On mic are Rich Koontz, FBMC manager of healthcare innovation, and David Joza, FBMC employee benefits consultant, to talk about Self Funded Plans. It can often be a challenge for employers to find great, affordable benefits to offer employees, but with a self funded plan you can control costs directly with vendors, minimize claims risk, and attain high quality healthcare services. Self Funded plans are all about flexibility and building better ways to benefit for your business and your employees.

MORE ABOUT OUR GUESTS:
Rich Koontz
Manager of Healthcare Innovation
FBMC.com

Rich is responsible for innovation programs for FBMC’s health benefit clients and is a certified Health Rosetta advisor. Rich has experience implementing many types of cost management programs. He has more than 25 years of benefits, innovation, change management, supply chain cost transformation, and systems implementation experience in the health care and technology industries. Rich has worked in leadership and consulting roles across the entire health care supply chain. He also has a Strategic Planning and Process Engineering background from his work at Kearney and has completed several Leadership & Innovation programs at MIT. Rich is also one of the first 150 brokers in the U.S. to be vetted and certified by the Health Rosetta Program, a national organization of industry experts committed to accelerating cost transparency and transformation across the Health Benefits supply chain.

David Joza
Employee Benefits Consultant
FBMC.com

David provides 15 years of public and private sector experience in all aspects of employee benefits including self-funded medical plans. David understands our client needs through his years serving on their side of the desk in public and private organizations. Working with trustees and employees directly helps him to develop benefit strategies through a “data-informed” approach while maintaining focus on the impact to budgets, plan members, and constituents.

To listen and subscribe to more episodes, visit our website: fbmc.com/podcast.

To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.

Paul Malley, president of Aging with Dignity, is on mic with Rick to discuss the Five Wishes Advance Directive program. The Five Wishes program helps you receive the best in care for your body, mind, and soul with a legal document that guides your health should you be unable to make those decisions yourself. Listen and learn more on how Five Wishes makes advance health directives more approachable.


MORE ABOUT OUR GUESTS:
Paul Malley
President
agingwithdignity.org

Paul Malley is president of Aging with Dignity, a position to which he was named in 2002. He previously served as the organization’s communications director since 1998. With nearly 20 years of experience in the field of aging and advance care planning, Paul is a national expert, frequent speaker, and advocate for quality and dignified care at the end of life. He served on the Florida delegation for the White House Conference on Aging, and is a member of the national Coalition to Transform Advanced Care. Paul holds a Master of Arts degree in Communications from Florida State University.

To listen and subscribe to more episodes, visit our website: fbmc.com/podcast.

To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.

Listen to James Klein, president of the American Benefits Counsel, and our host Rick as they discuss the current political climate in America and how that affects the Affordable Care Act and other employee benefits policies.


MORE ABOUT OUR GUESTS:
James A. Klein
President
americanbenefitscouncil.org

Jim Klein is president of the American Benefits Council. He joined the Council in 1988 as Deputy Executive Director and has served as Executive Director/President since 1992. Previously, Jim was manager of pension and health care policy for the U.S. Chamber of Commerce and, before that, practiced law for a Washington, D.C. firm specializing in employee benefits. He also worked as a Legislative Assistant for a member of Congress.

Jim serves on the International Foundation of Employee Benefit Plan’s Government Liaison Committee and was the recipient of the 2018 Public Service Award from that organization. He is a fellow of the American College of Employee Benefits Counsel and a member of the editorial advisory board of Benefits Quarterly. In the global benefits arena, Jim serves as a private sector advisor to the Working Party on Private Pensions of the Paris-based Organization for Economic Cooperation and Development (OECD); and the Council is actively engaged with several international organizations representing the interests of U.S.-based companies operating outside the United States. Jim graduated with a degree in bioethics from Tufts University and a law degree from the George Washington University School of Law.

To listen and subscribe to more episodes, visit our website: fbmc.com/podcast.

To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.

Attention small businesses in North Florida: Rogers Benefit Group is now providing insurance for small businesses with Simply Blue. This is a small group HMO plan partnered with Florida Blue that provides affordable healthcare for employees and employers alike. Listen to Rick and Scotty Fjelstad, regional manager of Rogers Benefit Group, discuss eligibility and details for the plan.

