STRATEGIC ALLIANCES
A COLLABORATIVE APPROACH
Managing and protecting your financial world often requires a team of experts working together to support your best interests. At Blue Cedar, we offer the highly personalized service of a boutique firm along with the strength and support of a Fortune 500 company with extensive resources. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, or we can connect you with top-tier professionals from our own network.
Some of our alliances are...
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Nazih Yehya works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
Through Eagle Strategies, Nazih Yehya provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser“ and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
Nazih Yehya and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.
Through Blue Cedar Financial and Insurance Solutions relationship with American Funds, they are able to provide expansive investment options to their clients. American Funds has been providing industry leading offerings since 1931 and is currently one of the world's largest investment management organizations.
Ash Brokerage is an unaffiliated privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.
BenefitMall is a national general agency that helps you to manage your entire book of business, to include quoting, sales presentation, and census management, online digital enrollment, and implementation along with benefits administration to include customer service needs, as well as renewal guidance. BenefitMall partners with more than 150 carriers nationally in both the small group and large group realm, offering plans for medical, dental, vision, voluntary as well as worksite products. Additional divisions include ASD (account services department) as well as our PEO division representing over 17 national PEO's. We partner with our agents so they can be confident in providing the perfect portfolio for their clients.
Dickerson Insurance Services, An Alera Group Company, is a General Agency that specializes in Small Group, Large Group, Medical, Dental, Vision, Account Management, Individual, Medicare, HR Services, and more! Dickerson works with all major medical carriers and can assist every step of the way, including underwriting, customer service, enrollment, renewals, and compliance! Dickerson creates customized solutions based on your client's needs. They can support you, so you can spend more time with your clients.
Paycor helps leaders develop their people and build winning teams. Paycor’s human capital management (HCM) software gets employers out of the weeds, their focus on talent development helps you build a great place to work and their tailored industry solutions give you a competitive advantage.
Insure what matters. Invest when you’re ready. Retire on your terms. These are the key tenants that drive Principal’s corporate mission. We at Blue Cedar Financial partner with Principal to help our business owner clients offer the best benefit package for their specific business.