Episode Details

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 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.

What You’ll Learn From this Episode:

• Adam’s journey and how The Phia Group came about.
• How advisors can remain relevant in the current environment.
• The minimum size for a successful self-funded group.
• Why the government wants to stop or severely limit self-funding.
• How can advisors begin the self-funded conversation.
• What you need to devise a properly constructed client plan.