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Bill Olson

Senior VP, Operations at United Benefit Advisors

Recent Posts

Your Voice on Capitol Hill Is Vital to Your Business

Posted by Bill Olson

Feb 10, 2020

The future of health care policy is already a highly debated topic this year, and with all the noise on Capitol Hill, it is more important than ever before to have your voice heard.

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Topics: NAHU

UBA Partnership News

Posted by Bill Olson

Dec 30, 2019

UBA bids farewell to two Partner Firms – Insurance Management Group (IMG) in South Carolina, and Hierl Insurance in Wisconsin.

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Topics: UBA Partners

UBA Partnership News

Posted by Bill Olson

Mar 18, 2019

UBA is pleased to welcome four outstanding employee benefits advisory firms that have recently become Partners. We continue to highlight our newest Firms and hope you'll extend a warm welcome. Featured in this issue of ThoughtWaves are Axial Benefits Group, JHC Benefits, PSA Insurance & Financial Services, and TriBridge Partners.

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Topics: UBA Partners

UBA Partnership News and Additions

Posted by Bill Olson

Feb 12, 2019

UBA is pleased to welcome four outstanding employee benefits advisory firms that have recently become Partners. We continue to highlight our newest Firms and hope you'll extend a warm welcome. Featured in this issue of ThoughtWaves are Andres O'Neil & Lowe, Bernard Health, Dillon Health, and J.S. Edwards & Sherlock Insurance.

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Topics: UBA Partners

UBA Staff and Service Enhancements

Posted by Bill Olson

Dec 11, 2018

We are please to announce two staffing changes that will enhance our IT and marketing services to better serve our Partners. Matt Mochel joined our team to fill a newly created position as Director, Business Analytics. Matt will also assume the responsibilities previously performed by Robert Black. Daniel LeCour joined the team as the new Director, Information Technology, and will serve a dual role supporting marketing and assume the responsibilities previously performed by Matt Milligan.

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Topics: UBA staff

Matt Mochel Joins the UBA Staff as Director of Business Analytics

Posted by Bill Olson

Nov 14, 2018

We are excited to announce that Matt Mochel has joined our team to fill a newly created position as Director of  Business Analytics. Matt’s primary responsibility will be to oversee the UBA Health Plan Survey and work closely with Partner Firms providing insight into data and reports for their clients.

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Topics: UBA staff

UBA Is Growing!

Posted by Bill Olson

Sep 11, 2018

Due to phenomenal Partner referrals and support, UBA has added 14 new Partner Firms year-to-date – with 7 new Firms coming on board within the last couple of weeks, and several more in the pipeline.

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Topics: Partner development

UBA Spring Conference Top 10 Take-Aways

Posted by Bill Olson

May 23, 2018

The UBA 2018 Spring Conference brought together benefits professionals from across the nation to share and network with their peers. There was no shortage of events to attend or information to learn only a lack of time to take in all the valuable insights and success stories. Many of the attendees couldn't get enough and asked for more PowerPaks, extra time to discuss compliance issues, more networking and deeper discussions around trending topics such as prospecting, renewals, marketing, account management, and health plan benchmarking. Presentations and videos of many of the sessions and discussions can be viewed on the UBA Spring Conference recap page on the Wisdom Network.

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Topics: UBA Conferences

Sage Benefit Advisors Embraces UBA

Posted by Bill Olson

Jan 22, 2018

New UBA Partner Firm Sage Benefit Advisors recently hosted an onboarding event with UBA staff John Behn, Senior VP of Partner Relations, and Dan Jordan, Director of Partner Development. With more than five decades of combined experience in the insurance industry, Sage Benefit Advisors is an excellent addition to UBA.

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Thank You from Kyle LoCasio

Posted by Bill Olson

Dec 26, 2017

Kyle LoCasio, David LoCasio's widow, sends thanks to all of the UBA Partners who shared memories and stories about David.

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BenefitsPro Broker Expo - UBA Special Discount

Posted by Bill Olson

Dec 26, 2017

BenefitsPro is offering UBA Partners a special early-bird rate to attended the premier educational and networking event for employee benefits brokers and agents.

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Topics: BenefitsPro

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