About
Leadership
Sherrill Morgan began his journey in the life insurance and estate planning business 50 years ago. Our company was originally founded as Sherrill D. Morgan and Associates, Inc, though the name has since changed to SHERRILL MORGAN. Sherrill has built his business from the ground up, focusing on building and growing relationships with his clients. As business grew and his clients' needs expanded, Sherrill began moving the company in the direction of employee benefits. Our firm now has a robust group benefits division in addition to the individual benefits division that Sherrill still manages. His son, Mark Morgan, and his daughter, Valerie Morgan-Saunders, have also joined him in the industry and focus on the group benefits division.
Today, Sherrill is an active member in our community helping to fundraise for numerous causes through his involvement with the Rotary Club and with his local community church. He has served as a past district governor for the International Rotary Club and President of the Covington Rotary Club. Sherrill still maintains a strong presence in the Rotary Club of Covington, KY.
In his 30 years at SHERRILL MORGAN, Mark has accumulated a wealth of experience in establishing and managing employee benefit plans. As the founder of SHERRILL MORGAN’s group health division, he paved the way in developing a systematic approach to healthcare benefits for governmental clients and has personally managed over 150 of them. He is a licensed Agent and Consultant and per SHERRILL MORGAN policy, is up to date on the latest healthcare rules and regulations. Understanding that an innovative approach is necessary to stay ahead in the healthcare industry, Mark has helped SHERRILL MORGAN to develop its partial self-funding division which allows employers (especially government agencies) to have a measure of control over their healthcare costs.
Mark is a leading proponent for transparency in healthcare costs and is regularly invited to speak at human resource conventions on health benefits and health care reform. Mark is also an active community supporter having served on the Boards of numerous organizations including Kids Helping Kids, the Steinford Toy Foundation, and Kentucky Health Purchasing.
Mike has been with SHERRILL MORGAN for more than 20 years and has been instrumental in developing the company's fully insured and small group divisions. He has been a driving force for groups to implement new cost cutting solutions such as pooling and small group self-funding. As a licensed Agent and Consultant, Mike has extensive health insurance knowledge of claims issues, state laws and guidelines, and customer service. Mike is regularly sought to be a speaker on topics such as community rating, collaborative health plans, and innovative plan design options.
Mike is also an active member in the health care industry having served on several insurance company advisory boards and on several state advisory panels including the Insurance Coverage Affordability and Relief program in Kentucky. He has also been an advocate for transparency with pricing of drugs and services in the industry and practices that transparency as one of SHERRILL MORGAN's core values.