In this episode, Jeff Weiner, President and CEO of HKM Associates discusses his unique approach to insurance brokerage. Now entering his 45th-year serving businesses ranging from as few as 2 up to 100s of employees. Licensed in 42 states, Jeff is known for his “white glove” service model.

Some key take aways:

1. Don’t assume your current benefits plan is “fine.” There are often hidden gaps, inefficiencies, or better pricing options in the market. A fresh review can uncover what you don’t know you don’t know, especially around networks, billing issues, and plan design
2. Switching plans to save money doesn’t have to mean forcing employees to change doctors. Thoughtful plan design built around how your team actually uses healthcare can reduce friction and increase buy-in.
3. You have more flexibility than you think. Group health plans are generally month-to-month, PEOs can offer pooled buying power, and there are multiple ways to structure benefits creatively depending on your goals.

With no-fee analysis, direct employee access to his cell phone, and a strong community-driven approach to networking and philanthropy, Jeff focuses on making a meaningful impact for both employers, their teams and the community.

touchstoneadvisors.com

linkedin.com/company/touchstone-advisors-m-a

directlinemediaproductions.com/professional-podcast-production