April 14, 2025 – Unison Risk Advisors is pleased to announce the appointment of Brett Tomoff, CPA, as Vice President of Financial Planning and Analysis. Tomoff is a data-driven finance leader with 15 years of experience in corporate finance, financial planning, treasury, data analytics and IT. In his most recent role…

April 7, 2025 – Unison Risk Advisors is pleased to announce the appointment of Joe DiRocco as Chief Financial Officer. Joe DiRocco, a seasoned financial leader with over three decades of experience, will bring his strategic vision to Unison Risk Advisors. DiRocco joins Unison Risk Advisors from Fifth Third Bank,…

Join us for lunch to break bread and learn how Individual Coverage Health Reimbursement Arrangements (ICHRA) and other innovative benefits strategies can help your business save on health care costs. Shaping the future of your employee health insurance benefits may be easier than you think. While the traditional efforts of…

Join us for networking and learning with Oswald Architects & Engineers Risk Management and AXA XL Insurance. Holy Smokes – A Claim Case Study 2 AIA/CES LU | PDH | HSW Qualified Discipline: Architect & Structural Engineer Project Type: Church renovation and expansion: Poor coordination between the architect’s project manager…

The best way to have a low Experience Modification Rating (MOD) score is to avoid workers’ compensation claims altogether, but when they inevitably happen, you don’t have to wait three years for the incident to drop off the radar. There are ways to manage risk now. Start by gaining an…

A new presidential administration brings new considerations for small manufacturers. Will tariffs and trade impact your bottom line? Will new policies help small businesses? How can small business owners prepare, anticipate, and position the company for what lies ahead? Who do we go to for help? Join us at the…

The MOD score. For employers, it can cause a smile of relief or a look of anguish for those needing to figure out how to get a better score. So, what is a MOD score? Also known as an Experience Modification Rating or MOD rate, the MOD score is a…

When it comes to estate planning, Spousal Lifetime Access Trusts (SLATs) have gained popularity as a powerful tool for preserving wealth, minimizing taxes, and providing financial flexibility for couples. SLATs allow individuals to transfer assets to an irrevocable trust for the benefit of their spouse while potentially minimizing estate taxes.…

When it comes to estate planning and protecting a family’s financial future, trust-owned life insurance (TOLI) can be a powerful tool. TOLI combines the benefits of life insurance coverage with the advantages of a trust, creating a comprehensive strategy that ensures a legacy is preserved while maximizing tax efficiency. What…

When it comes to building a diversified investment portfolio, many individuals overlook an often-underappreciated asset class: cash value life insurance. Life insurance provides essential financial protection for families and businesses. It can also serve as a valuable asset that offers potential growth and tax advantages. Life Insurance as a Diversified…