SHERRILL MORGAN was founded in 1969 by Sherrill Morgan as Sherrill D. Morgan & Associates, Inc. and originally specialized in estate planning. As greater emphasis was placed on employee benefits by the business owners represented, SHERRILL MORGAN evolved to serve its customers not only as an agent but also as a consultant for employee benefits. With offices in Covington and Louisville, we have sought to serve our clients’ needs for over 40 years by designing and implementing quality employee benefits programs that fit within our clients’ budgets. We maintain a highly professional and well-trained staff that supports the needs of our clients and their employee benefits programs. SHERRILL MORGAN and staff are licensed for both group and individual products as Health and Life Agents and/or Consultants. Our staff includes individuals who hold various industry designations. SHERRILL MORGAN also has a licensed attorney and certified public accountant on staff. In addition to fulfilling all of their respective continuing education requirements, these staff members regularly participate in conferences and training sessions held by the Kentucky Public Human Resources Association (KPHRA), the Kentucky Association of County Treasurers and Finance Officers, the Tennessee City Management Association, the Society for Human Resource Management (SHRM), the International Public Managers Association (IPMA), the National Association of Insurance and Financial Advisors, National Association of Health Underwriters, and the Association of Health Underwriters. Agency staff attends annual update meetings held by the Department of Labor, and keep abreast of state legislative activity on a regional basis through the departments of insurance of those states, and of federal legislative activity through the Employee Benefits Institute of America. In addition to attending training and conferences, SHERRILL MORGAN also provides sponsorship and facilitation of meetings regarding new industry concepts, including consumer-driven health plans and wellness programs. SHERRILL MORGAN represents over 75 public sector clients and several hundred commercial clients as agents or consultants for their group health insurance for over 30 years. We also represent over 4,000 clients for individual products.    |
