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ISI In The News    2008   •    2007

Leadership Appearances  •  Press Release

2008

News, Magazine Articles and Other Publications


Small Business Owners Try HSAs to Trim Health Costs
January 2, 2008
by Colleen DeBaise
SmartMoney Small Business Link

Health Savings Accounts Can Help
January 7, 2008
by Richard Bernstein
Miami Herald Link

For B-to-B success, Don't Think Big

by Kevin Akerman
DMNews • Link

Daily Topic Alert: Employer Incentives for Healthy Behavior

January 11, 2008
Forbes.com • Link

More Than Just Rebates
Janauary 29, 2008
by Eve Tahmincioglu
MSNBC.comLink

Webster of Connecticut Has Deal to Sell Insurance Unit
February 4, 2008
By Jennifer Gordon
American BankerLink

Health Savings Accounts Can Be a Balm for Rising Insurance Premiums
February 11, 2008
by Richard Bernstein
Sun SentinalLink

Canada's Top Spots For Lavish Lodging
February 21, 2008
By Lauren Sherman • Link
Forbes.com

Business Generated HSAs Surpass Individually-Purchased Offerings
February 2008
Managing Your HRLink

Obesity Weighs Down Production
March 1, 2008
by Jonathan Katz
Industry WeekLink

Medical Wonders
Winter, 2008
by Dan Rafter
Specialty Retail ReportLink

The HSA Option for Small Business Health Care
About.com: Small Business Information 2008 • Link

Small Business Futures Interview
March, 2008
by Andrea Cooper
Entrepreneur

Reducing Insurance Costs
April, 2008
by Pamela Mills-Senn
Rental Management

HSA Interview
February, 2008
by Laurie Brannen
Business Finance

Speaking Engagements

ICBA’s National Convention
March 3, 2008
Keynote on HSAs
Orlando, FL

Columns

ProducersWeb.com
Link

2007

News, Magazine Articles and Other Publications

Small Business Owners Can Now Improve Employee Productivity
January 10, 2007
Zibb.com / Cbiz.com Link

2007 Report on HSA Growth, Characteristics Published By Healthcare Data Firms
January 18, 2007
REDORBIT breaking news • Link • also picked up by Yahoo

Positive Initial Reaction to Bush Health Plan Proposals
January 23, 2007
MarketWire.comLink

Taxing Health Benefits: Will it Help?
January 25, 2007
Bergen County News, New Jersey • Link

Give ‘Em Health
January 2007
Medical insurance programs do exist that even a small-LYS owner can afford.
By Judith S.L. Young
YMN

Data and Dollars:
How CDHC Is Driving the Convergence of Banking and Health Care

February 1, 2007
By David C. Hammer
AllBusiness.com Link

Initial Reaction to Bush Health Plan Proposals

February, 2007
Small Business DigestLink

Unhealthy Strategy?

March 14, 2007
by Colleen Debaise
The Wall Street Journal Online • also picked up by Yahoo and Insurance Report

Learning the ABCs of HSAs
February 22, 2007
by Crissa Shoemaker Debree
PhillyBurbs.comLink

Temporary Health Insurance On the Rise

March 16, 2007
by Margarette Burnette
Bankrate.comLink

HSAs Will Grow Significantly in 2007 Despite Congressional Doubts
Mar 26, 2007
Marketwire.comLink • also picked up by CONEXIS Comment

New rules over Health Savings Accounts making them more attractive

March 28, 2007
by Eileen Alt Powell
Associated PressLink

Optimistic Outlook for HSAs From ISI's Laing
March, 2007
HSA Market NewsLink

Falling Petals – Health Experts Contend the Bloom May Be Off the CDH Rose

March, 2007
by Chris Silva
Employee Benefit NewsLink • also picked up by Smartgrp.com

More people taking advantage of health savings accounts

April 2, 2007
The Star-LedgerLink

HSAs Will Grow Significantly in 2007 Despite Congressional Doubts
April 4, 2007
Conexis’ Comment NewsletterLink

Newsweek Highlights ISI's HSAfinder.com In Story on Money and Health Planning
May 21, 2007
MSNBC.comLink

Most Retirees Happy With Late-Life Ventures

May 10, 2007
Inc.comLink • also picked up by Yahoo

The 12 Commandments for Marketing on the Internet
May 11, 2007
B2B Marketing TrendsLink

Bank on HSAs for Healthy Deposits
May 12, 2007
by Karen Pallarito, HealthDay Reporter
MedicineNet.comLink • also picked up by Healthfinder.gov and MoreHealth.org

Money: Health Planning

May 21, 2007
by Linda Stern
NewsweekLink

By Foregoing Vacations, Small-Business Leaders May Be Hurting Their Firms
May 23, 2007
Marketwire.comLink

Utah Manufacturers Association
May, 2007
BulletinLink

Individuals with No Healthcare Insurance Differ from Insured Respondents in Nationwide Survey of 2,800

June 7, 2006
PRWebLink

Where to Begin Researching
June 10, 2007; F04
Washington PostLink

HSA Penetration Reaches 5% but Varies by State, ISI Study Shows
June 12, 2007
SYS-CON MediaLink

