North Carolina Association of Health Underwriters

A professional association of health insurance professionals

Serving the health insurance needs of individuals and employers.


The North Carolina Association of Health Underwriters (NAHU) is a a (501)(c)(6) nonprofit professional association of health insurance agents and brokers serving the life, health and other associated insurance needs of individual consumers and business of North Carolina.
The objectives of this Association shall be:
  • To promote the common business interests of those engaged in health, disability and related insurance products and services management.
  • To advance public knowledge for the need and benefit of health, disability and related insurance products and services.
  • To promote the adoption and application of high standards of ethical conduct in the health, disability and related insurance industries.
  • To provide and promote a program of continuing education and self-improvement for Association members.
  • To increase the knowledge and principles, functions and applications of health, disability and related insurance products and services.
  • To promote education, legislation, regulation and practices which are in the best interest of the health, disability and related insurance industry and the insuring public.
  • To encourage adequate protection against the hazards of disability as part of a well rounded insurance program.
  • To do such other things and to carry out such other programs so as to further the purposes of the National Association of Health Underwriters.
The Association and its members recognize an obligation to present accurately, honestly and completely every fact essential to the client's decision as expressed in the National Association of Health Underwriters Code of Ethics which is considered a part of these bylaws.


Charlotte AHU

Serving the Charlotte NC metro area.

Coastal AHU

Serving the Coastal Carolina Wilmington NC area.

Triad AHU

Serving the Piedmont Triad NC (Greensboro, High Point, Winston-Salem) metro area.

Triangle AHU

Serving the Triangle NC (Raleigh, Durham, Chapel Hill) metro area.

Western AHU

Serving the Western NC (Asheville) area.

Western Piedmont AHU

Serving the Western Piedmont (Hickory) NC area.


  • PO Box 38905, Greensboro 27438

Annual Summary

Annual summary of NCAHU activities and accomplishments.

Membership Survey

NCAHU Membership Survey

NAHU Educational Foundation

NAHU Educational Foundation
NAHU Education Foundation

Be a Member

NCAHU Membership Application/Dues

When you join NAHU you join NCAHU and a local chapter of your choice. Dues varies depending on which local chapter you join. See where your dues dollars go.

NAHU Membership Application .pdf

Local Chapter Name
Per Day!
CHARLOTTE (Charlotte NC)
COASTAL (Wilmington NC)
TRIAD (Greensboro, High Point, Winston-Salem, NC)
TRIANGLE (Raleigh, Durham, Chapel Hill NC)
WESTERN (Asheville NC)

Local chapter dues helps support your local chapter operational expenses such as advertising (i.e. websites), chapter events, and leadership development.

NCAHU dues helps support state-level operational expenses (i.e. websites, email marketing), state legislative advocacy at the state legislative,  regulatory advocacy at the NCDOI, state-level events, programs, initiatives, and leadership development.

NAHU dues helps support national operational expenses (i.e. websites), legislative advocacy on Capitol Hill, regulatory representation at various federal agencies, national and regional programs and initiatives.

Board of Directors

Andrew Kaiser


Broome Associated Insurance Agency P. O. Box 3858 Hickory, NC 28603

Dan Odorizzi

President-Elect/Symposium Chair

Partner at Parrott Insurance & Benefits 100 Bridle Boast Rd. Cary, NC 27519

Jim Rowley

Vice President/ Membership

Blue Cross Blue Shield of NC 102 Rayanne Court Apex, NC 27502

Chris Ross


Ross Insurance Solutions, LLC 11621 Glenn Abbey Way Suite 150 Charlotte, NC 28277

Wes Washel

Immediate Past President

White Insurance Agency, A Division of EbenConcepts P.O. Box 1310 Black Mountain, NC 28711

David Smith

Past President's Council

Ebenconcepts Company 915 Englewood Avenue Durham, NC 27701

Committee Chairs

David M. Block CLTC


Federal Law & Legislation

Read More

Nathaniel M. Smith, RHU

Vice Chair

NC General Assembly Action Committee

Read More

M. Hughes Waren Jr., RHU


NC General Assembly Action Committee

Read More

Sabrina Hanson


NCAHU Media Relations

Read More

Michael E. Matznick, CLU, RHU


Teri Gutierrez, LUTF, RHU


Antonio Gutierrez


NCAHU Technology

Read More

Jerod S. Cohen


Professional Development

Read More

Kimberly Bellflower Spell


NAHU VanGuard Council

Read More


Modified April 2010

Bylaws are the rules that govern the internal management of our organization. 


