JOEL RAY - TERRY TULLO - MARTI POWLES - SHARON COATS
WAYNE ORCHARD - KENDA HOFFMAN - MIKE VANCE - BILL GIBSON
DULCE VELASQUEZ - JEFF EDWARDS - KENNY SIMMEL
ROBERT MORFIN - STEPHANIE WHELAN - BOB BROWER
JOEL RAY - CHAIRMAN AND CEO
Joel Ray, Chairman and CEO of New Benefits, began his career in the healthcare field upon graduation from the University of Texas in 1974. In 1990, after a 16 year career in the wholesale optical manufacturing business, Joel parlayed his optical experience into developing the nation’s premier discount vision plan - Coast to Coast Vision. Building on the formula of saving consumers money on their optical purchases via a membership card, New Benefits over the years created provider networks such as UHS chiropractic or contracted with nationally recognized networks such as Aetna Dental to offer additional money saving medical programs. Today New Benefits offers over 30 discount medical and lifestyle benefits to associations, insurance companies, employers, consulting firms, TPA’s and credit unions. A visionary in his field, Joel has invested in ground breaking variable data print-on-demand technology, full service administration, an insurance agency and TPA licensed in 50 states and most recently an acquisition of miQuotes.com – an on-line quoting engine for Life, Health, Auto and Homeowner’s insurance with patent pending technology that will streamline insurance product offerings in the new age of Consumer Drive Health Care.
TERRY TULLO - PRESIDENT
After 11 years with Xerox, 7 years with Apple, and a two year stint as Executive Director of a 35,000 member non-profit association, Terry Tullo joined New Benefits in 1995 and was promoted to President in February of 2000. Terry takes a hands-on approach in the development of the people as well as the products and services she represents. She actively promotes the company's distinguished culture and unsurpassed capabilities through speaking engagements and numerous published articles. With the April '07 acquisition of miQuotes.com (an Internet insurance quoting and enrollment engine), in addition to New Benefits' already existing TPA, insurance agency and consumer association, Terry is committed to positioning the New Benefits platform as the fully integrated single source solution for discount and insurance benefits. She is passionate about delivering flexibility and responsiveness and is best known for creating and implementing the acclaimed quarterly "Dare to Dazzle" program that teaches the practical and philosophical aspects of how to "Wow!" clients and members every time.
MARTI POWLES-SENIOR VICE PRESIDENT OF OPERATIONS
Marti joined New Benefits in 1993. She has experience working in public accounting and managing the accounting department for a building company. Prior to New Benefits, Marti worked for an association management company where her main responsibilities were computer databases, graphic design, commissions, accounting, payroll, financial statements and tax preparation functions for a national small business organization. Over the years, her responsibilities have included overseeing a department of systems analysts, programmers and data processing personnel. Marti created innovative and client-friendly membership eligibility and fulfillment processes. As Senior VP of Operations, her overall responsibility at New Benefits is to ensure seamless integration between departments, overseeing all operations of the company and develop infrastructure and processes to support the strategic plans created by the Senior VP of Business Development. Additionally, she interrelates with clients and vendors with regards to transmission and processing membership eligibility, reporting and accounting systems.
SHARON COATS-SENIOR VICE PRESIDENT OF SALES AND BUSINESS DEVELOPMENT
Sharon joined New Benefits in August 2007. She started her career as an independent insurance agent selling door to door and later joined Northwestern Mutual where she earned the Bronze Award and also qualified for Million Dollar Round Table. Sharon relocated to Dallas, Texas, where she took a supervisory position with Great Southern Life. Having always wanted to impact sales and marketing at a higher level, she joined AIG Life Brokerage in 1991. Through her 16 years of service she held several positions, most recently as Regional Vice President. Sharon attained her CLU (Chartered Life Underwriter) designation in 2003. She has an Associate designation through LOMA (Life Management Institute) and belongs to the Society of FSP (Finance Service Professionals). As Senior VP of Sales and Business Development, she heads up the sales, product development and client services functions. As a strategic thinker, experienced insurance sales leader and partnership builder, Sharon knows how to put business on the books. Her number one focus is to grow revenue through our internal and external sales efforts, bring innovative products to market and build stronger, more rewarding relationships with our clients. Her track record is based on enterprise engagement, relationships and adapting to change.
WAYNE ORCHARD-VICE PRESIDENT OF VENDOR RELATIONS AND NEW PRODUCT DEVELOPMENT
Wayne joined New Benefits in August 2000. Previously, Wayne served as the Call Center General Manager for a National Resort Marketing company with over 250 employees. He has managed service departments ranging from Merchant Credit Services to Telephone Long Distance. He oversees all aspects of the Product Development Department, CDAoA, insurance products, and coordination of miQuotes. He is also responsible for the research and development of new products to bring to market. Wayne develops strong business relationships with each vendor to make sure that they continue to provide the level of services New Benefits expects. He has a strong commitment to service to ensure consumer/member satisfaction by negotiating the best price and best value.
