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HORAN Professionals Receive Top Honors

Seven Employees Achieve Recognition in Their Respective Fields

Cincinnati, OH – HORAN announced seven employees have achieved top designations in their fields. Two members of the Employee Benefits team have received the highest designation possible in the health care benefits field; Certified Employee Benefit Specialist (CEBS) and five advisors have been named as Five Star Wealth Managers.

“Our goal at HORAN is to help our individual and corporate clients address the two greatest challenges facing Americans today – access to affordable health care and professional advice on how to invest for the future in this rapidly changing environment,” said Terry Horan, president and CEO of HORAN. “We are positioning HORAN for the future by ensuring our employees have the industry certifications and expertise needed to be strategic consultants for our clients.”

Cheryl Mueller and Mikal Jeffries have both achieved the CEBS designation. CEBS stands as the industry mark of excellence and reflects what it takes to be a professional in today’s challenging employee benefits climate.

The International Foundation of Employee Benefit Plans, a nonprofit organization dedicated to being a leading objective and independent global source of employee benefits, compensation, and financial literacy education and information, partners with the Wharton School of the University of Pennsylvania in offering the CEBS Program.

In addition, Terence L. Horan, CLU, ChFC, Timothy G. Powell, AIF, CFP®, Geoffrey E. Solomon, CFP®, Diane M. Hinds, CFP® and Gregory L. Hoernschemeyer, CLU have all been named 2010 Five Star Wealth Managers.

October’s Cincinnati Magazine will feature the results of the 2010 Five Star Independent Survey that finds the best personal wealth managers in the Cincinnati area. Five Star surveyed consumers, financial service professionals and Cincinnati Magazine subscribers to find the best in client satisfaction wealth mangers in the Cincinnati area. Survey recipients were asked to evaluate only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/experience, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.

“For more than 60 years HORAN has been creating plans that control health care costs, protect wealth and insure lives in our region. But the end game for all we do is more than plans, we believe good health and true wealth are the keys to a better quality of life for our clients and their families,” said Horan.