united benefit advisors membersunited benefit advisors members

Suite 110 Experienced and Well-Respected EHD Insurance Partners with United Individuals must complete all coursework and graduation requirements for the Master of Science degree. FDA advisors unanimously support approval of OTC birth control pill Matt was the former Vice President of Business Development at United Benefit Advisors (UBA) where he worked with the leadership of insurance agencies across the country as a strategic industry consultant. UnitedHealthcare Shared Services is a service model that gives plan sponsors access to the UnitedHealthcare network but allows them to self-administer plan benefits or have a third-party administrator (TPA) administer benefits on their behalf. With headquarters in the Washington, D.C. area, and offices throughout the U.S., AHT is an employee-owned, full-service insurance . Jim Capuano is associated with the Greater New Jersey Financial Group Office, One Tower Center 16th Floor, East Brunswick, NJ, 08816-1145, Managing Director: Susan Cooper, Phone: 732-565-7500. Suggestions may appear below after you type 3 letters. As a Vice President and the Director of Business Development, Matt is a critical part of Alera Groups continued growth. He is responsible for building and maintaining the compliance program, including updating and maintaining policies and procedures, assessing risk, and advising the firm on governance and regulatory matters. You have options when it comes to your financial future - no matter your life situation. Innovative. UBA empowers 2,000+ advisors to both maintain their individuality and pool their expertise, insight, and market presence to provide best-in-class services and . The Certified in Long-Term Care course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients. I'm Most Proud Of: Hearing from clients about how our team helped improve their life. Continuous focus on training and development helps keep our skills sharp and enables us to build interesting careers. During the initial conversation, well discuss your financial goals, needs and the personalized advice I provide if you decide to work with me. You can find more information under the Privacy Statement. Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA). I understand that I can withdraw my consent at any time. Peter Caine Executive Vice President, Operations. Wage and tax statements requirements for small - UnitedHealthcare You are free to change your cookies' settings in the privacy settings. Mark holds both a BBA and MBA from St. Johns University. The Chartered Advisor in Philanthropy (CAP) provides students with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. Education: Master of Legal Studies, Washington University in St. Louis School of Law; B.S. UBA news, Posted by: 19% are under age 30, 59% are age 30-50 and 22% are over age 50. Please use one of the browsers below or contact your IT department regarding approved options. Jenny Bures serves as Alera Groups Chief Operating Officer for its Wealth Services and Retirement Plan Services divisions. UBA is a nationwide network of benefit advisor firms with a depth of knowledge and measured results unmatched. The CASL credential provides advisors with in-depth training on issues impacting seniors and those planning for retirement. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.Ameriprise Financial Services, LLC. United Benefit Advisors Company Profile | Management and - Datanyze Ameriprise Financial cannot guarantee future financial results. Lang Financial Group Partners with United Benefit Advisors - PR Newswire The coursework provides candidates with advanced knowledge in asset management, allocation and selection, investment performance and strategies for retirees and small business owners, estate planning, income tax and benefits planning, and risk management and investment issues for high net worth clients. For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window. Kathy Seabold serves as Alera Groups Senior Vice President of Marketing, where she plays a critical role in supporting continued acquisitions and organic growth by forging collaborative partnerships with the sales organization, practice leadership and the many subject matter experts across the organization. My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business. To earn the Chartered Financial Consultant designation, advisors must complete experience and ethics requirements. That is designed to offer advisors growth in three areas: delivery of biblically wise financial advice, wisdom in practice management, and equipping in personal and spiritual growth. The Chartered Life Underwriter Designation is the highest level designation available in the life insurance profession, and is obtained by completing retirement planning course work that focuses on the financial planning needs of clients like you. Jim Capuano | Financial Professional Emeritus | Berlin, NJ | Prudential Brian Sweeny brings over 20 years of experience to the Alera Group team. A Certified Divorce Financial Analyst is a member of the Institute for Divorce Financial Analysts who specializes in the financial issues surrounding divorce. United Benefit Advisors (UBA) is the nation's leading independent employee benefits advisory organization with more than 200 offices throughout the United States, Canada, England and Ireland. New Partner Firm, He has a MSIR in Industrial Relations from Loyola University Chicago and a Ph.D. in Organization Development from Benedictine University. Bill Olson All are Prudential Financial companies located in Newark, NJ and each is solely responsible for its own contractual financial obligations. Do you have other connections who may benefit from working with me? Groups of one subscriber to provide quarterly wage and tax statements. Prior to joining Alera, Eric was an investment banking Associate at Robert W. Baird in the Technology & Business Services Group. Steps to getting contracted plus plan information, Phone numbers and links for connecting with us, List of contracted, high-quality independent lab