Policy & Procedures

Modified July 2018

Policies and Procedures provide a uniform method of operating the chapter.


Strategic Plan

2018-19 Strategic Plan

 Coming soon!

Financial Reports

Budget & Financial Reports

2018 YE P&L_NCAHU.pdf

NCAHU_Budget FY_2018_approved.pdf

Reports are available to members. Email for the password.

NAHU Awards

NAHU Landmark Awards

2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004, 2002, 2001, 1999, 1998, 1997, 1995, 1994.

NAHU Blue Ribbon of Excellence Awards

2014, 2013, 2011.

NAHU Presidential Citation Awards

2010 M. Hughes Warren Jr. RHU.

NAHU State Website of the Year Award

2013, 2011, 2009, 2008, 2007.

NAHU Media Relations Awards

2015, 2014, 2013, 2008, 2005.

NAHU Excellence in Public Speaking Award - William G. Wetzel Award

2011 David C. Smith

NAHU Gordan Memorial Award

2018 David C. Smith

NAHU Emerging Leader Award

2008 Liz Gutierrez-Gallops, MEd

NAHU Triple Crown Award

NCAHU Awards

The Spirit of NCAHU Award

2016 Carol J Matznick, Executive Director, NCAHU
2008 The Honorable James E. "Jim" Long, NC Insurance Commissioner

NCAHU Blue Ribbon of Excellence Awards


2017 Antonio Gutierrez

2016 No Receipient

2015 M. Hughes Waren Jr. RHU
2014 David Smith
2013 Tim Walsh
2012 Jonny Lee Dawkins
2011 Ken Sherlin
2010 Johnny Dawkins
2009 Chris Harrison
2008 David L. Moore, CLU
2007 Mel Schlesinger, REBC, RHU, CGMC
2006 John S. "Chip" Huffstetler, Jr.
2005 Kimberly C. Martin, RHU, PHC
2004 J.J. Summerell, Jr., CLU, RHU
2003 James R. "Jim" Mozingo, MBA
2002 no recipient
2001 Carol Matznick
2000 Brian Sowers, CHC, RHU
1999 William J. "Bill" Brannon, CLU, CPCU, MBA
1998 Bynum r. Tuttle, Jr.
1997 Doug Young
1996 Michael E. Matznick, CLU, RHU
1995 Terri Pritchard, CSA
1994 Rufus B. Langley, CLU, RHU, ChFC, MSFS
1993 Graham Blanton, CLU, ChFC
1992 Federick W. Joyner

NCAHU Member of the Year Award

2015 no recipient
2014 no recipient
2013 David Smith
2012 no recipient
2011 Sharon Robbins, Teresa Gutierrez, LUTCF
2009 David Block
2008 M. Hughes Warren Jr.
2007 Phyllis Sweezy, Debbie McRary
2006 Chad Blankenburg, RHU
2005 David C. Smith, M. Hughes Warren Jr., RHU
2004 Chris Harrison
2003 David Moore

NCAHU Spark Plug Awards

2015 no recipient
2014 no recipient
2013 Jeff Cloer
2012 no recipient
2011 Carol Pennington
2010 Dan Conrad
2009 Blake Spell
2008 Teresa Gutierrez, LUTCF
2007 Antonio Gutierrez
2006 Debbie McRary
2005 no recipient
2004 Marcy Meyers, Cindy Connor
2003 no recipient

NCAHU Honor Council

NCAHU Honor Council Application (doc)
Kay Schmitt
Nick Ogden
Johnny Dawkins III
Phyllis M. Sweezy
David C. Smith
Kenneth S. Schaper, RHU, REBC
Carol Matznick
M. Hughes Warren Jr. RHU.
Tim Walsh
Walter r. Powers
David R. Moore, CLU
A. Watts Huckabee Sr.
Eddie Icard, CLU
Kenneth Sherlin, III., LUTCF, CLTC
Tiffany Chapman
Thomas E. Snell, JD., CLU, CLFU, RHU, REBC
Tracy Mozingo
Chris Harrison
James Deese
Antonio Gutierrez
Teresa Gutierrez
Michael A. Norris
Debbie McRary
Leslie McMillian
Charles N. Lineberger, CLU, CEBS
Chad V. Blankenburg, RHU
Debbie L. Gunn
Pam W. Wright
Rufus N. Langley, CLU, RHU, ChFC


NCAHU Newsletters

Coming soon!


