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Retirement Planning > Social Security > Social Security Funding

Self funding strategies, tactics and opportunities

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This week, we speak to Craig Lack, CEO of Premium Reduction Strategies. Craig is a best-selling author and nationally recognized expert on self-funding who has appeared on ABC, CBS and FOX as well as in a number of national publications.

Craig’s 25-year experience in the industry has given him a deep understanding of the challenges facing benefit advisors in a post-ACA world. David invited Craig to discuss strategies such as the “Spousal Incentive HRA” and how to create a “Deductible Rewards Program”. Craig will also share why premiums are just “CRAP”.

Seasoned self-funders and advisors new to the world of self-funding will learn how to engage employers in compelling conversations that are quite different from the typical renewal discussion. Learn how to sharpen your self-funding skills to provide value and create differentiation in your market.

Check back here every Tuesday, or subscribe to ShiftShapers at iTunes so you automatically receive all of the amazing upcoming episodes. You can also register for special events and be notified of upcoming interviews at


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