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Retirement Planning > Social Security > Social Security Funding

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In this episode, we explore some of the most common questions advisors ask about self-funding, and discuss concerns ranging from minimum group size to tools and techniques. Our guest on this episode of ShiftShapers 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.

He believes that, in light of healthcare reform, the current environment is full of exciting self-funding opportunities that many brokers can take advantage of. To do this, advisors need to know how to discuss the pros and cons of a self-insured arrangement with clients. They also need to be aware of the components necessary to construct a proper plan.

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.

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