providers, Update, verify and attest to your practice's demographic data, Provider search for doctors, clinics and facilities, plus dental and behavioral health, Policies for most plan types, plus protocols, guidelines and credentialing information, Specifically for Commercial and Medicare Advantage (MA) products, Pharmacy resources, tools, and references, Updates and getting started with our range of tools and programs, Reports and programs for operational efficiency and member support, Resources and support to prepare for and deliver care by telehealth, Tools, references and guides for supporting your practice, Log in for our suite of tools to assist you in caring for your patients. Availability varies by carrier and state. Danielle Capilla Vice President of Compliance, Employee Benefits. , NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT BANK, CREDIT UNION OR SAVINGS & LOAN GUARANTEED VARIABLE PRODUCTS MAY LOSE VALUE. Ensure youre protected with life, auto, home, long-term care and disability insurance. He works closely with firms across the nation to enhance client experiences, build out new capabilities and coordinate services and resources between firms. The key is to think about your future needs and select the insurance solutions with the features you want. The Prudential Insurance Company of America, Newark, NJ and Pruco are Prudential Financial companies. United Benefits Advisors About Us - UBA Florida Most recently, Robert served as executive vice president on the Mergers & Acquisitions team for Marsh, Berry & Co., Inc. News | United Benefit Advisors | UBA Partner Firms Bill Doucette Vice President of Organization Development. In this role, she helps to shape Alera Groups national total rewards strategy, including benefits, compensation and recognition programs. Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. APMA Accredited Portfolio Management Advisor. Investment Advisory Services offered through Alera Investment Advisors, LLC. At Ameriprise Financial, were committed to protecting your privacy and online security. Individuals who hold the Master Planner Advanced Studies designation have earned a Master of Science degree with a major in personal financial planning. Prudential is an Employer that participates in E-Verify. Group, one of Georgia's largest privately held employee benefits firms, is pleased to announce it has joined United Benefit Advisors (UBA), a Member-owned alliance of more than. corporate entities and important disclosures | Forbes Advisor - Smart Financial Decisions Made Simple Additionally, she served as an Adjunct Professor at DePaul University. Consumers should consult with their tax advisor or attorney regarding their specific situation. costs and still provide options that will attract and retain the best workforce. UBA Partners join together in a network of information-sharing, allowing them to tap into the experiences of more than 2,000 benefit professionals. Brian is a CPA in the state of Illinois. Chartered Retirement Plans Specialists have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Beginning on Aug. 1, 2023, groups of one subscriber will be required to provide a copy of 4 quarterly wage and tax statements from the preceding calendar year, in addition to the most recent quarterly wage and tax statement filed with their state. About M&A Transaction Services Case Studies Social Media Individual Coverage Your People Always Close By The Benefit Company is a Charter Partner of United Benefit Advisors (UBA). If you have previously chosen to opt out of email marketing messages from Ameriprise Financial, you wont receive these newsletters. United Benefit Advisors consists of over: 130 top independent employee benefit firms 200 offices throughout the US, Canada, England and Ireland 2,000 advisors to provide best-in-class service. Robert earned his Bachelor of Science degree in Accounting, Mathematics, and Computer Science from Shippensburg University. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. This means you can treat members with UnitedHealthcare Shared Services because they have access to our network. Member UBA Partner Firms, Securities products and services are offered through Pruco Securities, LLC, (PRUCO) (member, Life insurance and annuities are issued by The Prudential Insurance Company of America, Pruco Life Insurance Company (except in NY and/or NJ) and Pruco Life Insurance Company of New Jersey (in NY and/or NJ). United Benefit Advisors (UBA ) is a unique community of more than 140 of the most successful and most trusted independent employee benefits advisory firms in North America and Europe. For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window. Martinez holds a Masters in Public Administration from Roosevelt University and Bachelor of Arts from Chicago State University. 19% are under age 30, 59% are age 30-50 and 22% are over . A diverse range of solutions can help you in key areas of your financial life. UBA Partner Firms, By gaining knowledge and resources from their colleagues across the country, UBA Partners can find sophisticated, cost-effective solutions that are equal or better than those from large brokerage firms while continuing to offer the personal service that an independent advisor can deliver. UBA empowers more than 2,000 Partners to both maintain their individuality and pool their expertise, insight, and market presence to provide best-in . FINRA and SIPC. Tinas previous experience includes serving as Vice President, Carrier Partner Managment for Alera Group. Connecting people for a better world starts with us. Alera Group, Inc. and Alera Investment Advisors, LLC are not affiliated with Triad Advisors, LLC. AAMS Accredited Asset Management Specialist. Brian graduated from the University of Maryland College Park with a Bachelors degree in Finance, General. Her expertise lies in aligning HR processes and programs with ongoing business goals, along with developing effective recruiting, development and retention programs. She works with firms across the country to strengthen the Alera Group value proposition through unparalleled benefits resources