Mount Laurel, NJ – December 2, 2025 — The Health & Voluntary Benefits Association® (HVBA) today announced the release of the second edition of its 2025 Insights That Matter: HVBA DIR Poll Report — presenting new findings from the most recent tranche of Daily Industry Report (DIR) polls — including Polls 46, 47, 48, 49, and 50. This release builds on the original 2025 report that further amplifies the collective voice and evolving priorities of health and voluntary benefits professionals across the U.S. workforce. 

Sponsored by MassMutual and Sydney Administrators, the refreshed report draws on the perspectives of thousands of benefits professionals — brokers, employers, HR teams, carriers, consultants, and administrators — and underscores new data, priorities, and key challenges that continue to shape the healthcare and benefits landscape.

What’s New in Edition 2

• Question 46 explored aspects of the One Big Beautiful Bill Act’s impact on brokers, revealing that a substantial portion of respondents (55.21percent) indicated navigating new regulatory compliance requirements as having the greatest effect on health and benefits brokers.
• Question 48 A majority of respondents strongly support the proposed 100% tariff policy on imported branded/patented drugs unless companies build production plants locally, believing it will encourage more domestic drug manufacturing.
• Question 50 The poll shows that most respondents (57%) believe Workplace Violence insurance would be beneficial, with many citing direct or indirect experience with such incidents.

“Our industry is evolving fast,” said Robert S. Shestack, CFF, CVBS, Publisher, Chairman & CEO of HVBA. “With this second edition of the DIR poll results, we’re not just presenting numbers — we’re capturing the shifting pulse of the benefits community. What matters today may shift tomorrow, but HVBA remains committed to surfacing those insights so employers, brokers, carriers, and consultants alike can act with clarity and confidence.”

The full second-edition report, including detailed poll data, question-by-question breakdowns, and expert analysis, is now available to HVBA members and industry professionals.

For more information or to request the full Insights That Matter: HVBA DIR Poll Results (Second Edition), please visit: https://vbassociation.com/discover-what-over-24000-professionals-think-about-2025s-top-benefits-trends/ or contact:

Media Contact:
Sarah Hunt
Health & Voluntary Benefits Association®
Phone: (856) 200-8024
Email: info@vbassociation.com

About the Health & Voluntary Benefits Association® (HVBA)
The Health & Voluntary Benefits Association® (HVBA) and the Health and Voluntary Benefits Institute® (HVBI) are leading providers of comprehensive employee benefits solutions, compliance consulting, product development and industry certifications. With a commitment to innovation and excellence, HVBA & HBVI strives to empower employers and brokers with the tools they need to navigate the evolving landscape of healthcare and voluntary benefits. Through the Health & Voluntary Benefits Association® (HVBA) and the Health & Voluntary Benefits Institute® (HVBI), we are dedicated to advancing industry knowledge and promoting best practices for the benefit of all stakeholders.

About MassMutual (Massachusetts Mutual Life Insurance Company)
MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management, and retirement products and services. For more information, visit www.massmutual.com.

Atlantic City, NJ — November 20, 2025 — The Health & Voluntary Benefits Association® (HVBA) today announced the commencement of its 18th Annual Board Meeting and Benefits Roadshow at the Ocean Casino Resort in Atlantic City. The event brings together more than 140 industry professionals, including senior executives, brokers, carriers, thought leaders, and technology innovators from across the United States. 

The annual gathering serves as HVBA’s premier national convening, providing a structured forum for education, policy discussion, industry intelligence, and strategic collaboration within the health and voluntary benefits marketplace.

Comprehensive Program Anchored in Industry Leadership

The event begins with a closed-session HVBA Board Meeting (8:00 AM – 12:00 PM), where members of the Executive and Advisory Boards—collectively representing more than 750 years of industry experience—will review emerging trends, regulatory developments, and strategic initiatives for 2026. Featured speakers include:

• Stephen J. Sheinbaum, CEO, TEG Wellness/Ignite Health
• Michael Neil, CFO, Ignite Health Benefits
• Robert Shestack, Chairman & CEO, HVBA
• Jake Velie, Vice Chair & President, HVBA; Chairman & CEO, National Integrative Health 
• And more..

2025 HVBA Atlantic City Agenda…

Innovation Sessions Spotlighting Emerging Solutions (1:00 PM – 4:30 PM)

The afternoon Innovation Sessions, moderated by Mike Hirschberg, Division Sales Manager at MassMutual, feature expert-led presentations on workforce financial well-being, artificial intelligence, pharmacy trends, Medicare navigation, and specialty risk solutions.

