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Retirement Planning > Social Security > Social Security Funding

Are you ready to discuss self-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.

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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