and strategy. I consent to Alera Group, its subsidiaries, and its service providers, processing my personal information for these purposes and as described in the Privacy Notice. If youre not already an Ameriprise client, take the next step toward a more confident financial future by setting up a complimentary initial consultation. independent employee benefits advisors, At Baird, Eric provided analytical support and insight on mergers and acquisitions, equity offerings and other financial advisory services. Member FINRA and SIPC. 2005-2023 Ameriprise Financial, Inc. All rights reserved. Neither Prudential Financial, Inc. nor Assurance IQ offers, underwrites, or administers health plans or health insurance policies. Prior to joining Alera Group, Peter served as the Chief Operating Officer of Lockton Midwest, where he was responsible for the overall business and performance of their property and casualty, employee benefits and retirement brokerage/consulting firms. The A.I. Group Joins United Benefit Advisors, Enhances Employer - Patch Brian Caracciolo is the Chief Financial Officer of Alera Group. A certification indicating expertise and commitment to fixed-rate and variable annuities. United Benefit Advisors (UBA) is the nation's leading independent employee benefits advisory organization with more than 200 offices throughout the United States, Canada, England and Ireland. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Their mission is to help their clients stay competitive, compliant, and in command of their employee benefits and human resource programs. Together, you can talk through important questions like: Whether you need to continue saving, cover significant expenses or plan for wealth transfer, talk with your Ameriprise advisor for advice on how life insurance may fit into your financial picture before and during your retirement. Working with a UBA Member Firm can deliver ideas, expertise and best-in-class solutions that positively impact employers and make a real difference in the lives of their employees and families. Copying, editing, modifying, distributing, sharing, linking or any other use (whether for commercial purposes or otherwise) of this material, other than personal viewing, without UBS's prior written permission is strictly prohibited. Let's meet to discuss what's most important to you. William Corrigan Chief Operating Officer. UBA Partner Firms, Sample member ID card for illustration only; actual information varies depending on payer, plan and other requirements. Check the background of this investment professional on FINRAs BrokerCheck. Oxford began this requirement beginning April 1, 2022, for new business and July 1, 2022, for groups receiving an eligibility verification audit. Thank you for your interest in my newsletters. Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. Powerful Results. Adam has over 15 years of experience in the financial services industry. She maintains and strengthens existing carrier relationships, as well as identifying new strategic partnerships that will benefit Alera Groups clients across the country. In her role as vice president, Whitney Floyd leads sales operations and development teams across Alera Groups locations to improve sales infrastructure and enhance sales processes based on proven strategies and tactics. Prudential, the Prudential logo, and the Rock Symbol are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide. you have access to the nation's definitive employee benefits benchmarking assessment to analyze plan cost, funding methods, enrollment, plan design, coverage features, wellness, . Advisors who hold this designation have advanced knowledge of mutual funds, having passed an examination covering the following areas: dollar-cost averaging, risk management, asset allocation and modern portfolio theory. Have you previously opted out of email marketing messages? A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis. By submitting this form, I agree I want to receive additional information from Alera Group, including by email, phone, and mail to the contact information I am submitting. Prudential and its representatives do not give legal or tax advice. An advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. That threaten their success: economic stress, rising benefit costs and health care reform, to name a few. United Benefit Advisors CEO, Founder, Key Executive Team, Board of Directors & Employees CFP certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning. Mark brings over 25 years of insurance industry and related experience to Alera Group, most recently as Managing Director at USI Insurance Services. Alan earned his Bachelor of Science degree in Business Administration from the University of Northern Colorado and has since earned several industry designations, including Certified Financial Planner professional, Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). A Certified Fund Specialist has completed advanced studies in mutual funds, including modern portfolio theory to help them understand how to analyze and construct efficient portfolios containing mutual funds and other investment vehicles. Terence L. Horan, Posted by: Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFPcertification mark, the CERTIFIED FINANCIAL PLANNERcertification mark, and the CFPcertification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. Global. This infographic shows that we have 74,022 employees by headcount. Chief Operating Officer, Wealth Services & Retirement Plan Services, Vice President of Compliance, Employee Benefits, Vice President of Organization Development, Executive Vice President, Property & Casualty, and the Property & Casualty Practice Leader for Alera Group. With members in more than 40 states UBA is among the largest employee benefits advisory organizations. As a founding member of the World Economic Forums Good Work Framework, were partnering with like-minded companies on metrics that support high-quality work worldwide. He was responsible for the financial results of Marshs $3B business outside of North America. We are a