Want to get the Foundation 3 each week?

October 8th

Join Us Today

October 8th for a Self Funding Webinar at 2:00

Medicare Part D Templates

The Highlights

Medicare Part D is coming up quick!!!

Gag Cause Attestation is next.

Medical Loss Ratio Madness

When low utilization and get a big increase meet.

Its stupid, but we are here to help.

Self Funding Series Wraps Up Today

So is your business a good fit?

Why you should watch?

Taking the step to self-funded coverage feels big, and it is.  We end the series on answering the question of "are you a good candidate?"

October 1st

The Highlights

The Highlights

New rule in compliance for the first time in a while is good for the business.

Dumb Questions… A teacher once told me no question is dumb because someone else is also thinking it. Here are the answers to the FAQs

Self Funding Series: The 4 Parts

Fixed Cost

Claim Funds

Specific Stop-loss

Aggregate Stop-loss*

* =Today's Topic

Why you should watch?

Everyone knows what self-funded is but maybe doesn't want to ask the questions to understand it. In our new series, The 4 Parts, we will give an explanation on one part of this awesome model each week as a road map to your future success.

September 24th

The Highlights

Medical Part D notices Changes. Guidelines for Creditable coverage has changed.

My Dentist Retired, What Now? What to do when your dentist retires or sells their practice

Self Funding Series:  The 4 Parts

Fixed Cost

Claim Funds

Specific Stop-loss*

Aggregate Stop-loss

* =Today's Topic

Why you should watch?

Everyone knows what self-funded is but maybe doesn't want to ask the questions to understand it. In our new series, The 4 Parts, we will give an explanation on one part of this awesome model each week as a road map to your future success.

September 17th

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September 17th *

The Highlights

The Founder's Mentality- If your people know your why, they're likely to align themselves through that scope

PRACTICE WHAT YOU PREACH!

Jonathan talks about the actions he took when feeling sick and actively seeking care

Self Funding Series:  The 4 Parts

Fixed Cost

Claim Funds*

Specific Stop-loss

Aggregate Stop-loss

* =Today's Topic

Why you should watch?

Everyone knows what self-funded is but maybe doesn't want to ask the questions to understand it. In our new series, The 4 Parts, we will give an explanation on one part of this awesome model each week as a road map to your future success.

Amazon Link

September 10th

Medicare Part D Templates

The Highlights

 Payton describes the benefits of choosing generic medication

Jonathan talks about drugs, but not like that. Medicare Part D, Creditable vs Non Creditable.

New series:  The 4 Parts

Fixed Cost*

Claim Funds

Specific Stop-loss

Aggregate Stop-loss

* =Today's Topic

Why you should watch?

Everyone knows what self-funded is but maybe doesn't want to ask the questions to understand it. In our new series, The 4 Parts, we will give an explanation on one part of this awesome model each week as a road map to your future success.

September 3rd

The Highlights

Answering, "If someone opts out of my medical, can I pay them the difference?" (Resources Provided).

Grant chipped his tooth on a sandwich and avoided an expensive lesson on dental insurance network decisions. 

New series:  The 4 Parts

Fixed Cost*

Claim Funds

Specific Stop-loss

Aggregate Stop-loss

* =Today's Topic

Why you should watch?

Everyone knows what self-funded is but maybedoesn't want to ask the questions to understand it. In our new series, The 4 Parts, we will give anexplanation on one part of this awesome model each week as a road map to your future success.

August 27th

The Highlights

One change made a copay go from $375 to ZERO and saved the plan ~$13,500 annually

We need your help with information so we can help those experiencing grief 

New series:  How Do You Put a Self-insured Policy Together?

What are the pieces that need to be in place?

Why you should watch?

Discover how transitioning to a self-insured plan lets you "fight the fight" against big carriers. Learn how to reclaim control by picking your own team players, saving your business money, and directly reaping the financial rewards of a healthy year.

August 21st

The Highlights

"I don't want the medical insurance."- Now what?

Tobacco Surcharges to Employees:  Can you do that?

New series:  How Do You Put a Self-insured Policy Together?

Why we believe this how you fight the fight?

Why you should watch?

Discover how transitioning to a self-insured plan lets you "fight the fight" against big carriers. Learn how to reclaim control by picking your own team players, saving your business money, and directly reaping the financial rewards of a healthy year.

August 13th

The Highlights 

We pushed Jonathan out of the FB3 this week. So you will hear from the rest of us.


~ Davis on GLP-1 optimization.  ~ Payton on employee education in open enrollment. ~Grant on the role of DPCs. 

Vanessa handles the intro and outro.

July 31st & August 6th.

Why you should watch?

This week we are in Nashville. Thinking it would be fun to introduce you to two fantastic agents and to hear some of the things that they think are important to know about employee benefits. 

Enjoy!