Wealth Protection and Transfer

You deserve the confidence that comes from technical knowledge and personalized attention. That's what we're built for.

Begin your journey to financial wellbeing today

The quality of wealth services you deserve depends on a blend of personalized guidance and deep technical insight. Whether you're following a straightforward financial plan or tackling more complex challenges, having an experienced team by your side can make all the difference.

Offering income protection solutions against unforeseen disability, ensuring that you can maintain your lifestyle and meet financial obligations.

Disability Insurance

Life Insurance

Specializing in the strategic use of life insurance for smoother wealth transfer, estate liquidity and tax optimization.

Long-Term Care Insurance

Providing coverage that can help lessen financial burdens, preserving both your wealth and quality of life.

Dive into our insights and explore how we can help you.

Get to know Alan

Alan Nerad, CPFA^®
Insurance Broker

Alan joined the firm in 2003. Alan works closely with his clients to develop, implement and monitor financial, retirement and health insurance strategies. After graduate school, Alan became a researcher and consultant with McGraw-Hill/London House, a leading firm specializing in employee selection, surveys and management, and executive assessment. He then went on to consult in the automotive industry. His primary focus was to provide insurance products, services, and training to the finance and insurance departments. Alan is a member of the board of the Lincolnshire Morningstar Rotary and serves on several committees. Alan currently serves as assistant scoutmaster as well as a member of the Troop Committee for Boy Scout Troop 78 in Lincolnshire.

Alan and his wife live in Lincolnshire, IL with their three children. Alan enjoys spending time with his family, golfing, reading and tackling as many home improvement projects as possible.

Connect with Alan

About Alera Group

Alera Group is an independent financial services firm offering comprehensive property and casualty insurance, employee benefits, wealth services and retirement plan solutions to clients nationwide. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success.