Ep #248: Stop Loss - Who’s Who, What’s What and Why’s Why – with Jonathan Socko

With the stratospheric rise in advisor interest in self-funding as a base financing design for bringing other state-of-the-art tools to employers, it is critical for advisors to understand the components and players. Jonathan Socko is Senior Vice President for Sales & Business Development for East Coast Underwriters and offers his advice for newbies and seasoned practitioners as well.What You’ll Learn From this Episode:The difference between a General Agent, an MGU, a Direct Writer and a TPA.How to get good advice and what each player brings to your table.Whether Health Care Captive arrangements will be more dominant in 2019.How suitability should inform your decisions on bringing prospects and clients into a self-funded financing arrangement.What the key components of a quote are.