Meeting/Event Information

Our September meeting is going to be a great one! First, we have Christ Ralstin from Optimyl Benefits doing a refresher course on level funding basics. This is a great time to review that topic so close to renewal season for many smaller groups. Then, Peter Klein will lead a CE Course titled "The Impact of Artificial Intelligence (AI) on the Healthcare Industry and the Health Agent". Register today to secure your seat! 

Main Course Topics:
Level Funded Basics – how to help small employers understand the concept in less than 2 minutes
How Level Funded Programs give small employers a big employer feel.
Big Group options that have come down market
Types of plans PPO/EPO/PPO-Hybrid Plans/ RBP Hybrid Plans / Full RBP / Zero Deductible Co-Pay Plans
What to ask about the Level Funded Programs you are quoting
HSA/GAP /HRA Strategies

About our Main Speaker, Chris Ralstin: 

Chris is the East Central Regional Vice President of Sales for Optimyl Benefits.  Chris has enjoyed a distinguished career in employee benefits spanning over thirty years. Prior to Optimyl Benefits, Chris worked on both the carrier side and broker side of the industry.  Specializing in Group Medical Insurance Chris has used that experience to build a team of Regional Sales Directors dedicated to assisting insurance brokers in a six-state area sell Level Funded Health Products for groups as small as 2 enrolled employees.  Born and raised in Cleveland Heights Ohio,  Chris attended The Ohio State University with a major in Organizational Communications.  Chris lives in Columbus Ohio with her husband Tod, has two grown sons and is a huge sports and music fan.

About our CE Speaker, Peter Klein: 

Peter Klein, MBA, CFA, brings more than 25 years of experience in investments, securities, life insurance, and financial planning. He has worked in institutional portfolio management, commercial lending, life insurance consulting, and the secondary market for life insurance policies.

Peter helps agencies and advisors better understand life insurance strategies, mortality data, and financial planning tools that support more informed client conversations. He holds graduate degrees from the University of Connecticut, is a Chartered Financial Analyst, and has authored more than a dozen articles on longevity, life expectancy, and life insurance applications.