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Industry SUCCESS:Learning from peers.

How to achieve a SUCCESSFUL health benefits program

“The SKY is the LIMIT…

Dream BIG”

Webinar is being RECORDED

Questions:

Q&A section

Value Creation – CALL TO ACTION

Wait to the end… it will be WORTH IT

SAVE THE DATE

12/15 = Employer Facing Webinar

Today’s Journey

Industry SUCCESS: Learning from peers. How to achieve a SUCCESSFUL health benefits program 5

L E S T E R J M O R A L E SFounder & CEO, Next Impact

Creator of Transparent Health Benefits

lester.morales@nextimpactllc.com

(813) 784-1519

TRANSPARENT HEALTH BENEFITS

19-year employee benefits professional

12 years at large consulting house

$3.5m+ personal production

Chief Growth Officer for $350m+ practice

Self-funding and health management expert

Creator of THB and disruptor of the status quo

Industry SUCCESS: Learning from peers. How to achieve a SUCCESSFUL health benefits program 6

The Journey

You haven’t always been “HERE”

What Worked … Trial & Error

The Story

OUR TOPICS

Industry SUCCESS: Learning from peers. How to achieve a SUCCESSFUL health benefits program 7

OUR SPEAKERS

J o s h B u t l e rPresident

D y l a n P h e l p sChief Wellness Officer

C a m e r o n C u m m i n sManaging Partner

Industry SUCCESS: Learning from peers. How to achieve a SUCCESSFUL health benefits program 8

THE JOURNEY

WHAT WORKED

FIRESIDE CHAT!

THE STORY

2021 Victories

• Over 50 Redirects to best care providers

• Direct contracts with local providers in place and pending

• Cut claims costs by 23.6% from 2020 and by 48.2% from 2019

• Cultural shift to “consumer” mindset towards health care

Coming 2022

• New benefits and incentives being added due to savings

• Employee premiums remain the same (lower than they were in 2016)

• Historically lowest maximum annual cost (fixed & claims) ceiling set for 2022

• Premium refund coming in April

What Matters Most

“I’ve been on good insurance plans, and I’ve been on bad insurance plans. This is, without a doubt, the best health insurance coverage I have ever had.”

QUESTIONS?M Y M O M S A Y S T H E O N L Y S T U P I D Q U E S T I O N

I S T H E O N E N E V E R A S K E D

PARTING SHOTS

I f y o u o n l y d o 1 t h i n g …

THE JOURNEY

Cameron Cummins

Managing Partner

269-589-9838

Cam.cummins@transparentbydesign.com

WHAT WORKEDJosh Butler

President

806-350-3158

jbutler@butler-benefits.com

THE STORY

Dylan Phelps

Chief Wellness Officer

270-826-9900 (1046)

dphelps@pttg.com

L E S T E R J M O R A L E S

Founder & CEO, Next Impact

Creator of Transparent Health Benefits

lester.morales@nextimpactllc.com

(813) 784-1519

TRANSPARENT HEALTH BENEFITS

Industry SUCCESS: Learning from peers. How to achieve a SUCCESSFUL health benefits program 24

Wednesday, December 15th, 2021

At 2:00pm EST

Thank You

C H A N G E S T A R T S W I T H Y O U