Tuesday, July 20, 2010
7:30 am - 1:00 pm
Airport Hilton

Self-Funding enables employers to better manage and control their health care spending while having the flexibility to tailor a plan for their workforce.

This symposium will help employers, brokers and consultants unravel the mysteries of self-funding.

Employers with 25 or more employees are encouraged to attend.

Three hours of life and health CE credits are available for licensed agents.

Agenda

7:30 am - 8:00 am	Registration and Exhibits Continental Breakfast served
8:00 am - 8:15 am	Opening Remarks
8:15 am - 9:30 am	"Bundled versus unbundled self funding of employee benefits: Pros and cons": Mike Edwards, Matrix RMS
9:30 am - 10:00 am	Break and Exhibits
10:00 am - 11:00 am	"Underwriting Stop Loss Insurance - Looking Under the Hood": Shawn Lanter, R.E. Moulton
11:00 am - Noon*	"SpaggregateTM - Self-funding for the smaller group": Michael Hirsch, East Coast Underwriters

*The small group presentation is directed to fully insured groups with 25-250 employees.

Exhibits will be open from 7:30 am until 1:00 pm

Registration

For Registration, please go to: www.ProviDRsCare.Net/SymposiumRegistration.aspx

For questions, please contact:
Karen Cox (KarenCox@ProviDRsCare.Net) at (316) 683-0665 or
Mark Mask (MarkMask@ProviDRsCare.Net) at (316) 683-0604

Exhibitors

Third Party Administrators:

Benefit Administrative Systems, LLC (BAS)
Homewood, IL
www.benadmsys.com

Benefit Management, Inc. (BMI)
Great Bend, Kansas
www.bmikansas.com

FMH Benefit Services, Inc.
Overland Park, Kansas
www.f-m-h.com

Meritain Health
Overland Park, Kansas
www.meritain.com

UMR
Overland Park, Kansas
www.umr.com

About the Speakers

Mike Edwards, Matrix RMS has been involved in an executive capacity in the self-funded, reinsurance and insurance field for over 20 years. Mr. Edwards entered the health insurance field as a risk manager responsible for the initial development of a self-funded medical plan, group life, LTD and 401(K) programs for a large multi-state employer . Later, Mr. Edwards joined a large national TPA as Vice President.

From 1988-94, Mr. Edwards served in several capacities for Manulife Financial, one of the largest insurers in North America. His duties at Manulife included product manager and director of marketing in the Toronto head office. Mr. Edwards established the Manulife Southwest regional office in Phoenix from 1990 through 1994. From 1994 to present, Mr. Edwards has continued the development and promotion of unique managed care models, as Vice President of National Benefit Resources, now owned by United Health Care and ultimately the founding of MATRIX Group Benefits L.L.C. as a managing general underwriter for stop loss and MATRIX Risk Management Services L.L.C., a separate risk management service company.

Matrix Group Benefits L.L.C. is a Managing General Underwriter for Medical Stop Loss coverage for partially self funded health benefit plans. Under this general description, Matrix has originated and developed several functional services which are established as affiliated companies or strategic relationships. The applications of these approaches to serving our consultant and plan sponsor clients position us to provide services and support that extend beyond the traditional MGU underwriting role.

Matrix Risk Management Strategies provides a three-dimensional approach to the partially self funded health benefit plans market. By working in partnership with consultants and plan sponsors, we are able to provide strategy and cost management resources that support the business goals of plan sponsors.

Shawn Lanter, R.E. Moulton is a sales representative out of the Kansas City office, joining R.E. Moulton, Inc. in the Fall of 2007. Shawn is a graduate of Kansas State University and began his career in employee benefits sales with Great West Life in 1998. Prior to joining R.E. Moulton, Shawn worked for Optum Health and Unimerica selling stop loss, life, disability and dental insurance products.

R.E. Moulton, Inc., a OneAmerica® company, has been recognized as a leader in the medical stop loss insurance industry since the advent of self-funded health plans. R.E. Moulton's legacy has been built on innovation, security, flexibility and quality products and services. R.E. Moulton’s reputation for delivering on its promises remains the industry standard. As a competitive direct-writing entity for American United Life Insurance Company®, and with a strong portfolio of cost management services, R.E. Moulton's pioneering spirit has been enhanced. The comprehensive medical stop loss insurance products administered by R.E. Moulton are available to brokers and third party administrators nationwide.

Michael Hirsch, East Coast Underwriters joined ECU in April 2008 as VP of Sales. Prior to ECU Mike was a member of the Senior Management Team with one of the largest Third Party Administrators in the country. Working in the industry since 1997 Mike held various positions, including Director of Stop Loss for both Claims and Underwriting. He also spent time in Sales and Product Development.

East Coast Underwriters (ECU) is a Managing General Underwriter, providing Medical Stop Loss Insurance to employer groups who self fund their medical benefits. Medical Stop Loss Insurance protects an employer's medical plan against catastrophic medical claims. ECU specializes on employer groups with 25-250 covered employee lives. In addition to Medical Stop Loss coverage, we also quote Life Insurance, AD&D, STD and LTD.

ECU is fully committed to the needs of our clients and strives to provide the highest quality of service in the industry. Our primary goal is to build long-term relationships with each of our clients. We achieve this by utilizing sound underwriting practices and claim management services through our "Medical Solutions" program in an effort to assist our clients control medical risk. We pride ourselves on helping our clients maintain existing business and write new business.

Formed in 2001, ECU has managed over $100,000,000+ in Stop Loss business. ECU's success can be attributed to their partnerships with some of the strongest insurance companies in the industry. We underwrite on behalf of Pan-American Life Insurance Company (PALIC) and Starr Global Accident & Health Insurance Agency, LLC. PALIC is rated "A-" (Excellent) and Starr Global Accident & Health Insurance Agency, LLC offers carriers rated "A++" (Superior) by A.M. Best Company. A.M. Best reports are available upon request.