COLI, BOLI, CUOLI, ICOLI & Executive Benefit Funding Most people think of life insurance as personal protection — income replacement or estate liquidity. But for financial institutions… Read more “Strategic Balance Sheet Applications of Life Insurance”
Author: jensholger78
2025 Update | Patient Centered Outcomes Research Institute (PCORI) Fees
Plan sponsors of self-insured health plans are obliged to pay a membership-based fee for its plan year via the IRS Form 720 by July 31 of the… Read more “2025 Update | Patient Centered Outcomes Research Institute (PCORI) Fees”
Business Continuity & Life Insurance: Why Structure Matters
At Valhalla Business Advisors, we often say that the best time to plan is before you need the plan — especially when it comes to life and… Read more “Business Continuity & Life Insurance: Why Structure Matters”
Small Business Health Insurance Quoting: What Matters, Who to Evaluate, and How Valhalla Can Help
For small employers, navigating health insurance renewals and quoting can feel overwhelming — crowded with acronyms, competing vendor claims, and real dollars on the line. At Valhalla… Read more “Small Business Health Insurance Quoting: What Matters, Who to Evaluate, and How Valhalla Can Help”
Smarter Health Spending: Rethinking Employee Benefits in Uncertain Times
By Jens Thorsen, Valhalla Business Advisors In an unpredictable economy, every dollar matters – especially the dollars flowing into employee health plans. Healthcare costs continue to rise,… Read more “Smarter Health Spending: Rethinking Employee Benefits in Uncertain Times”
Valhalla Insight | Government-Backed Health Insurance
From the perspectives of both employers and employees, it can be difficult to navigate the increasingly complicated landscape of government-backed health coverage. By comparing the different plans… Read more “Valhalla Insight | Government-Backed Health Insurance”
A RECAP: Valhalla Insights Session | Employer Strategies for Workforce Health: Trends, Challenges, and Best Practices
We hosted a wonderful event on on April 11, 2025 with an expert panel, who shared insights on how employers can enhance workforce health and productivity. Examples… Read more “A RECAP: Valhalla Insights Session | Employer Strategies for Workforce Health: Trends, Challenges, and Best Practices”
RxDC Reporting, updated for 2025 | Compliance Resources
In an era where transparency in healthcare costs is more crucial than ever, RxDC Reporting stands out as a pivotal regulatory requirement that aims to shed light… Read more “RxDC Reporting, updated for 2025 | Compliance Resources”
Press Release: Valhalla Business Advisors and Aperture Insurance Solutions Announce Strategic Partnership
State College, PA — February 24, 2025 — Valhalla Business Advisors and Aperture Insurance Solutions are pleased to announce a strategic partnership effective March 1, 2025. This… Read more “Press Release: Valhalla Business Advisors and Aperture Insurance Solutions Announce Strategic Partnership”
Valhalla Insights | 2025 Sessions
We invite you to join Valhalla Business Advisors, our clients, and guests, for our Valhalla Insights series during 2025. Thank you to our collaborators and panelists for… Read more “Valhalla Insights | 2025 Sessions”
