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.
We also wish to bid farewell to two UBA Partner Firms that have chosen to pursue an alternative course for their organization, requiring their firms to discontinue their partnership with UBA.
Andres O'Neil & Lowe
Andres O'Neil & Lowe is recognized as a leader in the independent agency system throughout Ohio, with headquarters in Bryan, and offices in Wauseon and Archbold. The firm proudly offers customized levels of support that meet their clients' needs and budget—from training to complete benefits administration. Beth Pool, Managing Partner of Andres O'Neil & Lowe said, "We look forward to sharing best practices we employ to obtain and retain new clients. We're also excited to actively utilize and participate within the UBA Health Plan Survey." To learn more about Andres O'Neil & Lowe, visit www.andresoneilandlowe.com.
Bernard Health
Bernard Health is a fast-growing benefits brokerage and HR software company based in Nashville, Tennessee. The company provides expert advice about health insurance to individuals and employers, and licenses its proprietary HR and benefits administration platform, BerniePortal, to brokers around the country. Bernard's Benefits Practice Leader Brian Tolbert said, "We believe partnership in UBA will increase the resources we bring our clients as they continue to evaluate ways to bend the cost curve of healthcare in their favor." To learn more about Bernard Health, visit www.bernardhealth.com.
Dillon Health
Dillon Health, headquartered in Nevada, has offices in California and is licensed in all 50 states and the District of Columbia. Mike Dillon, Dillon Health CEO and Principal, said "Dillon Health brings to UBA a unique expertise in Association Health Plans (AHPs). We are excited to share knowledge and collaborate with other UBA Firms. Dillon Health's Exclusive Association Health, Accident & Disability Programs provide small employers large group benefits for lower premiums. The endorsements of seven trade organizations mean they can leverage the best pricing and service for clients from carriers in all areas of insurance. To learn more about Dillon Health, visit www.dillonhealth.com.
J.S. Edwards & Sherlock Insurance
J.S. Edwards & Sherlock Insurance, headquartered in Beaumont and with an office in Houston, enjoys a century-plus heritage of proudly servicing southeast Texas. J.S. Edwards & Sherlock offers everything from commercial insurance and personal lines coverage to workers' compensation plans and life, health, and employee benefits. Craig Sherlock, Partner at J.S. Edwards & Sherlock said, "We believe J.S. Edwards & Sherlock is a perfect fit to United Benefit Advisors since our agency is built upon a tradition of integrity, industry leadership, and excellence. To learn more about J.S. Edwards & Sherlock, visit www.edwardsandsherlock.com.
Two Partner Firms Depart UBA
Effective January 31, 2019, Whipple & Company, Inc., located in Boca Raton, Florida, joined Alera Group. As of January 29, 2019, Executive Planning Group, P.A., located in Jackson, Mississippi, was acquired by HUB International. UBA will miss the contributions from these firms and their staff, and we are fortunate to have been a part of their growth. We wish all these Partners continued success and congratulate them on their accomplishments.
