NEWSROOM

Join us at 11:00 A.M. on June 5, 2025.

Presented By: Paul Roberts

CE # – 391034

This CE course provides health insurance brokers with a clear and practical introduction to self-funded health plans, including strategies for employee benefits and an overview of Level Funded options. Participants will gain a confident understanding of plan structures, the role of stop-loss insurance, and the cost-saving potential of self-funding. Brokers will learn how to identify ideal employer candidates, advise clients considering a transition from fully insured plans, and explore various self-funding models, with or without captives. By expanding their expertise, brokers can offer tailored solutions, differentiate themselves in the market, and build stronger, more strategic client relationships.

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