Terriann Procida
Founding Partner, Innovative Benefit Planning, LLC, a UBA Partner Firm

Terriann Procida

Terriann Procida is a founding partner of the employee benefits firm, Innovative Benefit Planning, LLC, and has more than 25 years’ experience in the insurance industry, providing employee benefit services to business owners and executives nationally. Her experience working with diverse businesses throughout the region has helped Terriann to identify key challenges that employers face. As a business owner herself, Terriann brings a valued perspective when assisting her clients in their benefit decisions. She has received many accolades from her clients and colleagues over the years, including Samaritan Healthcare & Hospice's "Circle of Excellence Award." Terriann is also a member of Vistage International.

In her spare time, Terriann immerses herself in many professional and volunteer activities, including serving on the Samaritan Healthcare & Hospice gala committee. She is a well-known speaker on topics of healthcare reform and the Patient Protection and Affordable Care Act, and was chosen to speak at Tri-State Human Resource Management’s 27th Annual Conference.

Josie Martinez, J.D.
Senior Partner and General Counsel, EBS, a UBA Partner Firm

Josie Martinez

Josie Martinez specializes in advising employers on legal and compliance matters that arise relating to ERISA, COBRA, HIPAA, and other employee benefits related issues, as well as consulting on health and welfare plans. As an attorney for the past 19 years, Josie brings a breadth of experience as an advisor on risk assessment, business strategies, contract negotiations, government investigations, and regulatory compliance.

Josie received her Juris Doctor (J.D.) at Northeastern University School of Law and a bachelor’s degree from Boston College. She currently serves on the Compliance Committee for United Benefit Advisors (UBA) and the Board of The Boston Home and the Association of Latino Professionals in Finance and Accounting (ALPFA-Law).

UBA has experts available on the most relevant topics, including:

  • Health care reform
  • ACA
  • Insurance exchanges
  • Retirement
  • Wellness plans
  • Self funding
  • Changing role of brokers

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Media Coverage

2018 Broker of the Year: Billy Potter

Billy Potter, a principal with Snellings Walters Insurance AGency in Atlanta, has been named 2018 Broker of the Year by BenefitsPRO.

Friday, April 20, 2018/Number of views (651)/
Categories: benefitspro

Se Habla Español at Arrow Benefits Group

Arrow Benefits Group has launched a division that offers the Spanish-speaking employee populations it serves hands-on benefits selection guidance in their native language.

Monday, April 16, 2018/Number of views (621)/

Here’s how Cincinnati businesses are seeking a solution to the opioid crisis

Addiction related to prescription painkillers is a major issue that affects employers of all sizes in Greater Cincinnati, according to Kenwood-based HORAN, an employee benefits firm whose expertise includes workforce health management.

Wednesday, February 14, 2018/Number of views (834)/

2018 Rising Stars in Advising

This year’s group of standout advisers ages 35 and younger is taking charge of the employee benefit supply chain with a determination to reduce costs and improve client outcomes. Erik Hansen, President of Vita Companies, a United Benefit Advisors Partner Firm, is among those rising stars.

Friday, February 2, 2018/Number of views (931)/

Access to Healthcare Services—Final rule eyes equity and an end to discrimination in heatlh care

Previous civil rights laws enforced by the HHS Office for Civil Rights (OCR) prohibited health care related discrimination based on race, color, national origin, disability, or age. Section 1557 of the ACA added sex to that list. Although Sec. 1557 has been in effect since the enactment of the ACA, the Final rule implements the statutory section and clarifies the outlines of the nondiscrimination policy. Danielle Capilla, Chief Compliance Offcer at United Benefit Advisors, explained that the rule "further clarifies a grey area, and provides teeth and specificity to poorly understood or enforced rules."

Wednesday, May 18, 2016/Number of views (885)/