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Aaron Loan

Principal/Senior Advisor

Aaron has over 12 years of experience in the health, life, disability, dental and vision markets. He works to help guide his clients as they develop a wide range of employee benefit plans and specializes in alternative funding strategies for employers with union and/or non-union employees. Growing up in a family business, Aaron understands the value of having long-term, productive employees as well as a proactive, trusted advisor.

Education:

BA from Wartburg College

Credentials:

  • Member of the National Association of Health Underwriters (NAHU)
  • Member of the Iowa Association of Health Underwriters (IAHU)
  • CLU from the American College of Financial Services
  • Club President 2017-2018, Rotary Club of Cedar Rapids, Metro North
  • Leadership for Five Seasons Class of 2018
  • Past Board Chairman, Murals and More (The Cedar Rapids Art Trail)
  • Currently in process of attaining the Certified Employee Benefit Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans (IFEBP) and the Wharton School of Business
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