Presentations include:

• All-In-One Financial Guidance for Workforces – SAVVI Financial
• Workplace Violence Insurance – An Emerging Crisis – NWVSA
• The Medicare Minefield: 10 Misunderstood Rules – Solofsky Financial Group
• A.I. Magic or Machine Learning? – InsightAlly
• Providing the Confidence in Every Care Journey – MotivityCare
• Multi-Agent Systems for Insurance Operations – Agentic Brain
• Sponsor Spotlights from SGIC, JUICE Financial, The Standard, and others 

These sessions provide attendees with data-driven insights and actionable strategies for navigating rising healthcare costs, advancing employee well-being, and integrating emerging technologies into benefit delivery systems.

Evening Reception, Recognition Program, and Charity Auction (4:30 PM – 8:00 PM)

The conference concludes with a formal Networking Reception, followed by the HVBA Hall of Fame & Industry Leadership Awards and a Live Charity Auction conducted in partnership with Trinity Oaks Outdoors, a 501(c)(3) nonprofit organization committed to serving military veterans, families enduring life-threatening illness, and underserved youth through therapeutic outdoor experiences.

Auction items include:

• Kentucky Bourbon Trail experience
• Barcelona Wine & Culinary Tour
• Six-Day Ireland Cultural Journey
• Guided Hog Hunt at Thumbtack Ranch

All proceeds (after expenses) are shared equally between HVBA and Trinity Oaks Outdoors. 

Commitment to Industry Advancement

HVBA continues its mission to support employer groups, brokers, carriers, and solution providers by offering credible research, educational resources, and national programming. The association’s flagship Daily Industry Report now reaches more than 26,000 subscribers and continues to serve as one of the sector’s most widely referenced sources for benefits-related intelligence. 

Robert S. Shestack, Chairman & CEO of HVBA, stated:
“Our annual conference has become a central forum for constructive conversation, professional development, and collective industry progress. We remain committed to advancing responsible innovation, improving access to meaningful benefits, and fostering the relationships that strengthen our sector.”

He added:
“We could not do this without our board, partners, and sponsors whose ongoing support allows us to deliver meaningful programming and elevate the benefits industry year after year.”

About the Health & Voluntary Benefits Association® (HVBA)

The Health & Voluntary Benefits Association® is the nation’s first nonprofit trade association dedicated to advancing the education, implementation, and enrollment of health and voluntary benefits. Through national roadshows, corporate membership, research initiatives, and market intelligence, HVBA serves as a collaborative platform for brokers, carriers, consultants, employers, and industry stakeholders across the United States. 

Media Contact

Sarah M. Hunt
Senior Vice President, Administration
Health & Voluntary Benefits Association®
events@vbassociation.com
www.vbassociation.com

Atlantic City, NJ – October 20, 2025 — The Health & Voluntary Benefits Association (HVBA), in partnership with the Workplace Benefits Association (WBA), is honored to announce the induction of David Essary, Chief Strategy Officer at Alight Solutions, into the prestigious HVBA & Workplace Benefits Association International Hall of Fame. This distinguished recognition celebrates David’s exceptional leadership, strategic vision, and lasting contributions to the voluntary benefits and healthcare landscape.

The Hall of Fame honor will be presented at the 18th Annual HVBA Conference, taking place on Thursday, November 20, 2025, at the Ocean Casino Resort in Atlantic City, NJ. The ceremony will spotlight David Essary alongside eight other remarkable industry executives whose innovation and impact have shaped the trajectory of workplace benefits across the country.

Humana is proud to sponsor the HVBA’s 18th Annual Conference and the Hall of Fame and eight Leadership Awards.

“David Essary’s career reflects a powerful blend of insight, influence, strategic thinking and industry-shaping leadership,” said Robert S. Shestack, Chairman & CEO, HVBA. “His contributions to the development and modernization of voluntary benefits have been instrumental in improving how organizations support their workforce and how individuals access meaningful healthcare and financial wellness solutions.”

HVBA Board Member Vince Cicatiello met David in the late ’90s sharing, “from the moment I met David it was clear he had a rare talent for communicating and educating employees through complex benefits decisions. His leadership at Allstate was the pinnacle of a remarkable career, and this nomination is a well-earned recognition of his impact on our industry.”

The HVBA & Workplace Benefits Alliance Hall of Fame honors industry pioneers and trailblazers who have made extraordinary strides in advancing the voluntary benefits space. From groundbreaking strategy to operational excellence, the 2025 Hall of Fame class represents the pinnacle of achievement in our industry.

Join us in Atlantic City as we celebrate these nine exemplary leaders and recognize the excellence, innovation, and dedication that continue to propel the health and voluntary benefits sectors forward.

“The 18th Annual HVBA Conference is more than just a B2B event—it’s a celebration of the leaders who are redefining the future of voluntary benefits and healthcare,” said Jake Velie, Vice Chair & President of HVBA. “We invite our peers, partners, and professionals across the industry to join us in Atlantic City on November 20th as we honor these trailblazers whose vision and impact continue to elevate the entire ecosystem.”

