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Concurrent Session: The Fundamentals of Your Benefits Portfolio
CAHR21
Keyword(s)
General HR, Comp & Benefits, Total Rewards
Concurrent Session:
The Fundamentals of Your Benefits Portfolio
presented by Toby Kennedy
As an expert on group benefits, Tobias Kennedy will walk attendees through the fundamentals of what self-insuring even is, as opposed to fully insured products as well as fee for service and capitated plans options. We will also explore the non-medical benefits from dental, vision and life to the real specialty plans and off the wall benefits augmentations some groups really fit well with. Finally the presentation will cover group perks that many companies are offering that are technically outside of what might be considered an "insurance product" but that fits really well in a conversation about "employee benefits."
Learning Objectives include:
1. The difference between self-funded, fully insured and when which is the right fit
2. Ancillary insurance (in other words employee benefits insurance besides the Medical) plans and tips
3. Additional employee benefit products groups are offering to their employees
Credits
HRCI - HR (General):1.0, SHRM - PDC:1.0
Description
About the speaker...
Toby Kennedy
Tobias is the CEO of Simpolicy and Executive Vice President of Montage Insurance Solutions, in his 14th year with the company. He received underwriting training from Blue Shield of California and is a graduate of Loyola Marymount University (LMU) where he studied Political Science at the Center for the Study of Los Angeles. He was named as the 2015 “Most Trusted Advisor” by the San Fernando Valley Business Journal and is widely considered an expert in health care reform—speaking to several well-regarded organizations including PIHRA, HRD Network (California Credit Union Association), LA Financial Planners Association, LANSA, SMA’s Legal Update (a special interest chapter of SHRM), Montage’s own My HR Summit Series, a national speaker for the Christian CEO organization Convene, and various Boards of Directors ranging from the Los Angeles Police Credit Union’s board to the Executive team at a major Motel chain. He is OSHA-10 and CalOSHA-10 certified, serving clients in both Employee Benefits and Property & Casualty, sat on the board of directors for the Staffing Management Association, and is currently the Vice President of the board for the California Unemployment Insurance Council (CUIC). Tobias has been enlisted multiple times by Lorman Education Services to conduct 90-minute webinars for their educational content and was also a guest speaker, asked to share his business principals at the Mountain West Credit Union Association’s CEO Board Chair Summit. He has been featured on multiple podcasts, including “Jerry Learns Business” and Dr. Brandi Stankovic business podcast “The Strategic Hotbox.”
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