Lockton Companies

Recently launched: Pooled Employer Plans available on the Benetic Marketplace

Thursday, June 17, 2021 - 7:14pm

Adding PEPs is yet another step forward in expanding the Benetic Marketplace to include the solutions advisors are looking for in the modern retirement plan market.

Key Points: 
  • Adding PEPs is yet another step forward in expanding the Benetic Marketplace to include the solutions advisors are looking for in the modern retirement plan market.
  • As early Benetic adopter Mike Duckett, Fiduciary Consultant and Client Advocate at the Lockton Companies states: It's tremendously exciting to learn how Benetic can help advisors compare the EZ(k) Flex PEP with other PEPs and with traditional single employer plans.
  • As Benetic CEO Ray Conley explains: PEPs offer a great solution for advisors seeking to deliver innovative retirement plans to their clients.
  • The Benetic Marketplace gives advisors the ability to instantly compare PEPs alongside traditional solutions with a detailed analysis that is ready for client presentation in minutes.

Lockton Pacific Region Bolsters Its Leadership In Private Equity With Three Strategic Hires

Monday, May 3, 2021 - 7:35pm

I know that Jordan, Daniel and Andrew will bring tremendous energy and expertise to Lockton, and immeasurable value to our clients.

Key Points: 
  • I know that Jordan, Daniel and Andrew will bring tremendous energy and expertise to Lockton, and immeasurable value to our clients.
  • "\nJordan Burbach joins Lockton after serving as a Senior Vice President of Marsh\'s Global Private Equity and Mergers & Acquisitions Practice for more than seven years.
  • "\nAndrew Szot joins Lockton as Vice President, Client Services Consultant specializing in private equity insurance services.
  • In 2019, Lockton was named a top 50 company to work for in London by Best Companies.

Lockton Retirement Services announces new leader to advance investment solutions

Tuesday, March 16, 2021 - 3:40pm

KANSAS CITY, Mo., March 16, 2021 /PRNewswire/ --Jamie Battmer, an industry-leading expert in economic analysis and investment consulting, joined Lockton Retirement Services today as Chief Investment Officer.

Key Points: 
  • KANSAS CITY, Mo., March 16, 2021 /PRNewswire/ --Jamie Battmer, an industry-leading expert in economic analysis and investment consulting, joined Lockton Retirement Services today as Chief Investment Officer.
  • "Our clients expect and require sophisticated solutions that meet both their fiduciary obligations and improve participant outcomes," said Pam Popp, President of Lockton Retirement Services.
  • Lockton Retirement Services is committed to offering solutions that evolve with the retirement industry and compliance standards.
  • To see the latest insights from Lockton's retirement experts, check our website
    Investment advisory services offered through Lockton Investment Advisors, LLC, a SEC registered investment advisor.

United Heartland Names Lockton Companies 'Agency of the Year'

Friday, March 5, 2021 - 4:00pm

NEW BERLIN, Wis., March 5, 2021 /PRNewswire/ -- United Heartland, a leading national workers' compensation insurance company, proudly announces Lockton Companies as its Agency of the Year.

Key Points: 
  • NEW BERLIN, Wis., March 5, 2021 /PRNewswire/ -- United Heartland, a leading national workers' compensation insurance company, proudly announces Lockton Companies as its Agency of the Year.
  • "We are pleased to recognize Lockton as this year's United Heartland Agency of the Year award honoree," said Steve Cooper, president of AF Group's Workers' Compensation Division.
  • "Like United Heartland, the Lockton team is clearly committed to their customers.
  • United Heartland is the marketing name for United Wisconsin Insurance Company, a member of AF Group.

Lockton adds industry leading M&A experts

Wednesday, December 2, 2020 - 11:00am

"Joshua, Gaurav and Eric are some of the most qualified transaction liability advisors in our industry, with unrivaled reputations and depth of experience," said Peter Clune, CEO.

Key Points: 
  • "Joshua, Gaurav and Eric are some of the most qualified transaction liability advisors in our industry, with unrivaled reputations and depth of experience," said Peter Clune, CEO.
  • "We're thrilled they have chosen Lockton and are excited for the value they will create for Lockton's clients."
  • As a family held brokerage, Ron Lockton, Chairman, often speaks of building Lockton for the next generation, not the next financial quarter.
  • "Lockton is building world-class expertise to support our aggressive growth plan and continues to attract top tier talent to meet our client's needs," said Ron Lockton, Chairman.