Registration & Sponsorship

• Register: https://www.eventbrite.com/e/18th-annual-hvba-conference-atlantic-city-nj-tickets-1478689583349?
• Sponsorship & Corporate Membership Inquiries: events@vbassociation.com
  Early interest is strong; capacity is limited.

About the Health & Voluntary Benefits Association (HVBA)

The Health & Voluntary Benefits Association is a leading industry organization committed to advancing innovation, education, and leadership in workplace and voluntary benefits. Through its national events, research, and recognition programs, HVBA brings together top professionals and organizations working to shape the future of healthcare and employee benefits.

About Humana

Humana is a Fortune 50 health insurance company committed to the health of our 17 million members. We’ve been offering Humana Group Benefits for over 50 years, with plans designed to keep businesses and their employees healthy, happy, and productive. Our group dental, vision, life, and disability plans offer exceptional service, large networks and modern benefits that serve a broad range of member needs.

About the Workplace Benefits Association

The Workplace Benefits Association is a collaborative initiative supporting benefit advisors, employers, and solution providers through education, advocacy, and community. In alignment with the HVBA, it amplifies voices across the benefits industry and honors excellence through the annual Hall of Fame and Leadership Awards.

Mount Laurel, NJ – September 3, 2025 –The Health & Voluntary Benefits Association® (HVBA) is thrilled to announce several Executive and Advisory Board Member promotions. 

It is with great pride and admiration that the HVBA congratulates Don Cahalan on his well-earned promotion from the Advisory Board to the Executive Board of the Health & Voluntary Benefits Association. Don’s unwavering commitment to the advancement of employee benefits and his deep expertise in health and voluntary programs have made him an invaluable contributor to the HVBA community.

“During his tenure on the Advisory Board, Don consistently demonstrated strategic insight, integrity, and a forward-thinking approach that helped shape the Association’s initiatives,” said Jake Velie, Vice Chair & President of the HVBA. “He brought a rare combination of practical experience and visionary leadership that not only influenced strategy but also inspired collaboration and innovation among peers.”

“I’m honored to be joining the Executive Board of the Health & Voluntary Benefits Association,” says Mr. Cahalan. “My time on the Advisory Board has been incredibly rewarding, allowing me to collaborate with passionate professionals committed to advancing our industry. I’m excited to continue serving HVBA in this new capacity and to help drive meaningful conversations and innovation in health and voluntary benefits. I look forward to what we can accomplish together.” Don Cahalan is also the Founder of Biggin Solutions.

Don’s promotion to the Executive Board is a natural and exciting next step. “His ability to build consensus, challenge conventional thinking, and advocate for sustainable, employee-centered benefit solutions will undoubtedly strengthen the Association’s mission and impact,” said Robert Shestack, Chairman & CEO of the HVBA.

The Health & Voluntary Benefits Association (HVBA) is proud to announce the promotion of two outstanding leaders within our Advisory Board. Amy Mansfield Nelli has been elevated to the role of 1st Vice President, recognizing her exceptional leadership, strategic vision, and longstanding contributions to the Association’s mission. In addition, Mike Hirschberg has been promoted to 2nd Vice President, a testament to his deep industry expertise and commitment to advancing thoughtful, member-focused benefit solutions. Both Amy and Mike have consistently demonstrated a passion for innovation and collaboration, and we are excited to see their continued impact in these new leadership roles.

“I look forward to seeing the continued influence of Don, Amy, and Mike’s leadership in these new roles. The HVBA Executive & Advisory Board is fortunate to gain such thoughtful and results-driven leadership,” proclaimed Shestack. 

About Health & Voluntary Benefits Association® (HVBA):
HVBA is a leading organization dedicated to providing resources, education, and networking opportunities for professionals in the health and voluntary benefits industry. HVBA aims to foster collaboration, innovation, and excellence in the field through events, workshops, and online platforms.

Media Contact:
Sarah Hunt
SVP of Administration
shunt@vbassociation.com

A day of innovation, deal-making, and purpose-driven networking at Ocean Casino Resort, November 20, 2025

ATLANTIC CITY, N.J. — September 25, 2025 — The Health & Voluntary Benefits Association (HVBA) today announced its 18th Annual HVBA event will take place November 19–20, 2025 at Ocean Casino Resort on the iconic Atlantic City Boardwalk. This year’s program features an Invite-Only VIP Dinner on November 19, followed by a full day of board programming, the HVBA Innovation Summit, and an evening Networking Reception with Leadership Awards Ceremony and Charity Component on November 20.

“Atlantic City has a legacy of big stages and bold moves—a perfect backdrop for HVBA’s 18th year of catalyzing partnerships that help employers and their people thrive,” said Rob Shestack, HVBA Chair. “Attendees can expect candid conversations, actionable strategies, and real opportunities to build their 2026 pipeline.”

