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Press Release

John Unick joins Bolton & Company

MARCH 2014: John Unick has joined Bolton & Company as Executive Vice President, Managing Director, Equine and Special Risk Division.

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Ken Turknette Installed as President of IIABCal

FEBRUARY 2014: Executive Vice President Ken Turknette, ARM was installed as President of IIABCal at their Annual Meeting & Installation Luncheon on February 5, 2014, in Pasadena, CA...

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Matt Paletz joins Bolton & Company

JANUARY 2014: Matt Paletz has joined Bolton & Company as Assistant Vice President in the Employee Benefits division.

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R.C. Schrader joins Bolton & Company

JANUARY 2014: R.C. Schrader has joined Bolton & Company as Vice President, Managing Director, Latino Practice Group.

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Industry News

The Bolton Perspective, April 2014 - April 2014 edition of the Bolton Perspective newsletter

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Esther Ceballos & Jeannie DeLaura host "How to Be a Smarter Nonprofit" event - Esther Ceballos & Jeannie DeLaura hosted an in-house event on March 19, 2014, on How to Be a Smarter Nonprofit. Speakers included Esther Ceballos, Anne Freiermuth from FMJ, LLP, and Heath Goldman from ICON Wealth. Pictured are Kevin Mathews & Anne Freiermuth, Partners, from FMJ, LLP, and Jeannie DeLaura.

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Bolton Benefits Team presents at HR Star - Leslie Pearce, Ryan Fridborg, Jacqueline Roth, Andrew Agress, Paul Palkovic and Matt Paletz presented to a standing-room only crowd at the HR Star Conference in Los Angeles on March 19, 2014.

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Bill Lewis Attends Innovation Mixer in Pasadena 3/16/14 - Bill Lewis attended Innovate Pasadena's CONNECT Weekend, hosted by TechSparks, March 13-16, 2014. Pictured is Bill (on right) with Tod Cole, VP of Operations of X1 Discovery at the Innovation Mixer, co-sponsored by John Aaroe Group.

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Upcoming Events

Bolton Events
BAN Webinar: Audit Preparation - Part Two - Retirement Plans May 21, 2014 — Presented by our partner, Benefit Advisors Network. This is Part II of our DOL Audit webinar, during which we discuss what is likely to be covered in an audit of retirement plans & what you can do to prepare. REGISTRATION REQUIRED, TBD.

Nonprofits Seminar: Health Care Reform & Financing Growth June 12, 2014 — Nonprofits Seminar: Health Care Reform Update & Financing Growth, Location: TBD, REGISTRATION REQUIRED, TBD

BAN Webinar: New ACA Rules Governing Wellness Programs June 18, 2014 — Presented by our partner, Benefit Advisors Network. This webinar reviews the final regulations governing wellness programs & initiatives geared toward improving employee health. These final rules reflect the changes made by the Affordable Care Act to encourage appropriately designed, consumer-protective wellness programs in group health coverage. REGISTRATION REQUIRED, TBD.

BAN Webinar: Exchanges - Defined Contribution July 16, 2014 — Presented by our partner, Benefit Advisors Network. This webinar reviews the defined contribution, private exchange model & marketplace and how this new approach to benefits funded is a beneficial option to manage costs. REGISTRATION REQUIRED, TBD.

BAN Webinar: FMLA August 20, 2014 — Presented by our partner, Benefit Advisors Network. REGISTRATION REQUIRED, TBD.

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Who We Are

Bolton & Company is one of the nation's largest employee-owned insurance brokers, providing clients worldwide with insurance and risk management services, employee benefits and financial products.

For over 75 years, Bolton has been recognized for its professionalism, integrity and commitment to excellence in customer service and risk management. Read More »

Bolton Facts

  • Headquartered in Pasadena, CA
  • Established in 1931
  • Privately held, ESOP-Owned
  • Licensed in all states
  • 1,300+ clients
  • Insurance Journal - Top 100 Independent
  • Business Insurance - Top 100 Brokers
  • Best Practices Agency by the Independent
    Insurance Agents & Brokers of America (IIABA)

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At Bolton & Company, we understand the risk and time sensitivity inherent to businesses. As part of our continuing efforts to issue Certificates of Insurance promptly... Read More »

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