Employee health benefit options are always changing and evolving so make sure you are up to speed and providing the highest quality and cost-effective health benefits.
Many employers rely heavily on their broker or consultant to explain different insurance plans options and for strategies on how best to conduct the open enrollment season. This topic helps the person responsible for selecting the insurance plans and rolling it out to the employees arm themselves with the knowledge to effectively discern between fully insured, self-funding or some hybrid, as well as what ancillary insurance products fit for your company and how best to communicate all of this to the employee population.
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Credit
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Why Lorman?
Over 36 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Selecting the Right Insurance Funding Structure
- Fully Insured Platforms
- Self-Insured Platforms
- Hybrid Options
Weaving Ancillary Products Into Your Portfolio
- Creative Dental Insurance Options
- Rounding out Benefits Offerings With Voluntary Products
- Selecting Voluntary Products to Augment Your Core Products
Messaging the Benefits
- Collateral and Pre-Enrollment Communications
- Open Enrollment Meeting Successes
- Post-Meeting Employee Communications
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Credit
More Program Information
Why Lorman?
Over 36 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on February 27, 2019.
Call 1-866-352-9540 for further credit information.
- ASA 1.25
- This program qualifies for 1.25 continuing education hour(s) towards maintaining your ASA credential. Please contact ASA for more information at [email protected] Please retain proof of attendance in the event your CE record is audited.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Credit
More Program Information
Why Lorman?
Over 36 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty

Tobias Kennedy
Montage Insurance Solutions
- President of Montage Insurance Solutions and CEO of Simpolicy
- Industry leader in group employee benefits programs and designing insurance packages for organizations
- Conducts regular seminars and workshops on numerous insurance and compliance topics
- Wrote several publications related to the areas of health insurance
- Licensed in employee benefits and fire and casualty, ACA certified
- Underwriting training from Blue Shield of California
- B.A. degree in political science, Loyola Marymount University
- Can be contacted at [email protected] or 818-903-5851
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Credit
More Program Information
Why Lorman?
Over 36 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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