KENDA HOFFMAN - VICE PRESIDENT OF MARKETING AND CREATIVE SERVICES
 Kenda joined New Benefits in April 2002. Prior to New Benefits, she was an Independent Contractor assisting clients in all facets of their business, including advertising, media buying, accounting, network administration, and customer relations. Formerly, Kenda worked for Shelton Communications and the National Business Association. As Events Manager at Shelton, she coordinated and marketed events such as annual trade shows, awards dinners, technical workshops and board meetings. As the Director of Marketing for the National Business Association, she was responsible for all internal and external marketing and communications including: developing, writing, designing and producing marketing materials. Kenda earned a BA degree in Journalism and Radio/TV/Film from Baylor University. Kenda places the emphasis on a positive client experience long after closing the sale. She sets the bar in nurturing relationships and ensuring that quality is pervasive in every aspect of group set up and implementation. As VP of Marketing and Creative Services, her primary responsibilities include creating and overseeing PR campaigns, sales presentations, website development, reseller/client communications, marketing and fulfillment materials as well as the coordination of client requirements for program implementation.
MIKE VANCE - VICE PRESIDENT OF FULFILLMENT AND DISTRIBUTION
 Mike joined New Benefits in 1993. Mike has over 25 years of experience in the retail industry as President and sole stock-holder of a furniture and appliance store. Prior to joining New Benefits, he was National Marketing Director for Tara Systems, Inc., responsible for overseeing benefit package sales and association membership fulfillment to large organizations including the American Small Business Association. Mike focuses on growing the unique fulfillment business offering the ultimate in flexibility, design and customization. He is committed to providing the fastest membership kit turnaround time in the industry; he ensures membership kits are produced and mailed within three to five business days from the time New Benefits receives eligibility. His years of experience and in-depth understanding of the ancillary benefit market have played a major role in the growth and prosperity of New Benefits.
BILL GIBSON - VICE PRESIDENT OF NEW BUSINESS SALES
 Bill joined New Benefits as Director of Sales in June 2003. Prior to his arrival at New Benefits, Bill was Executive Vice President of a national PPO where he was responsible for Sales and Operations. Formerly, Bill worked for the Sandestin Beach and Golf Resort as Director of Operations and also spent seven years in Administration with St. Mary’s Health System, Inc. in Tennessee. Bill is a retired Captain from the United States Air Force where he spent 21 years as an enlisted and commissioned member of the service. His last assignment as a member of the USAF was as Squadron Commander, RAF Lakenheath in England. Bill earned his Bachelor of Science Degree from Southwest Texas State University and his Master of Science Degree from the University of Tennessee. In his capacity, his primary focus is to develop new business opportunities within existing and new distribution channels. Bill is also charged with creating and implementing a corporate strategy to sell New Benefits’ state-of-the-art, print on demand fulfillment services. Along with his sales team, Bill executes the launch of new accounts while continuing to monitor and track the progress of existing clients. His primary goal is to ensure the client(s) expectations are met by providing exceptional pre and post sales support.
DULCE VELASQUEZ - VICE PRESIDENT OF CLIENT SERVICES
 Dulce joined New Benefits in December 1999 as a Member Services Representative. Over the years, she has received numerous promotions, and was named Director of Member Services in April of 2004. As VP of Client Services, along with her team of account executives, Dulce coordinates and executes the launch of new accounts while continuing to monitor and track the progress of existing clients. Her hands on approach, extensive knowledge of the business and relentless commitment to providing the optimum member experience, result in dazzling service every time we assist a client. Dulce embraces the very essence of what sets New Benefits apart by maintaining a service driven client services department which responds to client requests without compromising our rigorous customer service standards. She created and implemented the VIP Client Desk which provides proactive client interface to nurture client relationships and ensure efficient group setup by personal guidance of each client through the process.
JEFF EDWARDS – VICE PRESIDENT OF FINANCE
 Jeff joined New Benefits in September 2005. He brings a wealth of knowledge from employment at Ernst & Young, i2 Technologies and McAfee, where he gained experience in a broad range of functional areas including accounting, finance and operations. His experience includes the creation, improvement and documentation of financial and operational processes and procedures in large publicly traded companies. He also consulted in many other industries, including oil and gas, manufacturing and retail. Jeff graduated Magna Cum Laude from Baylor University. He is a member of the Institute of Management Accountants and he is a Certified Management Accountant (CMA). As VP of Finance, he serves as the overall financial liaison to the company’s executives, coordinating the company’s financial communications and serving as the financial voice to the CEO and President. Jeff is also responsible for providing analytical guidance to the company’s management team as well as for creating and managing sophisticated financial models for such things as product pricing and job costing. Jeff also gathers and distills relevant information from both the company’s data stores and industry and marketing data, while also organizing, implementing and directing the company’s budgeting process. Additionally, Jeff oversees the preparation, execution and implementation of contractual paperwork and enforces compliance by all parties through contractual terms.
