In installment 2 of my coverage of the True Captive Summit, I sit down with Adam Berkowitz of Simpara, and his client Lance Young, of Shine Solar. In this mini-episode, we discuss Lance's experience working in Human Resources and how his partnership with Simpara inspired Shine Solar to transition from…
Episode 38 of Self-Funded with Spencer features Jorge Arzate, CEO and Founder of MAKINA BENEFITS. Jorge joined me on the show to discuss the role of a boutique-style independent TPA and his passion for helping small employers take control of their healthcare spend. We had conversations about discipline as an…
I recently took the Self-Funded w/ Spencer Podcast on the road to Oklahoma City where I covered the Future of Business and Benefits Conference, Hosted by True Captive Insurance and Presented by Valenz. In this mini-episode, I sat down with the CEO of True Captive, David Vorhees, to discuss the…
Dan is the US Head of Sales, Middle Market for Meritain Health. He has an extensive career in Employee Benefits, especially in Self-Funding, and received his CEBS designation through an affiliation with the Wharton School. In particular, this episode focuses on the advanced role of a TPA for self-funded groups,…
In this clip, Daniel P. Day of Meritain Health describes how the open architecture model of a Third Party Administrator - aka a TPA - is similar to that of a Gaming PC
One of the most neglected parts of our healthcare system in the last few years has been the lack of availability in virtual mental/behavioral health support for employees. In this episode, Mike Kohl of Vida Health joined me to discuss whole person healthcare, which includes a heavy emphasis on getting…
Erik Templin is Executive Vice President at Brown & Brown. He is one of the most knowledgeable people in our industry, and the person responsible for introducing me to the concept of self-funding. He's also an outstanding strategist, salesman, and family man, and has been a mentor for me as…
Allison is the Founder of Altiqe Consulting, a boutique employee benefits consulting firm out of San Antonio, Texas. Allison is easily one of the most innovative EB consultants I know, and also a podcast host herself, with her show called "Raising the Bar with Allison De Paoli". - https://raisingthebar.live/
Chris Fisher is the Founder of BenefitsAlly and the creator of the 3x3x3 podcast series. Chris has alway had a finger on the pulse of what’s new and innovative in the insurance space, and he’s one of the most connected people I know in employee benefits. We discuss everything from…
LinkedIn is an amazing social media platform for business. If you are a salesperson, an entrepreneur, a marketing specialist, and insurance broker, or just someone that wants to grow your network of prospects and clients, this special episode of the podcast is for you! Make sure you follow all of…
Have you ever wondered what type of content gets the best engagement on LinkedIn? In this video I go over the Top 7 types of content I created in 2021 on LinkedIn, and rank them by average number of views per post. The categories are: 0:54 Family 2:02 Business Insights…
Chetara Brisbon is the Director of Growth for Nice Healthcare. Chetara flew all the way in from South Carolina to share her story, as well as her company’s value proposition. In the show we talk family, her pursuit of a PhD, in-home healthcare visits, virtual primary care services, and so…
Reid Rasmussen came on the show to discuss the origins of freshbenies, what it was like moving from Canada to the US and how our healthcare systems differ, as well as his own original employee benefits show "Brokers in Cars Getting Coffee. https://www.freshbenies.com/ https://www.youtube.com/watch?v=0X1umyPQ0QA&t=19s
Think LinkedIn is for business only content? Not anymore. Now more than ever, people want to truly know WHO they are doing business with, and the best way to accelerate building that trust is through personal posts. I have seen it work wonders in expanding my network, and inverting the…
In this clip taken from Episode 29 of Self-Funded w/ Spencer, CEO of True Captive Insurance, David Voorhees, explains the various risk layers of an insurance captive, and how they protect a smaller employer when they self-fund. Full Episode here - https://www.youtube.com/watch?v=8PyqimqD76o&t=46s
"Captives" Part-2 with David Voorhees, CEO of True Captive Insurance. David stopped by Frisco, TX on his way back to Kansas City and graciously helped me complete the second part of the #captive podcast miniseries. He brings a unique perspective having spent the majority of his career in recruiting and…
In this clip taken from Episode 24 of Self-Funded w/ Spencer, Matt Brost, share his story of spending 5 years as a pro-golfer and ending up one putt away from qualifying for the PGA tour. Mat then used this experience to establish the next chapter of his career, and eventually…
This clip is taken from Episode 25 of Self-Funded w/ Spencer, featuring Vincent Lewis. Vince explains what a Stop Loss MGU is, how they differ from a BUCA carrier or Direct Writer of Stop Loss, as well as some of the pros of working with an MGU. Full episode here…
This clip is from Episode 26 of Self-Funded w/ Spencer, featuring Preston Pomykal. Preston explains that not only has the cost of diabetes gone up over the last 25 years due to medical inflation/trend, but also it has dramatically increased in prevalence amongst the American population. For the full episode,…
This clip is taken from Episode 27 of Self-Funded w/ Spencer featuring Geniece Brunson. Here Geniece explains how to discern between "feel-good" insurance solutions vs. ones that have a tangible ROI. In the full episode we cover everything from Nomad Capitalism, to Crypto Currency, to being a Choir Director, and…
This clip is from Episode 28 of Self-Funded with Spencer. My guest, Phil Holowka, helps define what Insurance Captives are, as well as a host of other terms necessary to become an expert on captives. Link Here - https://www.youtube.com/watch?v=fp3WvBYvK8A In this Clip we cover: ✅ What is a Captive? ✅…
Phil is the Chief Operating Officer of Complete Captive Management Services. He entered the captive world more In 2010, after his 25 years as a Paramedic actually brought him into this world accidentally. Phil was one of the early warriors out there telling the story of Employee Benefits Captives long…
Geniece is a Principal at EPIC Insurance Brokers, and has spent her entire year in the employee benefits and consulting space. In this episode, we discussed her perspective on self-funding, as well as her interest in cryptocurrency, nomad capitalism, and her love for music as a choir director at her…
Preston was recommended separately to me by two industry peers, so I anticipated that it would be an exciting conversation, and he certainly didn’t disappoint. Not only is he an expert in Employee Benefits & Underwriting, but Preston also used to moonlight as a youth soccer coach for many years…
