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United Benefit Advisors Concludes National Member Meeting, Welcomes 19 New Member Firms

    
INDIANAPOLIS and CHICAGO, June 9, 2004 -- United Benefit Advisors (UBA), (http://benefits.com), an alliance of the nation's premier independent benefit advisory firms, introduced 19 new member firms, an array of new resources, and expanded strategic alliances at its recently concluded member meeting in Chicago. The meeting included presentations and break-out sessions led by experts on a variety of topics designed to help UBA member firms enhance their employer service capabilities.

"What UBA is, and what it represents for our firm, is the most significant, comprehensive, and differentiated platform that I have seen in my career, period," said Rob Nielsen, Executive Vice President, Dann Insurance. "UBA provides us access to the best entrepreneurial and professional minds with the tools, resources, and support to really make a difference for our clients."

UBA also unveiled BenefitsPassport(SM), an online "gateway to employee benefits," which will serve as an entry point for the group's employer/employee-based technology tools such as the Employee Benefit Center(SM), an employee communication tool, HRinsider(SM), a customized HR news & information portal, and benefitsCONNECT(SM), an online enrollment system. UBA also announced a new version of its Wisdom Network(SM), a private Intranet site for its member firms.

Joining approximately 275 participants at its Chicago meeting were representatives from: benefitsCONNECT(SM), Benefits Technology Group, ERC Healthcare, Express Scripts, GE Financial Employer Services Group, Lumenos, Moss Adams Advisory Services, SAFECO Risk Management Services, Sun Life Financial Services, Systemed, and The Guardian Life Insurance Company of America.

"I am very impressed with the United Benefits Advisors organization and our team is very excited about our relationship," said Jeff Argotsinger, GE ERC Second Vice President and Medical Expense Group Leader. "We came away from the Chicago meeting energized and committed to helping deliver the solutions UBA members demand, and we look forward to creating new opportunities, programs and services to help our common clients."

Membership in UBA is limited to 150 of the nation's top independent employee benefit firms. To date, 99 firms have met UBA's stringent financial and professional credentialing membership requirements. UBA currently ranks as one of the nation's largest employee benefits organizations, with annual employee benefit revenues exceeding $225 million.

Welcomed as UBA's newest member firms were:

  • Bryant Group Inc., St Louis, MO
  • Capital Strategies Group Inc., Birmingham, AL
  • Commonwealth Financial Group, Dillsburg, PA
  • Dann Insurance, Bannockburn, IL
  • Davidson Benefits Planning, LLC, Tualatin, OR
  • Insurance & Actuarial Consultants LLC, Shreveport, LA
  • Insurance Associates Employee Benefit Company, Lubbock, TX
  • Insurance Solutions Inc., Annapolis, MD
  • Maniaci Insurance Services, Inc., Palos Verdes, CA
  • Pappas Financial, Farmington Hills, MI
  • Peyton, Kaiser, Johnson, Merriam, LLC, Memphis, TN
  • RAM Benefits, Minnetonka, MN
  • Saginaw Bay Underwriters, Saginaw, MI
  • Selectpath Benefits & Financial, Inc., London, ON
  • The LBL Group, Los Alamitos, CA
  • Todd Associates, Cleveland, OH
  • Upshaw Insurance Agency, Amarillo, TX
  • Wall Street Capitol Benefits, Inc., Charlotte, NC
  • Xcorp, Tulsa, OK

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