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Episodes

Aug. 6, 2021

Episode 17 - Megan Chiarello

Megan Chiarello is Vice President of Marketing for WellNet Healthcare, who provides turnkey level-funded and self-funded solutions to small and mid-market companies. Megan brings a fresh voice and interesting perspective to a...

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July 30, 2021

Episode 16 - Mike Massé

Today, Mike is a Benefits Consultant with Hotchkiss Insurance, but long before that, he had an incredible journey as a troubled teen, then becoming a Youth Pastor for about 15 years, then turning his sights to the private sec...

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July 16, 2021

Episode 15 - Anthony Russo

Anthony Russo is an Executive Regional Manager for Voya Financial, and has spent his entire carrier working on the carrier side of the insurance world. Anthony has a wealth of knowledge to share about the value of a partnersh...

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July 9, 2021

Episode 14 - Dan LaBroad

Dan Labroad is the founder and CEO of Ovation Health and Life Services, a full service insurance consulting firm, with a specialty in self-funding. Dan is also a serial entrepreneur with a long track record of building succe...

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July 2, 2021

Episode 13 - Patrick Martell

This episode features Patrick Martell of ClaimDOC. Patrick came on the show to discuss one of my favorite topics - Reference Based Pricing (RBP)! I love the potential of RBP to reduce plan spend, but I am no expert, so …

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June 18, 2021

Episode 12 - Andy Neary

Andy Near is an ex-professional baseball player, who channeled his playing experience into a successful insurance career, before finding his real calling - becoming a high performance coach for Insurance Producers. Beyond tha...

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June 11, 2021

Episode 11 - Craig Clemente

In this Episode, Craig Clemente, President & COO of Specialty Care Management (SCM), came on the show to discuss the growing problem of Outpatient Dialysis, and how his organization specializes in controlling the cost of this...

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June 4, 2021

Episode 10 - Rachel Strauss

Rachel Strauss is Director of Strategic Development at EHIM, "national, privately held, woman-owned (WBENC) Pharmacy Benefit Manager (PBM) and Third-Party Administrator that helps organizations proactively contain rising pres...

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May 28, 2021

Episode 9 - Seth Denson

In this episode, Seth Denson, Co-Founder and CSO of GDP Advisors joined me on the podcast to help explain Insurance Captives. Seth talks about the right size group, the appropriate risk profile to join a captive, as well as ...

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May 21, 2021

Episode 8 - Jonathan Lopez, Ed.D

Jonathan Lopez, Ed.D - aka "Dr. J-Lo" joins me on this episode to cover the role of the Third Party Administrator from a different perspective than covered previously. He views the role of the TPA as the "Adjudicator", and e...

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May 14, 2021

Intro to Self-Funded with Spencer

Yo, what up gang, Spencer here… Thanks for checking out “Self-Funded with Spencer”, a podcast that seeks to educate around, and advocate for, the self-funded health insurance marketplace. It has been said that the best defens...

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May 14, 2021

Episode 7 - Lester Morales

Episode 7 of "Self-Funded w/ Spencer" with the hardest working person in employee benefits - Lester J. Morales , Founder and CEO of Next Impact ! Lester is seemingly everywhere these days, both literally and virtually, as one...

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May 7, 2021

Episode 6 - Tommy Fulmer

We have approached self-funding from many different insurance industry angles so far, but the most crucial vantage point is discussed in this episode with Tommy Fulmer - The EMPLOYER's perspective. Tommy is responsible for ac...

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May 3, 2021

Episode 5 - Courtney DeWitt

Courtney is a Sales Executive with ZERO, which focuses on reducing claims costs to a self-funded plan by directly contracting with providers and paying for procedures with predetermined, agreed-upon pricing bundles. An added ...

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May 3, 2021

Episode 4 - Jeff Petty

4 episodes in and I finally got to talk some stop loss again! Jeff Petty is the President of PACE Underwriters, a Dallas-based Managing General Underwriter (MGU ) of Stop Loss Insurance. He joined me to discuss what an MGU …

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May 3, 2021

Episode 3 - Dr. Eric Bricker

Come for education on the Healthcare Navigation industry, and stay for a discussion on Alpacas! Dr. Eric Bricker is a physician, built a successful healthcare navigation company, and is the founder of AHealthcareZ, which focu...

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May 3, 2021

Episode 2 - Jennifer Morgan

In this episode we begin to drill down into the self-funded conversation to look at the individual moving parts. Today's component is the Third Party Administrator, also known as a "TPA". Jennifer Morgan of Collective Health ...

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May 3, 2021

Episode 1 - Dennis Fowler

This is the inaugural episode of Self-Funded with Spencer, where I am joined by the Practice Leader at Roach Howard Smith Barton (RHSB) Insurance, Dennis Fowler. Dennis helped me define Self-Funded for this and future episode...

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