News & Events

February 6th- How to Build an Agency Without Making the Mistakes We Did

Access the archived version of the February forum here

Description: There are many areas from which an employee benefits firm can draw it's strength. But a well-run agency doesn't just focus on one offering or service characteristic, in order to grow and succeed a firm must strike a unified balance in several key areas. Emeric McCleary will be speaking about finding a niche market. Neil Simons will be speaking on the importance of hiring a good team 

Moderator:
Robert Whiddon, Editor, Employee Benefit Adviser

Speakers:
Emeric McCleary is a first generation U.S. born Mexican-American, is the CEO/Founder of Hispano Employee Benefits, LLC. For over 20 years Emeric has advised start-ups to Fortune 500 clients regarding Hispanic employee benefit, motivation and retention strategies. Hispano Employee Benefits has offices in Northern Kentucky and West Chester, Ohio. Reach Emeric at emccleary@hispanoemployeebenefits.com.

Neil Simons, REBC, RHU, GBA founded Rockville, Md.-based Independent Benefit Services (IBS) in 1989 and has served as its only president. Neil has grown IBS into one of the most respected benefit advisory firms in the region. Their clients have anywhere from 25 to 25,000 employees and range from Fortune 500 companies to non-profits. For eight consecutive years, the National Association of Health Underwriters has honored Independent Benefit Services with Golden Eagle Awards.