How I can help you

Certified Employee Benefit Specialist - ability to provide companies with health and welfare benefits in key underwriting and compliance issues; i.e. 1. what they need to know regarding the ACA, 2. how to structure plans using HSA/HRA to lower risk level and increase tax efficiency, 3. how insurance carriers underwrite, 4. evaluate PEO services, 5. DOL compliance and the importance of SPD & Wrap Docs. (25 plus years experience)

(My expertise is Health & Welfare, not retirement plans.)


 

Areas of Expertise
  • Human Resources & Internal Communications
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Financial Services and Insurance

Education

Purdue University


Communication Methods

  • In Person