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Life Health > Running Your Business

California Benefits Firm Announces Deal

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Sitzmann Morris & Lavis Inc. has bought Benefits Advisory Group Inc. from Judy Brooks.

Sitzmann Morris, Oakland, Calif., plans to keep Brooks, the chief executive of Benefits Advisory, San Ramon, Calif., on its staff, Sitzmann Morris says.

Sitzmann Morris now works with about 800 group insurance clients and about 3,000 individual life clients, and it is helping those clients manage about $2 billion in coverage, the firm reports.


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