Member of United Benefit Advisors, the nations leading independent employee benefits advisory organization. Agile. Bill graduated with a BSBA in Business Administration Human Resources from the University of Missouri-Columbia. Those four words describe our workforce, but theres much more to who we are. The Prudential Insurance Company of America, Newark, NJ and Pruco are Prudential Financial companies. By completing coursework focused on key retirement issues such as asset management and estate planning, a Chartered Retirement Planning Counselor is trained to help clients assess retirement preparedness and confidently address their pre- and post-retirement financial needs. Certified Estate Planners are proud to lead the way in the education and support of financial, legal and tax professionals who desire to take their practice into the comprehensive and demanding field of Estate Planning. Robert graduated with an Associates degree from Harper College, and a degree in Information Technology from Northern Illinois University. ADPA Accredited Domestic Partnership Advisor. independent employee benefits advisors, Posted by: Jim Capuano is associated with the Greater New Jersey Financial Group Office, One Tower Center 16th Floor, East Brunswick, NJ, 08816-1145, Managing Director: Susan Cooper, Phone: 732-565-7500. William earned his Bachelor of Arts degree in Business Administration from Caledonian University located in Glasgow. Sign in to access UnitedHealthcares quoting tool, benefit summaries, commission statements and more. Investments, Life Insurance, Retirement, Planning, Life Insurance, Retirement, Investments-old, Partnering with Association and Affinity Groups, 163 Hearthstone Drive, Po Box 88, Berlin, New Jersey, 08009-3422, Pruco Securities Form CRS (Prudential Advisors), Check the background of this firm on FINRA's BrokerCheck. In this role, Sally focuses on the continued development of Alera Groups employee benefits practice, including platform expansion and resource coordination. UBA Collaboration | Shared Wisdom. Since 2002, UBA Member Firms have combined their . All data was calculated as of 31 December 2022 on a headcount basis of 74,022 internal employees only (72,597 FTE). Everyone's different, so listening to you and discussing your hopes and dreams allows us to focus on what's important. She will also provide strategic direction on sales talent engagement, recruitment and retention. Alan has been published in many industry journals on topics ranging from management issues to retirement planning and has been called on to serve on advisory boards for several financial services product providers. EEO IS THE LAW. Medical: A living benefits rider can enable you to advance part of the policy benefit to pay for expenses if you are diagnosed with a life-threatening illness. With members in more than 40 states UBA is among the largest employee benefits advisory organizations. Valerie Bogdan-Powers, As an employer of choice, its our job to build and sustain an innovative and inclusive workplace that brings out the best in our employees, wherever they are on their career journey. UBA Partners join together in a network of information-sharing, allowing them to tap into the experiences of more than 2,000 benefit professionals. Mollica graduated with a Bachelor of Science degree in Management, Operations and Strategic Management from Boston College. REBC Registered Employee Benefit Consultant. United Benefit Advisors (UBA) is the nation's leading independent employee benefits advisory organization with more than 200 offices throughout the United States, Canada, England, and Ireland . Jim Blue is the President of Alera Group. Jeff is a graduate of Minnesota State University Moorhead, where he earned a bachelors degree in American studies/mass communications. This infographic shows that we have 74,022 employees by headcount. Paradigm Group, BIS Benefits Partners with United Benefit Advisors, United Benefit Advisors Welcomes New Partner Firm Dohrmann Insurance, United Benefit Advisors Celebrates Its 15th Anniversary, HORAN Creates New Executive Leadership Positions to Support Rapid Growth and Expansion, United Benefit Advisors Welcomes Paradigm Group as its Newest Partner Firm, Don't Roll the Dice on Department of Labor Audits, Johnson & Dugan Insurance Services Corporation, National Association of Health Underwriters, U.S. Centers for Disease Control and Prevention, UBA Partner Firm Staff Member of the Year, Women's Business Enterprise National Council. Floyd holds a Bachelors in political science from the University of Florida. During that time, he was a winner of the 2016 Executive Management Awards by Baltimore SmartCEO. Max 250 characters. By completing coursework focused on key retirement issues such as income gaps, taxation, asset management, and estate planning, a Retirement Income Certified Professional is trained to help clients assess retirement preparedness and confidently address their income needs throughout retirement. Debra Martinez serves as the Chief HR Officer of Alera Group. For people 65+ or those under 65 who qualify due to a disability or special situation, For people who qualify for both Medicaid and Medicare, Individual & family plans short term, dental & more, Individual & family plans - Marketplace (ACA), Brokers and consultants for employer-sponsored plans, Wage and tax statements requirements for small groups beginning Aug. 1, 2023, Individual & Family ACA Marketplace plans. Securities products and services are offered through Pruco Securities, LLC, (PRUCO) (member SIPC). UBA - BenePro CIMA Certified Investment Management Analyst. RICP Retirement Income Certified Professional. 2023 Prudential Financial, Inc. and its related entities, Prudential, the Prudential logo, the Rock symbol, Prudential LINK and LINK by Prudential are service marks of Prudential Financial and its related entities, registered in many jurisdictions worldwide. All rights reserved. Before that, she was the Head of Employee Benefits Business at Marsh & McLennan Agency. United Benefit Advisors Launches New Compliance Solutions Program - PRWeb