Want to get the Foundation 3 each week?
May 21st
The Highlights:
Many miles but you're worth it!
Why we believe those miles are worth it.
New Series: By the Numbers The stats that your employees measure your benefits package by.
Why you should watch?
Every year we are asked "How do my benefits match up?" So we are going to take a few weeks to walk you through not only what we see at Foundation Benefits, but how do you compare across the nation.
May 14th
The Highlights:
Captive 101: Hear about Davis's presentation at the Roundstone forum.
Owner-Proof Your Business: Succession planning and preparing. Are you ready?
Something Smart: 3 Quotes I heard in Chicago worth repeating.
Why you should watch?
Davis and Jonathan we asked to speak at 2 separate events. Hear what they spoke about. Maybe there is something you would like to discuss specifically. maybe its something you need ot also have a discussion about.
May 8th
Why you should watch?
This week we were in Dallas for the Roundstone Captive Forum. It was two days of learning. See what we took from it that may be helpful to you.
April 30th
Why you should watch?
When there is a 5th Thursday of a month we interview a smart guest.
Meet Cali Beeman. She is an employee benefits compliance genius. We discussed why compliance is hard and how not being prepared will get employers in a bind.
A short teaser.
Watch the full conversation.
April 23rd
The highlights:
~ Can we help you solve a general business challenges? Just ask.
~ Carriers are ditching physical cards. What's the plan now.
~ The transparency needed to protect your bottom line.
Why you should watch?
Vanessa joins in with a solution for not having your card. A typical problem with a really easy solution you already have!
April 16th
The highlights:
Taming AI: Protect you and your clients.
Decode Confusing Medical Bills: Stop guessing about your EOBs
Take Control of Your Insurance Dollars: Where can you get all your data?
Why you should watch?
Everyone is always talking AI. Boring!!
There are some real practical elements about AI should consider to make sure your business and you clients are protected.
April 9th
The highlights:
Helping with the tools to make hiring better.
Progressive Contributions strategy. Time to consider?
Data! What we get and how it matters: Level Funded
Why you should watch?
There is a lot that goes into bringing in a new hire and getting it right. So we talked about and provide some tools to help you out.
April 2nd
The highlights:
Problem 1: What does this really cost?
Problem 2: Can't you agree?
Data! What we get and how it matters: Fully Insured Plans.
Why you should watch?
Just because we are insurance agents doesn't mean we aren't frustrated with medical care. Our agent, Davis Carter, is struggling with a knee injury.
Listen to his story see if you can identify!
March 26th
The highlights:
This is the last time you'll be told.
27! Pay periods?
New Series- Data! What we get and how it matters.
Why you should watch?
If you pay on a BIWEEKLY schedule you probably will have
27 pay periods this year. Have a plan.
Click on or use QR code to register for Compliance and Cocktails
March 27th @ 2:30 in Waco
March 19th
The highlights:
2 ways to get smarter. See below.
Have you found your profit "denominator."
Stopping this common mistake when selecting the medical plan.
Why you should watch?
I am just about finished reading Good to Great by Jim Collins. The single most impactful idea he has discussed is knowing your business's profit denominator. Learn what it means and then figure it out.
Click or use QR code to register for Compliance and Cocktails
March 27th @ 2:30 in Waco
Click to register for Self Funding 101 w/ Davis Carter.
March 19th @ 1:00
