Content Provider
Duediligence logo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Health Insurance: Revolutionary Solution to Lower Costs & Enhance Quality

HEALTH INSURANCE: REVOLUTIONARY SOLUTION TO LOWER COSTS & ENHANCE QUALITY

Cost Free
Presentation Length 1.5 hours

Recorded DateJuly 10, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

It's become more widely known that traditional health insurance is not efficiently provided in our marketplace. The traditional system is designed to make insurance companies very, very wealthy, with too much of the premium benefitting middlemen, brokers, and administrators. The costs are simply too high. There is limited transparency, complex enrollment, and too many restrictions.

For most business owners, the alternative of setting up and managing their own captive health insurance company is too complicated and risky. Business owners have to justify the setup to the IRS, manage the claims process, and establish all of the relationships with hospitals and healthcare networks. The Due Diligence Project's network of hundreds of CPA firms has utilized their independent peer-review system to identify a revolutionary health insurance solution that combines the very best benefits of traditional and captive insurance, without many of the risks and unnecessary costs. This approach can save business owners between 20% and 50% while offering more client transparency and unused premium rebates while eliminating inefficiencies and waste. This method also affords the ability to treat each client more like a partner. This solution has been selected and successfully implemented by companies including Amazon, FedEx, Keller Williams, and Clifton Larsen Allen, just to name a few.

Learning Objectives:


  • Demonstrate a health insurance option for businesses that combines elements of traditional and captive insurance companies

  • Evaluate how this method of health insurance can be advantageous for business owners in saving money and providing better coverage

  • Identify unique drawbacks of strictly traditional and captive insurance companies

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Alex Sonkin

Due Diligence Project
Founder, Due Diligence Project™ & Virtual Family Office Hub™
[email protected]
(858) 381-0795

Duediligence logo

Alex Sonkin is the founder of The Due Diligence (DDP) Project™ and The Virtual Family Office (VFO) Hub™.

Mr. Sonkin has authored a book, called “The Due Diligence Project™” and has been published in “Money Matters-Volume #2”, both available on Amazon.  Alex has been quoted in a number of articles regarding the evolution of the CPA industry published in “Accounting Today” and has been interviewed on popular radio programs, including “It’s Your Money and Your Life!” Alex also hosts The Due Diligence Project Podcast™.

Highly sought after, Mr. Sonkin has been invited to provide thought leadership throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway. Mr. Sonkin began his career as a derivatives (options) trader and market maker as a member of the Chicago Board of Trade (CBOT), Chicago Mercantile Exchange (CME), and the Chicago Board of Options Exchange (CBOE).

Mr. Sonkin is a partner in San Diego Social Venture Partners, and actively supports a number of other charitable organizations around the country. Mr. Sonkin lives in San Diego with his wife Jola and their four children. Mr. Sonkin is a graduate of University of Michigan Business School, in Ann Arbor, where he received a Degree in Finance and the Branstrom Award, a prestigious designation assigned to the top 5% of each graduating class.

Vslogocolor

Jay A. Jensen has over 20 years of experience in tax, investment, and estate planning with an emphasis in asset protection. He is a frequent seminar presenter to business owners, financial advisors, attorneys, and accountants.

About Our Presenter

Duediligence logo
The Due Diligence Project enables highly qualified CPAs to participate in a revolutionary, open-source, independent, peer-reviewed Due Diligence Community of over 500 Elite CPA Firms, Family Offices, and other Leading Specialty Firms.

Qualified members gain instant access to the community's independent Due Diligence notes, ratings, rankings, and opinion letters on cutting-edge, best-in-class (peer-reviewed) tax & cost mitigation strategies. Access to this community and resources enable elite CPA firms to deliver significantly more value and multiply their 5 & 6 figure planning engagements, while eliminating the risk and the time it takes to successfully complete their diligence.

They also earn a VFO Certification and achieve tremendous confidence to retain & attract more high-net-worth clients by delivering client results that are greater than traditional firms.