“Our model is simple: quality content + curated connections = business outcomes,” added Jake Velie, HVBA. “We’re excited to welcome the industry to Ocean Casino Resort for two energetic days that combine learning, relationships, and purpose.”

Event Highlights

• Invite-Only VIP Dinner — Wednesday, Nov. 19
  An intimate evening for HVBA leaders, sponsors, and select guests to connect and set the tone for the main event.
• HVBA Board & Leadership Programming — Thursday, Nov. 20 (AM)
  Focused sessions for HVBA Board Members and invited guests to align on 2026 initiatives and market priorities.
• HVBA Innovation Summit — Thursday, Nov. 20 (Afternoon)
  Fresh insights on growth, product innovation, compliance outlooks, and integrated health strategies—delivered by leaders building what’s next.
• HVBA Networking Reception, Awards Ceremony & Charity Component — Thursday, Nov. 20 (Evening)
  A premium, business-forward reception designed for real conversations that lead to real deals. Includes butler-passed hors d’oeuvres and open bars, plus a purpose-driven auction supporting Trinity Oaks Outdoors’ “Honoring Our Heroes.”

Why Attend

• Deeper Connections, Faster: Intimate scale + curated introductions = time well spent.
• Right-Now Intelligence: What’s changing in voluntary, medical, and integrated solutions—and where growth will come from next year.
• Action Over Hype: Leave with new partnerships, clear takeaways, and a fuller pipeline.
• Complimentary Registration for Licensed Brokers & Agents (limited capacity).

Preliminary Schedule* (All times ET)

Wednesday, November 19

• Evening – Invite-Only VIP Dinner

Thursday, November 20

• 8:00 AM–12:00 PM – HVBA Board/Leadership Programming (invite only)
• 1:00–3:30 PM – HVBA Innovation Summit
• 4:00–8:00 PM – HVBA Networking Reception, Leadership Awards Ceremony & Charity Component

*Final agenda and speakers to be announced.

Venue

Ocean Casino Resort
A contemporary, oceanfront property offering panoramic views, elevated dining, and seamless access to the Boardwalk—pairing modern luxury with Atlantic City’s storied energy.

Registration & Sponsorship

• Register: https://www.eventbrite.com/e/2025-hvba-benefits-roadshow-event-atlantic-city-nj-tickets-1478689583349?
• Sponsorship & Corporate Membership Inquiries: events@vbassociation.com
  Early interest is strong; capacity is limited.

Media Contact

Jenny Jenkins
Health & Voluntary Benefits Association (HVBA)
Cell: (561) 398-1060
Email: jjenkins@vbassociation.com
Website: www.vbassociation.com

About HVBA

The Health & Voluntary Benefits Association (HVBA) unites brokers, agents, consultants, carriers, and solution innovators to accelerate better benefits for employers and the people they serve. Through executive roundtables, regional roadshows, and its annual summit, HVBA delivers practical insights, curated partnerships, and purpose-driven community impact. Learn more at www.vbassociation.com.

Nashville, TN – September 3, 2025 – The Health & Voluntary Benefits Association (HVBA) hosted a record-breaking Benefits Roadshow in Nashville on September 3, 2025, bringing together industry leaders, innovators, and business professionals for a day of groundbreaking discussions, dynamic networking, and charitable giving. With standing-room-only attendance, the event marked one of HVBA’s most successful gatherings to date.

A Full Day of Impactful Programming

The day kicked off with a packed Board Meeting at the Renaissance Nashville Hotel, where board members and invited guests gathered for a half-day of strategic discussion. The morning set the stage for an afternoon of inspiration, learning, and connection.

At 1:00 PM, attendees filled the Music City Ballroom for the highly anticipated HVBA Innovation Summit, moderated by Mike Hirshberg, Division Sales Manager, MassMutual. The summit featured thought leaders and innovators from across the benefits and healthcare landscape, including:

• Robert S. Shestack, Chairman & CEO, HVBA – OBBBA 2025: Its Effect on Employee Benefits
• Mark Barbier on behalf of Mark Chibbaro, CRO, SGIC – Where Innovation Meets Impact
• Jeff Caldwell & Chris Davis, Claritev – Welcome to the New Claritev Broker Solutions
• Moshe Golomb, CEO, Juice Financial – Payment Solutions for Insurance
• Jim Senge, SVP, Ebix Health – A Digital Transformation Journey in Voluntary Benefits/Worksite Solutions
• Dr. Joseph Webb, CheckMySpot – When You’ve Got Skin in the Game, We Keep It in the Workplace

These sessions highlighted the innovations shaping the future of employee benefits, healthcare solutions, and digital transformation.

Networking, Partnerships, and Giving Back

Following the summit, the Networking Reception from 3:30 PM to 7:00 PM delivered an unmatched opportunity for collaboration. With premium open bars, butler-passed hors d’oeuvres, and lively reception stations, attendees forged new partnerships and celebrated shared successes.

Highlights included:

• Jake Velie, Vice Chair & President, HVBA; Chairman & CEO, National Integrative Health – The New Era of Pharmacy Economics
• Jennifer Carter, CEO, Medzown – Science-Powered Cost Containment for Cancer & Complex Disease
• A Trinity Oaks Outdoors Live Auction, featuring trips to Ireland and other incredible experiences, raising funds to honor and support America’s heroes.

The evening concluded with raffle drawings, networking celebrations, and enthusiastic feedback from attendees who called the event “off the charts.”

A Resounding Success

“From a full board meeting to an innovation summit packed with expertise, and a networking reception buzzing with energy, Nashville exceeded all expectations,” said Rob Shestack, Chairman & CEO of HVBA. “HVBA exists to connect, innovate, and give back—and Nashville proved what can happen when this community comes together.”

“Collaboration was the theme of the day,” added Jake Velie, Vice Chair & President of HVBA. “The energy in the room showed that people aren’t just attending—they’re engaging, partnering, and leaving with actionable strategies.”

About HVBA

The Health & Voluntary Benefits Association (HVBA) is a leading industry organization dedicated to advancing innovation, collaboration, and professional growth in the health and voluntary benefits space. Through events, education, and strategic partnerships, HVBA empowers brokers, consultants, carriers, and service providers to drive meaningful change and deliver better outcomes for clients, employers, and employees.

Contact

HVBA Media Relations
Jenny Jenkins
Global Brand Ambassador
jjenkins@vbassociation.com

Mount Laurel, NJ – The Health & Voluntary Benefits Association® (HVBA) today announced the release of its annual Insights That Matter: HVBA DIR Poll Results report, presenting a comprehensive look at the issues shaping the future of health and voluntary benefits in the U.S. workforce. Drawing from more than 24,000 responses across 35+ industry polls, the report highlights the priorities, concerns, and emerging solutions driving the healthcare and benefits landscape in 2025.

Sponsored by MassMutual and Sydney Administrators, the report reflects feedback from brokers, consultants, employers, carriers, and other stakeholders across the benefits ecosystem. It underscores the industry’s collective focus on mental health, price transparency, affordability, and employee engagement as top concerns for the year ahead.

Key Findings Include:

• Mental Health & Engagement: Flexible work schedules and Employee Assistance Programs (EAPs) were the most preferred initiatives for supporting employee mental health, with ongoing workshops identified as the most effective way to boost engagement.
• Rising Costs & Transparency: Over half of respondents cited rising healthcare costs and affordability as the most pressing challenge, while price transparency tools and reference-based pricing emerged as vital strategies for employers and brokers.
• Voluntary Benefits Growth: Supplemental health products (dental, vision, critical illness) and Accident Insurance remain the most valued voluntary benefits, with Gen X (ages 45–60) showing the highest engagement levels.
• GLP-1 Medications: A majority of respondents strongly disagreed with employers dropping coverage for GLP-1 weight-loss medications (like Mounjaro and Wegovy), citing employee health and retention concerns despite the cost challenges.
• Industry Knowledge Gaps: A majority of professionals reported being unprepared or unaware of compliance requirements tied to the Consolidated Appropriations Act (CAA), signaling a critical need for education and resources.
• Emerging Trends: Interest is growing in pet insurance, “travel as a benefit,” workplace violence coverage, and PTO liability reduction programs as organizations seek innovative ways to attract and retain talent.

“The voice of the benefits community is clear—employers, brokers, and carriers are demanding innovative, affordable, and accessible solutions to meet the needs of today’s workforce,” said Robert S. Shestack, CFF, CVBS, Publisher, Chairman & CEO of HVBA. “This report is a roadmap for the industry, offering actionable insights that reflect both immediate challenges and long-term opportunities.”

The full report, including detailed poll data and commentary, is available now to HVBA members and industry professionals.

For more information or to request the full Insights That Matter: HVBA DIR Poll Results report, visit https://vbassociation.com/discover-what-over-24000-professionals-think-about-2025s-top-benefits-trends/

Media Contact:
Sarah Hunt
Health & Voluntary Benefits Association®
Phone: (856) 200-8024
Email: info@vbassociation.com

About the Health & Voluntary Benefits Association® (HVBA)
The Health & Voluntary Benefits Association® (HVBA) and the Health and Voluntary Benefits Institute® (HVBI) are leading providers of comprehensive employee benefits solutions, compliance consulting, product development and industry certifications. With a commitment to innovation and excellence, HVBA & HBVI strives to empower employers and brokers with the tools they need to navigate the evolving landscape of healthcare and voluntary benefits. Through the Health & Voluntary Benefits Association® (HVBA) and the Health & Voluntary Benefits Institute® (HVBI), we are dedicated to advancing industry knowledge and promoting best practices for the benefit of all stakeholders.

About MassMutual (Massachusetts Mutual Life Insurance Company)
MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management, and retirement products and services. For more information, visit www.massmutual.com.

Nashville, TN – Thursday, July 10 – The Health & Voluntary Benefits Association® (HVBA) is thrilled to extend a warm invitation to all benefits professionals for the upcoming Benefit Roadshow, scheduled for Wednesday, September 3, 2025.

We are excited to welcome you to the luxurious Renaissance Nashville Hotel, ideally situated in the vibrant heart of downtown Nashville. Directly connected to the dynamic Fifth + Broadway complex—featuring over 35 restaurants, shops, and live entertainment options—our venue offers unmatched convenience and access. Guests will also find themselves just steps away from hundreds of local hotspots, including the legendary Broadway, famously known as “Honky Tonk Highway.”

In addition to an exceptional location, attendees will enjoy exclusive opportunities to engage with the HVBA’s Executive and Advisory Board Members. Connect with influential leaders in the voluntary benefits and healthcare sectors in an intimate, high-energy setting designed to foster meaningful conversations and strategic relationships.

The HVBA Benefit Roadshow promises an engaging and informative experience for attendees. This exclusive event will feature our Innovation Summit with six (6) power sessions, introducing delegates to the latest products, services and solutions in the healthcare and benefits space.

“More than just an event, this is a bold demonstration of HVBA’s relentless drive to push innovation into the marketplace,” said Jake Velie, Vice Chairman & President of the Health & Voluntary Benefits Association® (HVBA) and Chairman & CEO of National Integrative Health. “Whether it’s revolutionary pharmacy solutions, advanced data analytics, or fresh strategies for managing employer risk, we’re breaking new ground and bringing never-before-seen ideas to the table. At HVBA, we’re not just keeping up—we’re leading the charge with powerful, forward-thinking solutions that tackle the toughest challenge in healthcare: cost control.”

Following these impactful sessions, attendees will have the opportunity to immerse themselves in HVBA’s Networking Reception with Open Bar & Butlered Hors d’oeuvres. 

The HVBA’s Networking Reception at the Benefits Roadshow is more than just an opportunity to mingle—it’s where meaningful connections turn into real business opportunities. Attendees gain direct access to a dynamic mix of professionals, business owners, and community leaders in a relaxed, high-energy environment designed for authentic conversations. Whether you’re looking to forge new partnerships, showcase your services, or simply expand your professional circle, this reception provides the perfect setting. With curated introductions, refreshments, and a collaborative atmosphere, the HVBA Networking Reception transforms casual networking into lasting value. Don’t miss the chance to connect, collaborate, and grow.

“We’re thrilled to bring the HVBA Benefits Roadshow to brokers across the industry — a dynamic event built to empower, educate, and connect,” said Rob Shestack, Chairman & CEO of the HVBA. “This is a unique opportunity for benefits brokers to gain strategic insights, expand their network with top carriers and solution providers, and stay ahead of the curve in an ever-evolving marketplace.”

In a gesture of appreciation to our attendees, HVBA is pleased to offer complimentary tickets to this event, made possible through the generous support of our sponsors.

To secure your spot at this exciting event and to access further details, please visit: https://www.eventbrite.com/e/2025-hvba-benefits-roadshow-nashville-tn-tickets-1388475901799?

For inquiries or additional information, please get in touch with Sarah Hunt, SVP of Administration at shunt@vbassociation.com or call (856) 326-5246.

Take advantage of this opportunity to be part of the HVBA Benefits Roadshow and take your professional network to new heights!

About Health & Voluntary Benefits Association® (HVBA):

HVBA is a leading organization dedicated to providing resources, education, and networking opportunities for professionals in the health and voluntary benefits industry. HVBA aims to foster collaboration, innovation, and excellence in the field through events, workshops, and online platforms.

Media Contact:
Sarah Hunt
SVP of Administration
shunt@vbassociation.com

We are thrilled to share the highlights of our recent event, on May 14^th in Houston, TX, which was an unforgettable experience for all attendees.

“This event was a powerful demonstration of the strength, collaboration, and forward momentum of our community,” said Jake Velie, Vice Chairman & President of the Health & Voluntary Benefits Association (HVBA) and Chairman and CEO of National Integrative Health. “Our goal was to create a space where professionals could learn, connect, and make meaningful contributions—and we delivered on that promise. But more importantly, this event showcased HVBA’s unwavering commitment to driving innovation into the marketplace. From groundbreaking solutions in pharmacy and data analytics to pioneering approaches in employer risk management, we introduced partners and strategies that have never been seen in this space before. HVBA is proud to be leading the way with cutting-edge solutions that are directly addressing the complex challenge of controlling healthcare costs.”

Here’s what was featured:

Innovation Summit: Attendees gained exclusive market insights, gaining firsthand knowledge of emerging trends and innovations shaping the future of voluntary benefits and healthcare strategies. Broker-centric content, focused on real-world solutions, sales strategies, tools, and revolutionary products and services shaping the next generation of benefits to better serve employer clients and expand their portfolio. These sessions ensured participants left with a thorough understanding of the current changes and dynamics affecting their clients. 

Attendees heard from industry leaders, including:

• MassMutual
• Fetch Pet Insurance
• National Workplace Violence & Safety Alliance (NWVSA)
• Juice Financial
• Summer
• American Public Life (APL)
• Motivity Care
• Uncommon Benefit Partners & National Integrative Health
• MediCircle

“The energy in Houston was incredible. We had a great mix of brokers and sponsors really leaning in, asking smart questions, and making meaningful connections,” said David Sherman, Chief Revenue Officer of the Health & Voluntary Benefits Association (HVBA) and Vice President at PTO Exchange. “It’s clear there’s a lot of excitement about what we’re building at HVBA—and we’re just getting started. Ask me about membership, happy to share why now’s the time to get involved.“

Experience at The Westin Houston Medical Center/Museum District: The event included a special networking reception at The Westin. This unique venue provided an engaging atmosphere where attendees could enjoy interactive content and meaningful networking opportunities. The attendee experience was designed to foster connections in a relaxed, intimate, and enjoyable setting.

Charity Auction & Raffle: Our charity auction was a highlight of the event, drawing enthusiastic participation from over 70 attendees. Bidders had the opportunity to win exclusive items while contributing to a worthy cause, Trinity Oaks, the only Purple Heart Wounded Warrior non-government ranch in the United States. The auction not only added an element of fun but also emphasized the community’s commitment to philanthropy, raising over $22,000 gross.

Networking Reception: After the Innovation Summit sessions, attendees gathered for the HVBA Benefit Roadshow Networking Reception. Throughout the event, attendees enjoyed a variety of five-star appetizers, food, and beverages. The culinary offerings were exceptional! This reception was an excellent platform for industry professionals to connect, share insights, and build long-term relationships. Brief speeches from industry leaders enhanced the networking experience.

“Thank you for putting together a great roadshow. I know it takes a ton of planning, event management, improvising, and so much more. It’s always great to get around some talented industry pros, and the conference was well done with good presentations. Trinity Oaks is awesome, and the prizes were great. Appreciate all that each of you do and thankful to be a small part of it,” shared Dennis Ontaneda, National Distribution Manager, Consumer Solutions & Voluntary Benefits Accident & Health for Zurich NA.

A special recognition goes out to our Executive and Advisory Board members, as well as our Sponsors, Attendees, and Members, who make these events possible.

“Our Houston event was a tremendous success, bringing together industry professionals to share knowledge, build connections, and support meaningful causes. We are grateful for the enthusiastic participation and generous contributions from everyone involved,” said Robert S. Shestack, Chairman & CEO of the Health & Voluntary Benefits Association and Chief Revenue Officer of Juice Financial. “This event showcased the best of our community’s commitment to excellence and collaboration. Stay tuned for HVBA in Nashville August 27 & 28th”.

For further information, please visit our website www.vbassociation.com. If you have any questions about sponsorship or membership, please reach out to Sarah Hunt at shunt@vbassociation.com.

