Our Compliance Advisory Program (CAP) is your agency's opportunity to have a full compliance department at a fraction of the cost of hiring just ONE FT compliance attorney or consultant. Join the 10+ agencies who have discovered how CAP has taken their firm to the next level of capability and profitability!Our expertise and diligence can be a valuable investment to help you cut hours spent searching for answers to complex compliance questions, reduce your exposure to hundreds of thousands of $$ in fines and penalties, and win large new clients worth $50K to $200K+ in annual revenue.Contact us today to discuss your firm's compliance challenges: Email: info@benefitscompliancesolutions.com Cell: 512-571-2464 (call or text)DM us on LinkedIn

Volunteer position for NAHU's EWG Subcommittee creating compliance tools and resources for agent and broker members.

• Researched and analyzed federal and state regulatory guidance pertaining to employee benefits. Stayed current with all legislation and communicated changes to brokers, clients, and industry leaders. • Advised brokers and their clients on employee benefits compliance issues related to health care reform (the ACA), ERISA, COBRA, Section 125, nondiscrimination, HIPAA, high-deductible health plans, FSAs, HRAs, HSAs, and other topics. • Answered daily compliance questions, consulted with clients on the law’s application to their benefit plan design and administration. • Contributed written pieces to bi-weekly and quarterly publications, website and white papers. Also assisted in editing in-house compliance tools. • Presented frequently on wide array of compliance topics to brokers, clients, and industry professionals.NFP is a leading insurance broker and consultant that cares deeply about the well-being of our clients and our 4,500 employees. We're honest, hardworking, dedicated professionals who love what we do and strive to lead by example. But what truly defines us is that for us, business is personal.

Acquired by USI in 2016. Lead agency-wide compliance initiative to bring all key accounts into compliance under health care reform, ERISA, Section 125, HIPAA, and other laws related to health benefits.

Acquired by Leavitt Group in 2017. Serviced employer groups of all sizes, both fully-insured and self-insured in the coastal bend area of South Texas.

For more than 40 years, Lloyd R. Wilson has been designing and implementing strategies to help his clients conserve their wealth and transfer their assets to future generations and to the charitable organizations they support. He founded Lloyd R. Wilson and Associates in 1970, a financial firm that assists clients with the transference of wealth, the minimization of tax burdens, and the maximization of charitable contributions to public and private foundations and institutions.http://www.lloydwilsonassociates.com