New Broker and Consultant Webinar - Empowering Your Clients: The Winning Approach to Group Retiree Healthcare Benefits

RetireeFirst is excited to invite you to our upcoming webinar titled “Empowering Your Clients: The Winning Approach to Group Retiree Healthcare Benefits” on October 12, 2023, from 2:00 PM – 3:00 PM EST. If you are looking to simplify the complex benefits landscape for your clients, you won’t want to miss this session.

Plan sponsors face many challenges around retiree benefits, including rising other post-employment benefits (OPEB) liabilities, plan and drug costs, heavy administrative workloads, and the pressure to enhance benefits while maintaining a stress-free retiree experience. It’s on consultants’ shoulders to address these challenges in a way that’s also beneficial for their own business.

Join this complimentary webinar and learn how to strengthen your service offering and drive extra value for your clients. Topics discussed include:

  • How consultants can help clients balance designing, managing, and implementing group retiree healthcare plans
  • The state of Medicare today and headwinds in the industry
  • Real examples and experiences of how group retiree healthcare addresses client challenges
  • And more!

By partnering with us, you can offer your clients expert solutions and innovative strategies, positioning yourself as a trusted advisor who consistently delivers value. Don’t miss this opportunity to gain valuable insights into winning group retiree healthcare benefits. Register now to secure your spot.

We look forward to seeing you at the webinar!

Featured Speakers:

  • Rick Kaplan | Chief Growth Officer | RetireeFirst

    As Chief Growth Officer, Rick Kaplan oversees RetireeFirst’s growth acceleration and performance, including leading our teams in sales, client relations and marketing. Rick is mission-focused on helping others at a broad scale through innovative healthcare initiatives. Throughout his career, he has seen the importance of organizations providing hard-earned retiree benefits in enabling retirees to live healthy, fulfilling lives and be productive members of their communities.

    Prior to RetireeFirst, Rick held various leadership positions at UnitedHealth Group, including the roles of Market President, Chief Growth Officer, and Chief Sales Officer at OptumRx, one of the largest and fastest-growing Pharmacy Benefit Managers with a significant Medicare client base. He also served in growth leadership roles at Health Net, ConnectiCare, and The Travelers, and he was a founding principal of eAdvocate, a venture capital backed e-health company.

  • John D. Bass | Senior Health and Benefit Consultant | McGriff

    John D. Bass, CEBS is a Vice President and Senior Consultant with McGriff. John is an industry expert on employee benefit health strategy, network design, and managed care applications. He has over 35 years of experience in the health and benefit industry serving a wide range of clients and industries, including public and educational entities. John earned his bachelor’s degree in economics from Austin College and his Certified Employee Benefit Specialist (CEBS) designation from The Wharton School at the University of Pennsylvania.

  • Theresa Bell | Senior Vice President, Service | RetireeFirst

    Theresa began her career with RetireeFirst as part of the Account Management team. Over the past decade, she has helped build out RetireeFirst’s industry-leading advocacy service model and in-house team of retiree Advocates who handle calls on behalf of all retiree members to resolve issues related to healthcare benefits and to promote retiree wellness programs. She has led recruitment, training, and development of this growing team. Theresa has also launched multiple initiatives to ensure that retirees receive outstanding, above-and-beyond service, helping to grow the advocacy team into a world-class service offering that consistently generates the highest Net Promoter Scores (NPS).