How NOT To Blow Up Your Client (and other Level-Funding tips) with Mark Bellman - 1 Hour CE

Speaker: Mark Bellman - 1 hour CE

As level funding (LF) becomes mainstream and employers look to this option to save money, more LF options have come to market. It is important to understand the necessary protections that clients will need as the shift from fully insured to LF puts the fiduciary responsibility on the employer. Brokers and employers need to demand the most comprehensive protections for their clients when they consider this option. This presentation will explore the standards for level funding our insurance community and employers should expect.

Presentation Highlights

1. LF growth in nation and Texas (why?)

2. Why a 12/60 contract is important

3. Why guaranteed renewability is important

4. Why lasers suck

5. Why having an ACR option with a carrier can help

6. Why you MUST have an ERISA wrap