Close Close

Retirement Planning > Social Security > Social Security Funding

How to have a self-funding conversation with employers

Your article was successfully shared with the contacts you provided.

Interest in self-funding has exploded — with advisors seeking alternatives to present to their clients. In this episode we explore some of the most common questions about self-funding and discuss concerns ranging from minimum group size to tools and techniques. Our guest is Adam Russo, Esq., co-founder and CEO of The Phia Group, as well as the founding and managing partner at a law firm, Russo & Minchoff. Adam believes that, in light of the healthcare reform, the current environment is full of exciting opportunities that many brokers can take advantage of.

We also have a frank exchange about what is behind recent efforts by some Departments of Insurance to try to put the brakes on certain segments of self-funding and the potential impact that may have on employers seeking an alternate to the fully-insured marketplace. Learn what you need to devise a properly constructed client plan and how to present it to prospects and clients.

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

(Sponsored by