Want to get the Foundation 3 each week?
March 12th
The highlights:
Be prepared for harassment claims. Need a checklist?
The DOL doesn't play. $1.4B in fines in 2025.
A common mistake when the right kind is insurance the most.
Why you should watch?
When enrolling each year your employees can make the wrong decision and carry too much risk. It’s a great idea until this mistake comes to fruition when you need the most help.
Register for Compliance and Cocktails
March 27th @ 2:30 in Waco
March 5th
The highlights:
Cash is still king!
The "Hamburglar" makes an appearance. What? Why?
A big mistake when naming a beneficiary.
Register for Compliance and Cocktails on the 27th.
Why you should watch?
Though I have been an insurance agent for over 20 years I learned something a couple of weeks ago I never knew or even considered. It has changed the way that I will enroll employees form now on.
February 26th
The highlights:
Everything is set. Get the plan.
Why do claims take so long?
Don't give it to the wrong beneficiary.
Why you should watch?
We are hosting our first event and it will be worth your time.
Only have room for 50 people.
Make sure to get the registration QR code in the video.
February 19th
The highlights:
PBM Reform. A step in the right direction.
Stopping the "cattle call" enrollments
Access to the expert.
Why you should watch?
Foundation Benefits for the first time is bringing in a speaker.
Who is it?
What are we going to talk about?
Watch the video!
PBM Reform
February 12th
The highlights:
Rethinking Talent Allocation.
Fix Broken Benefits: consider all the options.
What is good for the goose... See DPC in Action.
Why you should watch?
Where you put your best people seems obvious. But maybe the most obvious place is the wrong place.
February 5th
The highlights:
What is a captive medical plan?
3 strategies that can help control your medical costs?
Of course it wasn't all work. Check out our adventure.
Why you should watch?
Spent a few days in Phoenix at the Roundstone Captive Summit. We believe that utilizing captives as your strategy to control healthcare cost is a great one. Its just like the P&C Insurance model, just for your medical benefit! Take a few minutes and see.
Watch the 5 minute teaser.
The full 25 minute interview here.
January 29th
The 5th Thursday Interview
Why you should watch?
We’re excited to kick off our new 5th Thursday series with our first guest, Crystal Wilde.
As the CHRO for Brazos River Authority, Crystal brings deep HR expertise and real-world leadership insight. This 5-minute teaser interview offers a glimpse into her experience and perspective—and it’s just enough to leave you wanting more. From the start, it’s clear why she was the perfect choice to kick off this series.
January 22nd
The highlights:
HR trends to be looking for in 2026.
Need some help with 1094 & 1095s
Quick hint about the guest for next week's 5th Thursday premier.
Why you should watch?
There are 2 particular trends to be paying attention 2 in 2026.
January 15th
The highlights:
#1 important! All the compliance dates you need for 2026 in one place.
New laws in 2026 for health plans.
These 4 questions. Are you willing to know the answers.
Why you should watch?
I asked everyone at the agency 4 questions. Now we have our KPIs and now we start working measuring and attacking them as goals.
January 8th
The highlights:
We have made it easier to watch the videos. NO need to now log into Loom.
Who will be the weekly presenters?
Something special on the 5th Thursday of each month.
Why you should watch.
Never a bad thing to shake it up and evolve. So we have. Letting you know what to expect in 2026.
Excited to share with you these changes.