Marketplace is Slow to Embrace HSAs
June 13, 2007
Biz Times Daily • Link

American Banker
June 2, 2007

Women Confront Risks of High-Deductible Plans
July 5, 2007
by Kristen Gerencher
MarketWatchLink • also picked up by MorningStar.com, InsuranceNewsNet.com and Bucup.com

Small-Business Owners Try HSAs to Trim Health Costs
July 6, 2007
by Colleen DeBaise • Link

Survey Generates the 10 Commandments for Successful Home-Based Businesses
July 9, 2007
MorningStar • Link • also picked up by Yahoo Biz, Yahoo News, Google News, iWon, Alta Vista News, EarthTimes.org, Cruizes.net, Marketwire among others

Survey Finds HSA Penetration

July 11, 2007
Credit Union TimesLink

Avoiding Traps in E-mail Marketing
July 14, 2007
by Mildred L. Culp
WorkwiseLink • also picked up by Courant.com

Small Firms Report Higher Profits; Adoption of HSAs Rising Amidst Static Healthcare Costs
July 22, 2007
ADVFNLink

Proven Strategies For Increasing HSA Enrollment
July 25, 2007
HRTrainingCenter.com
Link

Do's and Don’ts for Home-Based Business
July 27, 2007
Business EdgeLink

Consumers Can Save Significantly On Fees By Shopping For HSA Account Managers
July, 2007
Small Business DigestLink

The Health Insurance Conundrum - Finding Creative Ways to Manage Rising Health Care Costs
July/August, 2007
by Bridget McCrea
MC MagazineLink

State Health Insurance Mandates, Consumer Directed Health Plans and Health Savings Accounts
Are They a Panacea for Small Business?
August, 2007
by Susan M. Gates, Kanika Kapur and Pinar Karaca-Mandic
Rand Working PaperLink

Wachovia Joins Hordes in Offering Health Accounts
September 7, 2007
by Will Boye
Charlotte Business JournalLink

Wachovia To Offer Health Accounts
September 14, 2007
by Will Boye
Orlando Business Journal Link • also picked up by The Biz Journals in Orlando, Boston, Philadelphia, Birmingham, Dayton, East Bay, Jacksonville, Nashville, Milwaukee, Sacramento, Memphis, Cicinnati, Austin, Dallas, Pittsburgh, Baltimore, Houston, San Antonio, Twin Cities, Tampa Bay, Charlotte, Kansas City among other cities.

Government & Law: Mandatory Health Insurance
September 20, 2007
Profnet WireLink

Are Health Insurers Penalizing Women?
September 19, 2007
by Market Watch
One of three lead stories on msn.comLink

ROUNDUP: Mandatory Health Insurance
September 20, 2007
News 4 – Channel 4 KRNV.comLink • also picked up by Kait8.com, Klfy.com and MarshBerry.com

Wanna' Toaster With Those Meds?

September 24, 2007
by Susan Kelly
FinancialWeekLink

There’s No Business Like Shoe Business
September, 2007
By Jene’ Luciani
DanceRetailerNews.comLink

New Resource Tells Business Owners How to Build An Effective Workforce
October 10, 2007
PrimeNewswire - The Gevity Answer Book Link • also picked up by Finance.abc7news.com, and PodCast.Streetiq.com

Wachovia Pitches HSAs for Retirees
November 1, 2007
by Howard J. Stock  
UpFront NewsLink

Medical-Billing Technology Lags HSA Growth, Industry Experts Say
December 12, 2007
by Gary S. Mogel
InvestmentNewsLink

Five Lessons Learned In 2007, Being Applied in 2008
December, 2007
Small Business DigestLink

Banks Gearing Up For Health Savings Account Boon
December 4, 2007
by Jonathan G. Bethely, AMNews staff
CO HSA Health Savings Account Information, ServicesLink

Add a Health Plan
by Peter Fretty
LowesForPros.comLink

Make Your Cash Flow Last
by John Mulligan
LowesForPros.comLink

The '10 Commandments' for Home Based Businesses
Cruize News EditionLink

Can Health Savings Accounts Keep Your Employees – and Your Books – Healthy?
by W. Eric Martin
MasterCard – Business Essentials LibraryLink

Comparison of CDHC, Non-CDHC Healthcare Insurance Users Shows Some Differences
Ehealthmax.comLink

Health Savings Account Deduction
By William Perez
About.comLink

Consumer-Driven Healthcare Plans
By John Rossheim
Monster Career AdviceLink

Understanding High-Deductible Health Plans
Bankrate.comLink

Are Health Savings Accounts Good Medicine?
MSNBC InteractiveLink

Columns

ProducersWeb.com

Recent articles:
(12/18/07)   The locally-based client/agent/broker relationship...
(10/26/07)   CIGNA study reveals lessons, opportunities for agents...
(09/27/07)   Steering account custodial business to financial instit...
(08/08/07)   Is the HSA marketplace an ally or competitor?
(06/26/07)   Wellness programs can help agent/brokers sell more...
(06/04/07)   Longer terms, less churn, larger commissions
(05/08/07)   Mandated health care insurance to drain $2 billion
(03/26/07)   Employees distrustful of agent/broker efforts
(03/09/07)   2007 is the year to decide if you’ll sell CDH plans
(01/02/07)   Are agents getting a bad rap?


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