How to have a self-funding conversation with employers

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.