Deciding Eligibility: Assessing Clients for Hybrid Risk Transfer and Self-Insured Programs
Managing Risk for Tomorrow, Today
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Assessing Clients and Evaluating Motivations
The hosts emphasize the importance of thoroughly evaluating clients before making risk transfers or self-insured programs, pointing out that brokers may not always do a thorough evaluation and suggesting the need to question the client's motivations and long-term plans.
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