Global Insurance Firm Lockton Taps Casey Stine As Vice President In Its Midwest Series

Wednesday, November 11, 2020 - 3:07pm

ST. LOUIS, Nov. 11, 2020 /PRNewswire/ -- Lockton , the world's largest privately held brokerage firm that provides insurance, risk management, employee benefits and retirement consulting services, announced the hiring of Casey Stine as a Vice President and Business Development consultant for the firm's Midwest Series.

Key Points: 
  • ST. LOUIS, Nov. 11, 2020 /PRNewswire/ -- Lockton , the world's largest privately held brokerage firm that provides insurance, risk management, employee benefits and retirement consulting services, announced the hiring of Casey Stine as a Vice President and Business Development consultant for the firm's Midwest Series.
  • "We're looking to expand our footprint in the Midwest Series, and hiring Casey will help guide us towards a successful future," said Sean Donlin, Executive Vice President of Lockton St. Louis.
  • Stine holds a Bachelor of Science degree in Actuarial Science from Maryville University and resides in St. Louis.
  • For 11 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance."

Lockton launches National Surety Practice

Wednesday, September 30, 2020 - 2:00pm

KANSAS CITY, Mo., Sept. 30, 2020 /PRNewswire/ --Lockton announced the launch of its National Surety Practice, to be led by Patrick Pribyl.

Key Points: 
  • KANSAS CITY, Mo., Sept. 30, 2020 /PRNewswire/ --Lockton announced the launch of its National Surety Practice, to be led by Patrick Pribyl.
  • The National Surety Practice focus will include:
    "Jack Lockton founded this company as a construction and surety brokerage and I learned the business from him," said Pribyl.
  • "Jack would tell prospects to 'Look to Lockton' because we assembled the surety horsepower to solve their most complex challenges.
  • It's in that spirit that our National Surety Practice has aligned to bring the full power of that commitment and the financial acumen to all Lockton clients."

Jason Del Grande Joins Lockton to Build and Scale its Business in Northern California

Monday, September 28, 2020 - 8:27pm

His previous client successes and leadership at several leading brokerages, which helped fueled their growth, positioned Jason for this transition to Lockton.

Key Points: 
  • His previous client successes and leadership at several leading brokerages, which helped fueled their growth, positioned Jason for this transition to Lockton.
  • Del Grande received a bachelor's degree in business administration from University of Southern California (USC) where he recently served on the board of the USC Marshall Alumni Association .
  • For 11 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance."
  • In 2019, Lockton was named a top 50 company to work for in London by Best Companies.

Lockton Companies Announces Pradip Ghosh as President of Lockton Capital Markets

Tuesday, September 1, 2020 - 2:17pm

KANSAS CITY, Mo., Sept. 1, 2020 /PRNewswire/ --Lockton Companies is pleased to announce the appointment of Pradip Ghosh as President of Lockton Capital Markets ("LCM"), effective September 1, 2020.

Key Points: 
  • KANSAS CITY, Mo., Sept. 1, 2020 /PRNewswire/ --Lockton Companies is pleased to announce the appointment of Pradip Ghosh as President of Lockton Capital Markets ("LCM"), effective September 1, 2020.
  • Ghosh has also worked at Barclays Capital and Lehman Brothers, where he originated, structured and executed both public and private capital markets transactions with insurance companies, commercial banks and pension funds.
  • "I am excited to join Lockton Capital Markets and assist in building the preeminent provider of bespoke solutions operating at the intersection of the insurance and asset management industries," said Ghosh.
  • Lockton Capital Markets is a global investment bank that serves as trusted advisor to the insurance and alternative asset management industries, delivering innovative, high impact capital solutions for our clients.

Lockton announces Troy Cook as Chief Financial Officer

Monday, August 31, 2020 - 5:57pm

KANSAS CITY, Mo., Aug. 31, 2020 /PRNewswire/ -- Lockton is pleased to announce the appointment of Troy Cook as Chief Financial Officer.

Key Points: 
  • KANSAS CITY, Mo., Aug. 31, 2020 /PRNewswire/ -- Lockton is pleased to announce the appointment of Troy Cook as Chief Financial Officer.
  • "As we continue to build Lockton's foundation for significant growth and expansion, I am excited to welcome Troy to Lockton's leadership team," said Lockton.
  • In addition to his financial skill set, Troy is an outstanding strategic operations executive as he exhibited as an independent Lockton board member since 2018.
  • Most recently, Cook served for over 20 years as Executive Vice President and Chief Financial Officer at NPC Internationalbefore retiring in 2018.