KENNY SIMMEL – VICE PRESIDENT OF INFORMATION TECHNOLOGY
 Kenny joined New Benefits as a Systems Programmer in April of 2002. In January of 2006 he was promoted to Director because of his initiative, dedication and leadership. Before joining the New Benefits, team Kenny worked for both Affiliated Computer Systems (ACS) and Brinks Home Security. He served as Vice President of Product Support at ACS and as an analyst at Brinks, working with a team to develop monitoring and customer service applications. Kenny earned his BA degree in Business Administration from the University of Texas at Dallas. As VP of Information Technology, Kenny and his team of programmers have developed and implemented essential, mission-critical systems programs to support the needs of our business. His project management skills and technology acumen have significantly contributed to the flexibility of New Benefits and allowed us to be more responsive to the individual needs of our clients. Kenny and his IT team continually work to position New Benefits for unlimited growth and expansion by migrating the internally developed applications to the .Net framework with SQL Server used for data storage. Kenny manages the programmers, network administrators, desktop support administrators, website coordinator and the Data Processing department and oversees the development of applications and data systems used throughout the company. He considers all angles when taking on a project and “do it right the first time” could be his motto.
ROBERT MORFIN – VICE PRESIDENT OF COMPLIANCE
 Robert joined New Benefits in March of 2004 as a Member Services Representative. In the fall of 2004, when various states and the NAIC began legislating the discount industry, Robert’s knowledge of the business, coupled with his previous experience working with state regulators, made him a natural fit to lead the newly created compliance department. Before joining New Benefits, Robert held project management positions where he reviewed, interpreted and implemented state regulations, established internal policies and procedures, and conducted procedural/programmatic and fiscal audits. He earned his BA degree in Business Administration from Barrington University. As VP of Compliance, Robert has created an efficient, proactive department to assist clients become compliant in the states where laws have been enacted. Further, he was instrumental in spearheading a collaborative effort with IT to bring an online resource to our resellers allowing them to view statutes and requirements by state. Daily, he reviews current and pending state legislature, industry developments and other areas pertinent to contractual and compliance obligations. Robert’s business acumen, professionalism, and analytical approach coupled with his meticulous organization and communication skills have helped create a department that is an invaluable asset to our clients.
STEPHANIE WHELAN – VICE PRESIDENT OF HUMAN RESOURCES
 Stephanie joined New Benefits in October of 2004 as the Human Resources Administrator. Because of her dedication to creating and launching new programs, researching new benefits and adding value to the New Benefits organization, she was quickly promoted to Manager and then to Director in January of 2006. Prior to joining New Benefits, Stephanie was the HR Director for a non-profit organization in New York where she developed strategic compensation plans, trained directors and managers on performance management, revised their employee handbook, coordinated new employee award programs and renegotiated health and other employee benefit contracts. She was an HR Specialist for Citigroup Asset Management. Stephanie earned her Bachelor of Fine Arts from Baylor University and undergoes continuing education through the Society of Human Resource Management. As VP of Human Resources, Stephanie is responsible for recruiting and retaining quality employees, assisting with employee relations, teaching managers how to coach for optimum performance and innovative ways to deal with human resource issues, researching and enhancing employee health benefits and incentives and payroll and 401k administration. She also oversees New Benefits’ corporate training, new hire orientation, “Dare to Dazzle,” and ongoing training programs. Stephanie has successfully implemented many meaningful employee benefit programs including “Lunch and Learn” for managers and refinement of our Performance and Feedback program. Her primary goal is to recognize, prioritize and balance the needs of business with business’ greatest asset…its people.
BOB BROWER - DIRECTOR OF AFFINITY MARKETING
 Bob joined New Benefits in February of 2007. Bob began his career as a Sales Supervisor with INA-Life, now Cigna. After several promotions, Bob and his family moved to the company home office in Philadelphia where he was appointed as a cooperate officer responsible for sales and marketing. In 1982, he moved to the Washington, D.C., area where he assumed the position of President and CEO of Capitol Insurance, an Independent Marketing Organization (IMO), specializing in executive compensation. In 1997, Bob founded Cooperative Care Planning Services LLC., a national marketing and distribution company, dedicated to implementing voluntary insurance programs to members of the National Rural Electric Cooperative Association (NRECA). Over the past two years, he has served as a consultant to a major insurance company and several national trade associations. With his years of experience and vast knowledge of the insurance benefits industry, we have opened an office in Washington, D.C., and Bob heads up this operation as Director of Affinity Marketing. In this position, Bob is responsible for the strategic direction of this newly created division and with our nation’s capitol as the backdrop, he will be instrumental in building and growing affinity relationships.
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