Mastering Health Insurance Benefits
Guest Expert: Michella Drummond and Larry Pon, CPA,
This webinar provided financial advisors with essential insights into navigating the complexities of health benefit plans. Led by Michella Drummond and CPA Larry Pon, participants explored key strategies for optimizing tax-advantaged savings and enhancing employee benefits through HRAs, 125 Cafeteria Plans, HSAs, and wellness programs.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
Mastering Health Insurance Benefits 02-27-2025
Comments
A few comments from listeners when they were asked what the learned from the webinar:
That offering expertise (even if "borrowed" from Michella or Larry) can add a lot to our value prop we offer prospects and clients who own businesses, and, for myself, so I can someday crunch the numbers accurately, so I can know clearly how to replace my wife's current benefit package in the wisest way. It was comforting to have resources like Michella and Larry to assist in their deep knowledge. I'm seeing how we need to lean on other experts, as a way of being professional, rather than trying to know it all or do it all ourselves.
- David T.
Too many to list but using HSA's and other plans for 65+ year olds who have businesses is one.
- Steve F.
Many things about self-employed health care coverage. I am going to have further discussions with Michella.
- Steve M.
That offering expertise (even if "borrowed" from Michella or Larry) can add a lot to our value prop we offer prospects and clients who own businesses, and, for myself, so I can someday crunch the numbers accurately, so I can know clearly how to replace my wife's current benefit package in the wisest way. It was comforting to have resources like Michella and Larry to assist in their deep knowledge. I'm seeing how we need to lean on other experts, as a way of being professional, rather than trying to know it all or do it all ourselves.
- David T.
Too many to list but using HSA's and other plans for 65+ year olds who have businesses is one.
- Steve F.
Many things about self-employed health care coverage. I am going to have further discussions with Michella.
- Steve M.
Attendees Comments:
That offering expertise (even if "borrowed" from Michella or Larry) can add a lot to our value prop we offer prospects and clients who own businesses, and, for myself, so I can someday crunch the numbers accurately, so I can know clearly how to replace my wife's current benefit package in the wisest way. It was comforting to have resources like Michella and Larry to assist in their deep knowledge. I'm seeing how we need to lean on other experts, as a way of being professional, rather than trying to know it all or do it all ourselves.
- David T.
Too many to list but using HSA's and other plans for 65+ year olds who have businesses is one.
- Steve F.
Many things about self-employed health care coverage. I am going to have further discussions with Michella.
- Steve M.