LIVE from the GNFCC Grand Opening Celebration: Jerry Orlans, BIS Benefits, and Anthony Chen, Lighthouse Financial (North Fulton Business Radio, Episode 516)
Two Greater North Fulton Chamber Diplomats, Jerry Orlans of BIS Benefits and Anthony Chen of Lighthouse Financial, sat down with host John Ray LIVE at the Grand Opening Celebration of GNFCC’s new offices at Avalon. Jerry and Anthony discussed their respective businesses, the work they do as Diplomats to orient new Chamber members, and more.
This show was originally broadcast live from the Grand Opening celebration and ribbon cutting of the new offices of the Greater North Fulton Chamber of Commerce at the 10000 Building at Avalon in Alpharetta, Georgia, on August 18, 2022.
Employee benefits and insurance for your business or non-profit organization can be a maze—especially with healthcare reform and compliance. You need a trusted advisor.
One with the experience and knowledge to structure a strategic insurance and employee benefit plan that’s cost-effective yet works to keep your employees healthy, productive and satisfied. Instead of cookie-cutter offerings, you want customized options. A team of benefits experts providing the latest technology solutions to help you save time and increase communication with your employees. Your search has led you to the right place: BIS Benefits.
Jerry Orlans, Consultant, BIS Benefits
Jerry is President of RBC Benefits, Inc., and a recognized expert in employee benefits administration for small to mid-sized companies. He has over 35 years of industry experience and attributes his continued success to placing his clients’ needs first and foremost.
In 2013 Jerry connected with Ray Bachman and BIS Benefits, Inc., in a strategic partnership for the benefit of their clients. Jerry is now a consultant working with BIS Benefits. Jerry and Ray offer almost 80 years of combined experience in the Employee Benefits arena.
Prior to starting RBC Benefits, Inc., he served as Regional Director for a National Brokerage and Consulting firm and as a Regional Sales Manager for two major national insurance companies. He has supported small, medium and large employers by consulting in all areas of employee benefits. His expertise covers health care, including self-funded health plans, dental and vision benefits, long-and-short term disability and 401(k) retirement and profit sharing plans.
Jerry is currently serving his fifth term as an elected City Councilman in Roswell, Georgia. He served nine years on the Board of Directors of North Fulton Regional Hospital and rotated off in January of 2011. He has previously served on the Boards of North Fulton Community Foundation, the Rotary Club of Roswell, and the North Fulton YMCA. He is a member of the National Association of Health Underwriters and keeps abreast of legislative issues impacting his clients. Additionally, he is actively involved in the North Fulton Chamber of Commerce and the Roswell Rotary Club. In recognition of his leadership in the community, he was invited by the Atlanta Regional Commission to participate in the Regional Leadership program in 1997.
Jerry graduated from Wayne State University in Detroit, Michigan with a degree in Finance. He obtained the designation of FLMI (Fellow Life Management Institute) from LOMA. LOMA (Life Office Management Association) has set the standard in Insurance education for over 70 years.
Lighthouse Financial Network
Lighthouse Financial Network is affiliated with Royal Alliance Associates, Inc. member FINRA/SIPC. The firm is located in Melville, NY and has an additional 14 affiliated offices located throughout the nation. They provide financial guidance to clients across the country, each with unique financial needs.
Lighthouse is comprised of a dedicated group of professionals, with high core values and extensive experience in finance, insurance, and money management. Many of its advisors have attained advanced degrees and professional designations to enhance their ability to best represent you to make certain that they meet your needs effectively. Their advisors are responsible for understanding your financial picture, applying a comprehensive strategy, and providing the appropriate resources to help meet your goals and objectives.
Anthony Chen, Investment Advisor Representative, Lighthouse Financial Network, and Host of Family Business Radio
Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance.
Anthony is also the host of Family Business Radio. His show features family business owners and the advisors who assist them in their journey. The show archive can be found here.
Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.
Questions and Topics in the Interview:
- Jerry’s work at BIS Benefits
- Anthony Chen’s work as a Financial Advisor
- GNFCC Chamber Diplomats
North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.
Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.
Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.