ERISA Compliance for Group Insurance Tech Session Webinar
To provide finance leaders with an awareness of compliance issues related to group insurance
August 28, 2024
Live Webcast
NASBA 1
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Instructor
Joe
Sellitto
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Mr. Joe Sellitto
Bio
Joseph R. Sellitto is a Senior Vice-President of Bradley & Parker’s employee benefits division, where he leads the firm’s Employee Benefits Practice. Mr. Sellitto specializes in helping C-Suite Executives uncover hidden revenues within their organizations and allocate them to other priorities. He prides himself on creating innovative strategies that challenge the conventional wisdom of the insurance industry. He aims to deliver significant savings and value to our clients, protecting them from significant financial harm in today’s challenging regulatory environment and litigious society. As a Compliance expert regarding the Affordable Care Act (ACA) and the ERISA document and disclosure requirements, Mr. Sellitto is well-versed in all benefit plan offerings. He provides valuable insights and support to ensure our clients remain compliant and avoid potential penalties or legal issues. Before joining Bradley & Parker in 2013, Mr. Sellitto was President of Pension & Wealth Consultants, LLC, with over 30 years of industry experience. As Bradley & Parker does, he believes deeply in being involved in his community and trying to improve people’s lives. He is a Past President and Melvin Jones Fellow of the Mineola Lions Club.
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Instructor
Keith
Zuckerman
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Mr. Keith Zuckerman
Bio
Keith Zuckerman is a Senior Vice-President of Bradley & Parker’s employee benefits division, where he is an integral part of the firm’s Employee Benefit Practice. Mr. Zuckerman has been one of the top producing employee benefits professionals in the country for the past 25 years. Previously he grew an employee benefits agency from 50 million a year in sales to almost 3 billion in sales, 100% organically. Keith is known as a technical expert in the employee benefits field and sits on many carriers’ advisory boards. He is consulted on and has had a hand in many new product developments that are sold today and has helped many carriers develop and improve their service delivery models and is considered an innovator in the industry. Keith speaks frequently on the Affordable Care Act and on Erisa Benefits compliance and is an expert in these critical areas of compliance for Employer clients. He is a Lifetime Soaring Eagle Qualifier of the Leading producers Round Table of the National Association of Health Underwriters, the leading association in the industry and this is the highest honor for production in our industry. Keith is known for his passionate work ethic and commitment to improving his client’s overall healthcare experience.
To provide finance leaders with an awareness of compliance issues related to group insurance;
Learning Objectives
Upon completion of this course, you'll be able to: