News > Greg Carlton, CLU, ChFC, RHU, ChHC

Greg Carlton, CLU, ChFC, RHU, ChHC
Peel & Holland’s high performance professionals serve clients with innovative strategies in managing insurance plans, strategic risk consulting, employee benefits, human resources, plan compliance, and wellness programs. Greg, as Senior Vice-President, leads the benefits and wellness unit at Peel & Holland with marketing, consulting, compliance, and strategic risk and benefits management.

Greg is an author, speaker and noted expert on employee benefits, health risk, health reform and consumer-driven health design. With more than 30 years of experience in insurance and financial services, he consults and presents to clients and professional associations, providing expertise on driving innovation and strategic planning, that result in lowering costs-of-risk and improving profits while making clients more attractive employers.

Greg has his bachelor of independent studies in administrative sciences from Murray State University and has earned a number of advanced professional designations from The American College including Chartered Life Underwriter®, Chartered Financial Consultant®, Registered Health Underwriter®, and Chartered Health Consultant™. These designations represent a life-long commitment in service to clients while remaining rooted in continuing education, ethics, and making a professional pledge to deliver quality, innovative, client-centric solutions in health risk management, financial planning, and risk advisory services.

Greg and his family are actively involved in a variety of mission and outreach programs, locally and internationally.

Articles written by Greg Carlton, CLU, ChFC, RHU, ChHC


IRS Releases Guidance on Wellness Programs & "Affordability" under the Employer Mandate

New Documents Regarding Recent DOMA Decision Available on P&H University

July 2013
On June 26, 2013, the U.S. Supreme Court ruled that the federal government will generally recognize same-sex spouses as married for purposes of federal laws, protections and obligations. In response to this, we have made available two documents that outline what this decision means for your business.

Play or Pay Delayed Until 2015

July 2013
On July 2, 2013 the Obama Administration announced that it would delay the penalty and reporting provisions of the ACA’s employer mandate (also known as “Play or Pay”) until 2015.

New Resource Available: Benefits Planning & Health Reform in 2014

July 2013
A new document has been added to Peel & Holland University: Inform on Reform. The document entitled "On the Radar...Benefits Planning & Health Reform in 2014" is intended to offer general guidance and strategy in preparation for the upcoming year.

IRS provides Q&A for Patient Centered Outcomes Research Institute (PCORI) fee

June 2013
The IRS offered a question & answer page on its website to help address the various PCORI questions.

IRS Revises Form 720 for PCOR Fee Reporting

June 2013
The IRS recently published a revised version of Form 720 to include the fee owed to fund the Patient-Centered Outcomes Research (PCOR) Institute. The annual PCOR fee deadline is July 31 of the year following the calendar year in which the applicable policy or plan year ended.

IRS Releases Guidance on Wellness Programs & "Affordability" under the Employer Mandate

May 2013
On May 3, 2013, the IRS released proposed regulations on certain provisions relating to the federal premium tax credits that eligible individuals will use to purchase subsidized health insurance coverage from public exchanges starting in 2014.