MORE ABOUT OUR GUEST:

Scott Fjelstad
Regional Manager, Rogers Benefit Group
rogersbenefit.com

Scott Fjelstad is a Regional Manager at Rogers Benefit Group with 35 years of experience working alongside independent agents and the executive teams of leading insurance companies. Scott specializes in helping people buy health care intelligently and cost efficiently in their unique marketplace.  Scott realizes that effective plan designs, tax efficiency and employee  communication is key for sustainable solutions. Scott serves with several local and federal healthcare influencers and is inspired daily by the Sales and Support Team at RBG Jacksonville and their clients.

To listen and subscribe to more episodes, visit our website: fbmc.com/podcast.

To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.

Nick Bellanca and Darren Rowe from Cancer Guardian are on mic to explain genomics and how genetic testing and a dedicated support team make a big impact in early cancer prevention, detection, and treatment. Listen, and learn more about how Cancer Guardian works and the current state of cancer support and treatment in a COVID-19 environment.


MORE ABOUT OUR GUESTS:

Darren Rowe
Chief Innovation Officer
wamberggenomic.com

A co-founder and former CEO of the UK’s largest independent cancer navigation company, Darren is WGA’s Chief Innovation Officer, with leadership responsibility for strategic innovation and program design. Darren has a career background in the biotechnology, pharmaceutical and healthcare industries, and has held several leadership roles within companies specializing in the development of disruptive and innovative genomic technologies for personalized cancer treatments.

Leading Champions Oncology’s European subsidiary businesses, Darren helped them achieve a market cap of $180m from a zero base. Darren is a former board member of Bowel Cancer UK and current board member of UK-based health technology company Trustedoctor.

Whilst in the UK, Darren was a regular guest on the BBC, providing commentary on consumer-led healthcare issues. Darren studied Cognitive Behavioral Science at Leicester University in England and Executive Leadership and Organizational Innovation at Cornell Business School.

In his spare time, Darren mentors small businesses and designs programs to help individuals lead happier and more meaningful lives.

Darren and his family recently relocated to the USA from London, UK.

Nick Bellanca
EVP, Group Benefits
wamberggenomic.com

Nick leads the growth and expansion of WGA’s group benefit division, focusing in on brokers, employers, carrier partners, associations, and emerging distribution channels.

Prior to joining WGA, Nick was a top, national producer for a Fortune 500 insurance carrier for over 12 years. His team partners closely with consultants, enrollment firms, benefits administration providers, and employers on the development and delivery of new and innovative employee benefit programs.

Nick has been featured by Leader’s Edge magazine, and a guest speaker at Biocom, CIAB, OCEBC, Employee Benefits Forum & Expo, Workplace Benefits Renaissance and other industry events on the topic of benefits innovation. He is passionate about helping people access life changing programs that can enhance their longevity and the time they have with their family and loved ones.

Nick holds a B.A. in Accounting from the University of San Diego and lives in Encinitas, CA with his wife, 2 children, and 2 boxer dogs.

To listen and subscribe to more episodes, visit our website: fbmc.com/podcast.

To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.

Today’s topic is for small to mid size business owners on how you can get the most out of the relationship with your CPA. Andrew Gay, a CPA from Grimsely and Company, is our guest this week to walk you through what questions you should be asking your CPA, understanding cash flow projections, and how to tell whether your business has managed well through the COVID-19 pandemic.

MORE ABOUT OUR GUEST:
Andrew Gay, CPA, Grimsley & Company, CPA's, P.A. • www.grimsleycpa.com
Andrew is responsible for the firm’s domestic and international individual and entity tax practices. Andrew specializes in helping clients with tax compliance and consulting issues. He has worked closely with a variety of business entity types and has assisted business owners with related tax matters. In addition to tax and business consulting, Andrew has extensive experience in campaign finance compliance reporting with the State of Florida Division of Elections. Andrew prides himself with helping change his clients financial picture for the better.  

Andrew is a Certified Public Accountant , has his Master’s in Business Administration and his bachelor’s degree from Florida State University. Current civic obligations include serving on the Florida Institute of Certified Public Accountants Council, Treasurer and Board Member of the Greater Tallahassee Chamber of Commerce, Robert F. Munroe Board of Directors, and Leon County Housing Finance Authority Board of Directors. 

