Self-Funded With Spencer

Erik Templin is Executive Vice President at Brown & Brown.   He is one of the most knowledgeable people in our industry, and the person responsible for introducing me to the concept of self-funding.   He's also an outstanding strategist, salesman, and family man, and has been a mentor for me as I go through my own career journey in this industry.  

Allison is the Founder of Altiqe Consulting, a boutique employee benefits consulting firm out of San Antonio, Texas.   Allison is easily one of the most innovative EB consultants I know, and also a podcast host herself, with her show called "Raising the Bar with Allison De Paoli".  https://raisingthebar.live/

Chris Fisher is the Founder of BenefitsAlly and the creator of the 3x3x3 podcast series.   Chris has alway had a finger on the pulse of what’s new and innovative in the insurance space, and he’s one of the most connected people I know in employee benefits.   We discuss everything from new benefit solutions, carrier group school, Vonlane luxury bus travel,  and Chris’ COVID hair!

Megan Chiarello and Andy Neary join me in the studio to discuss how to maximize your efforts on LinkedIn.   If you are a salesperson, an entrepreneur, a marketing specialist, and insurance broker, or just someone that wants to grow your network of prospects and clients, this special episode of the podcast is for you!   Make sure you follow all of us on LinkedIn for more great content!   Megan Chiarello - https://www.linkedin.com/in/meganchiarello/  Andy Neary - https://www.linkedin.com/in/andyneary/  Spencer Smith - https://www.linkedin.com/in/spencer-smith-self-funded/

Chetara Brisbon is the Director of Growth for Nice Healthcare.   Chetara flew all the way in from South Carolina to share her story, as well as her company’s value proposition.   In the show we talk family, her pursuit of a PhD, in-home healthcare visits, virtual primary care services, and so much more.

Reid Rasmussen came on the show to discuss the origins of freshbenies, what it was like moving from Canada to the US and how our healthcare systems differ, as well as his own original employee benefits show "Brokers in Cars Getting Coffee.   freshbenies website - https://www.freshbenies.com/  Brokers in Cars Getting Coffee - https://www.youtube.com/watch?v=0X1umyPQ0QA&t=19s

"Captives" Part-2 with David Voorhees, CEO of True Captive Insurance.   David stopped by Frisco, TX on his way back to Kansas City and graciously helped me complete the second part of the #captive podcast miniseries.   He brings a unique perspective having spent the majority of his career in recruiting and human resources, and his captive model has a very employee-centric approach to risk management.   David was also the person who recommended I pitch Waterloo Sparkling Water on a podcast sponsorship, so hopefully we will see some movement on that front soon!   https://truecaptive.com/

Phil is the Chief Operating Officer of Complete Captive Management Services.  He entered the captive world more In 2010, after his 25 years as a Paramedic actually brought him into this world accidentally.   Phil was one of the early warriors out there telling the story of Employee Benefits Captives long before they became as popular as they are today. This episode is Part 1 of a 2-Part miniseries on Captives, and Phil spends a big chunk of this podcast explaining what Captives are, as well as defining a lot of jargon that surrounds this funding mechanism.

Geniece is a Principal at EPIC Insurance Brokers, and has spent her entire year in the employee benefits and consulting space.   In this episode, we discussed her perspective on self-funding, as well as her interest in cryptocurrency, nomad capitalism, and her love for music as a choir director at her church.   Enjoy!

Preston was recommended separately to me by two industry peers, so I anticipated that it would be an exciting conversation, and he certainly didn’t disappoint.   Not only is he an expert in Employee Benefits & Underwriting, but Preston also used to moonlight as a youth soccer coach for many years and has a son that’s pretty decent at the game ⚽️.    He even gave me a few pointers as a newbie soccer coach, the most important of which was don’t put “Coach Spencer” on the back of your shirt. (Too late)   Enjoy!