Want to get the Foundation 3 each week?
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
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!