Andrew is married with two daughters and resides in Tallahassee, FL. Outside of the office, Andrew enjoys spending time with his family, hunting and the outdoors, traveling, and FSU Football.

To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.

Captives: An Innovative Group Insurance Solution
If you're interested in innovative insurance solutions, this is the podcast for you! Captive insurance is a form of group, self-funded insurance that allows for sustainable risk and cost control.

Listen to FBMC’s Kiera Hanselman, employee benefits consultant, Lee Martin, vice president of sales, and our host Rick discuss all the basics about captives including: why an employer would want to participate in a captive strategy, how you can leverage better cost savings, and much more.

MORE ABOUT OUR GUEST:
Kiera Hanselman, CEBS, Employee Benefits Consultant •[email protected]
Named as one of 2017’s Most Influential Women in Employee Advising by Employee Benefit Advisor publication, Kiera takes an innovative approach to benefit advising that challenges the status quo. Kiera is a Certified Employee Benefits Specialist (CEBS) and focuses on delivering transparent, high performance healthcare benefits for her clients.

MORE ABOUT OUR GUEST:
Lee Martin, RHU, REBC, Vice President, Sales • [email protected]
Lee has over 15 years of experience in Employee Benefits Consulting. Having worked as a state insurance regulator, a consultant for one of the largest brokers in the world, and most recently as the subject matter expert, lobbyist, and instructor for the largest agent trade association in Florida. Lee is proficient in all funding mechanisms, strategic processes for benchmarking, controlling healthcare costs, and creating value-based plan designs. Lee specializes in the design and implementation of innovative concepts for group insurance and benefit program management.

To listen and subscribe to more episodes, visit our website: fbmc.com/podcast.

To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.

RX Benefits That Save
The Pharmacy Benefits Management (PBM) market is complex and often times leaves you with an oversized bill. Enter Scripta Insights Inc., and their IT solution software that finds savings opportunities in every pharmaceutical transaction that even your doctor is unaware of. Rick and Eric Levin, chief executive officer of Scripta Insights Inc., are on mic this week so listen and learn about ways to save.

MORE ABOUT OUR GUEST:
Eric Levin, CEO • ScriptaInsights.com
Eric Levin is a seasoned executive and serial entrepreneur. He has been involved in more than 32 mergers and acquisitions and helped to grow several companies from startup through large-scale global success. Eric has turned his energy and expertise toward solving the U.S.’s complex and expensive drug price system with Scripta Insights Inc., as their current CEO. 

To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.

Did you know that life insurance is a key part of your financial plan? Listen in as our host Rick and Ryan Caldwell, Vice President of National Accounts at Allstate, discuss Life Insurance and how to find which life insurance plan fits your current stage of life. Learn about the different types of life insurance with key industry terms defined to help you shop smart.

MORE ABOUT OUR GUEST:
Ryan is Vice President, National Accounts for the Florida Market with Allstate Benefits. Ryan’s primary focus is to drive the market development efforts with Allstate Benefit’s national brokerage partners in Florida by designing voluntary benefits solutions for the broker’s client companies.  Ryan has a well-established voluntary benefits expertise with over 9 years in the business. Ryan came to Allstate Benefits from the position of Voluntary Benefits Specialist at Unum with a concentration in the National Client Group vertical. Ryan has a B.S. in Business Marketing and Hospitality Management from Florida State University and is currently located in Fort Lauderdale, Florida. 

Ryan Caldwell
Vice President, National Accounts
Website: Allstate.com
Email: [email protected]
Phone: 850-819-6755

To listen and subscribe to more episodes, visit our website: fbmc.com/podcast.

To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.

Since the onset of COVID-19, life has changed dramatically in America. This is especially true for frontline workers in the healthcare industry who have to worry for themselves, their families, and patients. Healthcare workers Liz, a nursing director, and Eunice, an employee health nurse, of Jackson Health System (JHS) are on mic to talk about what working and caring for patients has been like throughout the COVID-19 pandemic and how JHS has altered practices to meet these new needs.

To listen and subscribe to more episodes, visit our website: fbmc.com/podcast.

To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.