Podcasts

  • Want to move from simply selling insurance to becoming a trusted adviser? Then you better learn the language of executives.

    April 3
    Meeting
  • Employers are hiring and promoting executives in the insurance, digital health and advising industries.

    April 3
    OTM.4.2.19.jpg
  • Robert Sullivan is a partner in Alston & Bird's finance group, and is based in Charlotte, N.C.

    April 2
    Robert Sullivan
  • The legislation gives tax credits to small employers automatically enrolling workers and makes it easier for companies to partner to offer joint plans.

    April 2
    401k importance 3.29.19.png
  • Using data can help create a more personalized benefits program that employees will actually use.

    April 2
  • Angie Villamaria is the director of solution consulting for Welltok, where she works with clients to understand their objectives and align solutions that optimize consumer health by connecting them to the right programs and resources in a personalized way. Angie has over 25 years of experience working in the public health, benefits, employee wellbeing, health plan design and healthcare delivery sectors.

    April 2
    angie-v (1).jpeg
  • There are still several moves that clients can make to reduce their 2018 tax bill.

    April 2
    Implementation of videoconferencing is intended to serve taxpayers virtually via computers or mobile devices, explains Donna Hansberry, chief of IRS appeals.
  • Some clients assume this generation doesn’t invest in benefits like 401(k)s, but the reality is much more complicated.

    April 2
    Colleen Blake
    GuideSpark
  • Ines Polonius is CEO of Communities Unlimited Inc., a CDFI and not-for-profit organization driving community economic development through the building of entrepreneurial ecosystems, direct assistance and capital to micro-enterprises, small businesses and infrastructure improvements in persistently poor rural places across Arkansas, Texas, Oklahoma, Louisiana, Mississippi, Alabama and Tennessee. In 1998, Polonius founded alt.Consulting and became its executive director in 2003.alt.Consulting was dedicated to starting, growing, transitioning and turning around micro-enterprises and small businesses in the Arkansas Delta until a successful merger with Community Resource Group in 2014 formed Communities Unlimited Inc.

    April 2
    polonius-ines.jpg
  • Chrystel Cornelius is the executive director of First Nations Oweesta Corp., a National Native CDFI intermediary lender servicing the Native CDFI industry for the last 20 years. Cornelius has over 20 years’ experience working in Native and rural communities focusing on capitalization structures and community development projects.

    April 2
    cornelius-chrystel.jpg