NAHU Leading Producer Round Table Qualification Information

The Leading Producers Round Table (LPRT) formed in 1942 to recognize the successful underwriters of accident and health insurance. Today, the LPRT committee is committed to making LPRT the premier program for top health, disability, long-term care and worksite marketing insurance producers, carrier reps, carrier management, and general agency/agency managers.

Learn more...

Speakers Bureau

Speakers Bureau 

Our members are experts in a variety of insurance topics. Contact them directly about the insurance topic you are interested in and schedule a date, time and location.



David Contorno
Founder, E Powered Benefit
LinkedIn Profile...
PPACA, Self-Funding, Large Group,
David C. Smith JD, REBC,
Vice President of Compliance & Risk Management, Ebenconcepts Company
LinkedIn Profile...
PPACA, BAM, Self-Funding, HIPAA, Wellness
Thomas E. Snell JD, CLU, ChFC, REBC, RHU
Principal, OneDigital
LinkedIn Profile...
PPACA, Self-Funding,

Vision & Misson

NCAHU Vision

Every American will have access to private sector solutions for health insurance and other related products and services of insurance professionals.

NCAHU Mission

The mission of NCAHU is to improve its members' ability to meet the health insurance and other related products and services needs of all Americans through education, advocacy and professional development.

NCAHU Code of Ethics

  • To hold the selling, servicing and administration of health insurance and related products and services as a profession and public trust and do all in my power to maintain its prestige.
  • To keep paramount the needs of those who I serve.
  • To respect my clients' trust in me, and to never do anything that would betray their trust and confidence.
  • To give all service possible when service is needed.
  • to present policies factually and accurately, providing all information necessary to ensure the sound insurance coverage of the public I serve.
  • To use no advertisingg that I know may be false of misleading.
  • To consider the sale, service and administration of health insurance and related products and services as a career, to know and abide by the laws of any jurisdiction Federal or State in which I practice, and seek constantly to increase my knowledge and improve my ability to meet the needs of my client.
  • To be fair and just to my competitors, and to engage in no practices that my reflect unfavorably on myself or my industry.
  • To treat prospects, clients and companies fairly by submitting applications which reveal all available information pertinent to writing a policy.
  • To extend honor and professional conduct t my clients, associates, fellow agents and brokers and the company or companies whose products I represent.

Strategic Plan

2018-19 NCAHU Strategic Plan

Coming soon!

Legislative Reports

Legislative Reports

Coming soon!

Political Action

North Carolina Association Health Underwriters Political Action Committee (NCPAC) 

The mission of NCPAC is to raise funds from NCAHU members to support the political campaigns of candidates for state offices who believe in private sector solutions for the health and financial security of all citizens of North Carolina.
NCPAC Contribution Form.pdf

Teri Gutierrez, LUTCF, RHU
Parrott Insurance

Health Underwriters Political Action Committee (HUPAC)

The mission of HUPAC is to raise funds from NAHU members to support the political campaigns of candidates for federal offices who believe in private sector solutions for the health and financial security of all Americans.

Mike Matznick, CLU, RHU
EbenConcepts Company
(336) 288-1182 

Professional Development

Professional Development
Earning the Registered Employee Benefits Consultant® (REBC®) designation elevates your credibility as a professional. The field of employee benefits continues to evolve rapidly. A year does not go by without new government regulations, new or modified coverages, and new techniques for controlling benefit costs. Lean more...

2019 NCSymposium

2019 NCSymposium
The 30th Annual Symposium & State Capitol Conference
March 31 to April 2, 2019
JOIN US for what has become the premier gathering of health insurance professionals, not only in our state but across the country. Attendees include over 600 brokers, agents, consultants and carrier representatives. This NCAHU Symposium is one of the most organized, well attended and having some of the most informative speakers of any Symposium nationwide. One of the most important aspects of Symposium is giving our agent and broker community the chance to meet and gather information from the many carriers and technology companies that service the benefit insurance market. The focus will be to introduce the many technological tools needed to transform and assist our brokers and their agencies to meet the needs of today's marketplace.

NCAHU Calendar