By: Center for Connected Health Policy

An April 2025 report by Peterson Center on Healthcare, Evolving Remote Monitoring: An Evidence-Based Approach to Coverage and Payment, assesses remote patient monitoring (RPM) utilization across Medicare and Medicaid populations to provide policy insights around how remote monitoring technologies can improve clinical outcomes as well as reduce spending. The report looks at current coverage and reimbursement policies applicable to remote monitoring, the clinical benefits remote monitoring has been shown to provide, and recommendations to better align policies with clinical evidence.   According to the Centers for Medicare and Medicaid Services (CMS)’ Medicare Learning Network (MLN) Telehealth and Remote Patient Monitoring Fact Sheet, which was just updated last month, remote patient monitoring (RPM) allows a patient to collect their own health data using a connected medical device which automatically transmits the data to their provider. RPM encompasses both remote physiological monitoring and remote therapeutic monitoring (RTM). Remote physiological monitoring involves using non-face-to-face technology to monitor and analyze a patient’s physiological metrics, such as blood pressure, while remote therapeutic monitoring captures non-physiological data related to a therapeutic treatment, such as medication adherence. Medicare began reimbursing RPM in 2019, adding RTM reimbursement in 2022, and both of their respective code sets include three primary components: device supply, device set-up/education, and the provider’s time spent reviewing the data and managing treatment: RPM CPT & HCPCS CODES: Many state Medicaid programs have established RPM coverage policies similar to Medicare, with 41 states providing at least some type of RPM reimbursement based on CCHP’s research reflected in our policy trend maps. In terms of private payer RPM coverage, it is noted that RPM reimbursement across commercial insurers is not well-known, but some payers have adopted more narrow policies which limit the set of conditions eligible for RPM reimbursement.   The authors draw on the clinical benefit information gathered through the Peterson Health Technology Institute (PHTI) evaluations of digital health tools to treat the primary conditions associated with Medicare/Medicaid utilization of remote monitoring services: hypertension, diabetes, and musculoskeletal disorders. Additionally, there is some analysis of RPM duration of use by defining periods of continuous use as episodes to determine shifts in length of RPM use by condition. Overall, the analysis found that clinical effectiveness and duration of benefit vary by condition and product, and that remote monitoring is currently used by a very small percentage of Medicare/Medicaid populations. However, RPM utilization, as well as its duration of use, are quickly growing. Findings include:  Hypertension is the primary diagnosis for 57% of all Medicare beneficiaries with an RPM episode; musculoskeletal disorder is the primary diagnosis for almost 60% of beneficiaries with an RTM episode.The average RPM episode for hypertension lasts 6.6 months; the average RTM episode for a musculoskeletal disorder lasts 1.7 months.RPM blood pressure monitoring during periods of active medication management allows providers to quickly adjust patients’ hypertension medications, resulting in rapid improvements in blood pressure outcomes.Physical therapy RTM patients experience greater improvements in pain and function than those who receive only in-person physical therapy.RPM for diabetes may be most effective when targeting patients with the highest starting HbA1c levels and those who are at critical transition points in their care plan.One percent of Medicare beneficiaries use RPM today; they tend to be older, nonwhite, urban, more medically complex, and dually eligible for Medicare and Medicaid.Less than 0.2% of Medicare beneficiaries received RTM services in 2023; they tend to be older, white, women, and live in urban areas.In 2023, 451,000 patients in Medicare used RPM services, versus 44,500 in 2019.On average, the duration of continuous RPM use in Medicare rose from 1.7 to 5.2 months between 2019 and 2023. Based on these findings, the report recommends that policymakers consider:  1. Better aligning RPM coverage policies to the conditions/durations found to have the most clinical benefit. 2. Improving access to high-impact remote monitoring tools. 3. Requiring more specificity on RPM billing claims to improve data collection. The report makes an interesting suggestion in regard to the second recommendation, ensuring availability of high-impact remote monitoring tools. The evaluation found that most beneficiaries utilizing RPM were primarily located in urban areas. Therefore, to improve RPM access specifically in rural areas, which have higher rates of chronic disease and traditional access issues, it is suggested that CMS reassess its current geographic variations used for Medicare reimbursement. The authors acknowledge that the geographic variation seeks to align payment with local costs of living, but also highlight that it may limit national companies from offering digital health tools in more rural and low-cost regions.   In regard to the first recommendation, aligning policies with clinical evidence, the report notes that there currently is no Medicare limit on the conditions for which RPM may be used, as well as no limit on the duration of reimbursement. Nevertheless, the findings seem to show that current RPM condition/duration rates are already consistent with the clinical evidence in this area. For instance, the clinical evidence review found that RPM use in patients with hypertension is most valuable within the first six months, when active management of medications for blood pressure occurs. Meanwhile, Medicare utilization data found that an average RPM episode for hypertension lasts 6.6 months. In addition, the evidence shows that RTM improves outcomes for people with musculoskeletal conditions during targeted physical therapy episodes that last 2–4 months, while the average RTM episode for a musculoskeletal disorder was found to last 1.7 months.   The last recommendation relating to data collection also highlights that currently Medicare does not require RPM claims to explicitly report information related to the condition being treated and device being used, therefore the data and evidence available is not yet entirely clear.   As coverage of remote monitoring services and the devices used are still relatively new, it may be best for policymakers to first focus on strategies to increase both RPM access and data collection to form a more thorough evidence base before considering further refinements to RPM policies. RPM billing rules are already quite complex, and additional limitations may decrease both provider participation in utilizing RPM technologies in their practice, as well as patient access to the clinical benefits RPM provides.   For more information, please review Evolving Remote Monitoring: An Evidence-Based Approach to Coverage and Payment in its entirety. For information regarding RPM coverage and reimbursement policies within Medicare and Medicaid, please utilize CCHP’s Policy Finder to search by both topic and jurisdiction.

Source: Center for Connected Health Policy, personal communication, May 20, 2025