Benefit Strategies That Work

Greg Dattilo, CFP, CEBS

2009 Minnesota Association of Health Underwriters’ John J. Symanitz Award Winner

 

Since 1975, Greg Dattilo has served as an employee benefits consultant offering health insurance coverage to thousands of Americans. He is the founder and Chief Executive Officer of two successful health benefit firms. 

A Certified Financial Planner, Dattilo earned the designation of Certified Employee Benefits Specialist (CEBS) in 1993 from the University of Pennsylvania's Wharton School of Business. Dattilo was named a Fellow of the International Society of Certified Employee Benefits Specialists in 1995.

Dattilo earned a bachelor's degree at the University of Wisconsin-Stout, Menomonie, Wisconsin. 

A frequent lecturer on insurance and health care issues, Greg is the chief executive officer of Dattilo Consulting, Inc., and ClientServ, LLC, both located in Minneapolis, Minnesota. Dattilo Consulting offers comprehensive benefits planning services to a wide range of companies and organizations, while ClientServ provides support and administrative services to Dattilo Consulting and other benefits firms.

Dattilo is recognized as an industry innovator. In 2001, he created a unique insurance application form, which allows users to access multiple insurance companies with one application form, and it has since become the industry standard in Minnesota. The objective of these innovations is to increase competition, reduce costs and improve the quality of U.S. health care.

In 2010, the Minnesota Association of Health Underwriters (MAHU) elected Dattilo as the Incoming President. He also has served as the Chair of MAHU’s Legislative Committee for 2009-2010. He is a member of the National Association of Insurance and Financial Advisors, and the National Association of Health Underwriters. 

Greg is the co-author of four national books about the U.S. health care system (with more than 150,000 in print): Your Health Matters: What you need to know about US health care (2006), FACTS: Not Fiction, What really ails the U.S. health care system (2007), Why health care costs so much: The Solution-Consumers (2009), and Why health care costs so much: Governments’ Real Role (2010).

Greg has been married for more than 30 years, with three children and one grandchild. The Dattilos live in Chanhassen, Minnesota.