Want to get the Foundation 3 each week?
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'y 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!
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.
