises the employee benefits clients and associated staff led by Marty Josten, who has been with Josten Financial since 1990. The rest of Josten Financial, under the leadership of other members of the Josten family, will continue to operate independently, focusing on wealth management, retirement, life, and related financial planning services.

“I began this journey working alongside my father and have been honored to serve clients and staff through decades of change,” said Marty Josten. “It was important to me to find a partner who valued relationships, consistency, and service as much as I do. Inszone offered that trust and continuity.”

Chris Walters, CEO of Inszone Insurance Services, said, “We are honored to welcome Marty and his benefits team to Inszone. Their long-standing dedication to clients and staff reflects our values and strengthens our benefits capacity in Illinois and nationally.”

Clients of Josten Financial will continue to receive the exceptional service they have come to expect, now supported by the expanded resources and expertise of Inszone Insurance Services.

About Inszone Insurance Services

Founded in 2002 and headquartered in Sacramento, California, Inszone Insurance Services is a full-service insurance brokerage firm offering a wide range of property & casualty and employee benefits solutions. Inszone continues to expand organically and through strategic acquisitions, now serving clients through offices in California, Arizona, Arkansas, Colorado, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Missouri, Montana, Nebraska, Nevada, New Mexico, Oklahoma, Oregon, South Dakota, Texas, Utah, and Washington, with additional expansion planned nationwide.

For more information about Inszone Insurance Services, visit www.inszoneinsurance.com.

Contacts

Inszone Insurance Services
Chris Walters – CEO
714-619-5620
cwalters@inszoneins.com

Inszone Insurance Services


Release Versions

Contacts

Inszone Insurance Services
Chris Walters – CEO
714-619-5620
cwalters@inszoneins.com

Social Media Profiles
More News From Inszone Insurance Services

Inszone Insurance Services Acquires Advantage Service Insurance, Expanding Its Colorado Presence in Hard-to-Place Home and Commercial Coverage

SACRAMENTO, Calif.--(BUSINESS WIRE)--Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is pleased to announce the acquisition of Advantage Service Insurance. This acquisition expands Inszone's personal and commercial lines presence in Colorado, welcoming an agency with standout expertise in hard-to-place home insurance and specialized commercial coverage for contractors and the trades. Founded in 1996 by Ivan Gerrity and based in La...

Inszone Insurance Services Acquires Assistance Insurance Agency, Strengthening Its Personal Lines Presence in Southern California

SACRAMENTO, Calif.--(BUSINESS WIRE)--Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is pleased to announce the acquisition of Assistance Insurance Agency. This acquisition strengthens Inszone's personal lines presence in Southern California, welcoming a multigenerational family agency with deep roots serving personal and property and casualty clients across the region. Founded in 1974 and family-owned across three generations, As...

Inszone Insurance Services Acquires Whitman & Samuelson Insurance Services, Expanding Its Commercial Manufacturing and Distribution Expertise in Northern California

SACRAMENTO, Calif.--(BUSINESS WIRE)--Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is pleased to announce the acquisition of Whitman & Samuelson Insurance Services, Inc. This acquisition expands Inszone's commercial lines presence in Northern California, welcoming a nearly century-old agency with deep, specialized expertise in commercial manufacturing and distribution. With roots dating back to 1931 and based in Petaluma, Ca...
Back to Newsroom