Proactivity and Preparation: The Current Insurance Report, Issue 2

The Current Insurance Report featuring top industry thought leadership is now available. | Corporate Synergies

We’re pleased to release the second issue of our new The Current Insurance Report. For its tenth year, we’ve redesigned The Current and switched to a more focused and frequent publication schedule. This offers answers to the employee benefits questions most impacting employers right now.

This issue focuses on the persistent problem of uncertainty, one of the biggest challenges facing organizations and those who run them. Uncertainty can never be fully avoided, but informed planning can help mitigate disruption and keep your organization on track.

“Preparation isn’t about perfect prediction. It’s about gathering data and advice from experts, planning for what you can and building a solid foundation to weather surprises,” said Co-President, CEO, and publisher Andrew Bloom.

Request Instant Full Access to The Current Insurance Report 2022-2.

Among other topics, this issue reviews the employer and plan sponsor responsibilities of the Consolidated Appropriations Act (CAA) and provides guidance on how to prepare for upcoming requirements and potential costs.

It also highlights the importance of keeping COVID-19 policies current, even if conditions don’t always warrant extra precautions. COVID-19 remains a possible disturbance, but employers have learned a lot about managing it in the workplace. A few steps now can reduce disruption and staffing issues if or when another surge occurs.

From effective and efficient wellness programs to employee mental well-being, this issue also provides resources to prepare your organization to meet the evolving needs of employees. Our experts share how foreseeing and addressing these needs can avoid larger costs and disruptions later.

“People are any organization’s greatest and most valuable resource. Employee benefits and these resources help you invest in your workforce,” said Co-President, CEO, and publisher Mike Lisa.

This employee benefits guidance is now available in the second issue of The Current Insurance Report, along with the latest compliance updates and recaps of education events for HR and finance professionals.

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Corporate Synergies is a national insurance and employee benefits brokerage and consultancy. Crafting creative plan designs, enhancing efficiencies and resolving compliance risk. Risk management strategies and insurance solutions for clients across a broad range of industries.

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Matt McCuen

National Executive at Imagine360

Matt McCuen is an industry veteran, with over 30 years of experience in the self-funded space.  

As the National Marketing Executive for Imagine360, Matt works with self-funded employers across the nation to improve the benefits they offer to their employees and families. 

Imagine360 is the leading provider of employer-sponsored health plan solutions that deliver deep cost savings and concierge member support. Leveraging 50+ years of expertise, Imagine360’s solutions combine the financial benefits of reference-based pricing, best-in-class member support, and health plan administration.  

Greg Santulli

CEO of Rx Valet

Greg Santulli is the CEO and Co-Founder of Rx Valet, an industry leading Pharmacy Cost Savings company. Greg has over 30 years of experience in healthcare and pharmacy. His leadership has positioned Rx Valet as the one of the leading providers of Pharmacy Cost Containment, low-cost access to medications and a successful pharmacy benefit manager. His company’s approach is to engage all parties involved to provide unprecedented results. 

Mitch Lamoriello

VP Wealth Advisor at Advus Partners

Mitchell has innovation in his bones. He understands the unique challenges and circumstances clients face in their financial lives, and is passionate about discovering new ways his family firm can help serve a changing investor and investment marketplace.

As an investment specialist, Mitchell sits on the Advus’ investment committee. He also is responsible for assisting in the firm’s qualitative and quantitative due diligence process and contributing to the research on capital markets and global economic conditions. His knowledge base in investments provides him with a strong foundation to help answer client questions and navigate issues with their portfolio. As he spends more time with clients, Mitchell understands the importance of achieving goals and has expanded his knowledge, skills and approach beyond investments to encompass holistic financial planning.

andy rhea

Andy Rhea

President of Align Risk Solutions

Andy is the President of Align Risk Solutions. Prior to the formation of Align, Andy served as General Counsel to the Captive Insurance Division for the Tennessee Department of Commerce and Insurance. He began his legal career with the Mississippi Insurance Department and in private practice. He is a licensed attorney (in both Tennessee and Mississippi) and holds the Associate in Captive Insurance designation. Andy is very active in various captive insurance associations, currently serving as the President of the Tennessee Captive Insurance Association. Andy is a graduate of Mississippi State University where he received a BBA and MBA, and he earned his law degree from the University of Mississippi. During the feasibility and formation phases of Align’s process, Andy is involved in all regulatory, business plan and application functions. Ongoing, Andy is responsible for corporate governance, regulatory matters, and client relationships. 

Andrew Zito

President/CEO – Advus Fincancial Partners

Andrew has always been fascinated by complex things. The more complicated something is, the more he wants to understand it and fix it. From applying technology to solve business problems to working with plan sponsors to untangle complicated situations, he thrives on finding efficient and effective solutions.

Andrew oversees the operations of Advus, translating the firm’s vision and objectives into actionable processes. His responsibilities encompass technology solutions, business processes, service standards and human resources. He also is directly responsible for the retirement plan division and settingits strategic direction.

Andrew specializes in the qualified retirement plan aspect of the Advus business. Throughout his career, he has worked with retirement plans in a variety of different capacities. He began his career as an intern at Advus (formerly LAMCO Advisory Services, Inc.) assisting with compliance testing. He then spent several years working on platform conversions for retirement plans before moving into his present consulting role. Within the retirement plan space, he specializes in complex plan situations including plan mergers, spinoffs, complex regulatory audits, M&A activity and error corrections.