"Have Fun. Learn New Things. Add Maximum Value." – Ray Marra, President, RJM Insurance Consulting Services Firm & Final podcast

37:36

Gene therapy offers a powerful tool for treating or curing debilitating diseases that have vexed medical science for years. Patients battling conditions like hemophilia B, sickle cell anemia, beta thalassemia, Duchenne muscular dystrophy and other ailments now have new options to consider in their treatment plans. But let's be blunt. Gene therapy is also... at least for now... really, REALLY expensive. And so, as these incredible treatments and technologies are unveiled, those of us in the stop loss and reinsurance industries have to stay informed about new developments in gene therapy, the implications of insurance for gene therapy, and the greater economic and social forces in play. To help us explore these topics, we're bringing in expertise from Ashley Hume, President of Emerging Therapy Solutions; Brooks Wildasin, Chief Product and Innovation Officer at Havarti Risk; and Kelly Munger, Head of US Health at PartnerRe. 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com…

Firm & Final

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AI in Stop Loss | Ali Panjwani, Jason Oswald & Ian Pietz 30:52

6 weeks ago30:52

30:52

Artificial intelligence has landed in the world of stop loss and reinsurance, and this innovative set of tools has the potential to unlock new insights and data sets. But how will AI providers filter out the noise and incorporate their models into this established $35 billion industry? We’re going straight to the source with three key leaders in this space: Jason Oswald from Gradient, Ian Pietz from Prealize, and Ali Panjwani from Merit Medicine. Together, we’ll explore the evolving landscape of predictive analytics in the stop loss and reinsurance sectors, including how artificial intelligence tools stand to redefine underwriting practices and their relationship with data access. Ali will explain his “3-V” value proposition that AI can unlock in underwriting—visibility, variability, and value. And all of our expert guests will lay out their visions for future broader adoptions of predictive analytics across the various carrier types. 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com…

Firm & Final

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Seeing the Big Picture | Ben Dewar, Vince Lewis & Jonathan Socko 35:38

11 weeks ago35:38

35:38

We’re back with season 3 of Firm and Final, and it’s a full house! It’s already been an eventful year in the stoploss and reinsurance industry. So we have lots to cover with Ben Dewar, SVP of Business Development at SBR; Vince Lewis, chief of sales and marketing officer at UME; and Jonathan Socko, the president of ECU. We’ll put forward some theories about the underperformance we’ve seen in the market so far, discuss what it means for a few big carriers to exit the reinsurance space, and explore the growth of self-insurance and captives. We’ll also discuss the value of some new AI tools in the industry and make a few bold predictions for the future of the market. And finally, Ben will reveal to the world why Mehb is no fun at cocktail parties. 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com…

Firm & Final

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“Finding the path forward” – Season 2 Finale 56:30

44 weeks ago56:30

56:30

The Firm & Final Season 2 Finale is HERE, with a twist! We’ve brought back some friendly faces to revisit self-funding topics in our very first group podcast session. Mehb serves as moderator for this wide-ranging discussion with Andrew Trupiano of ATS Underwriting, Dan Davey of Alliant Insurance Services, and James Donnelly of Lockton Re. Listen in to hear about the industry’s opportunities and challenges, career training gaps, and finding a path forward. PLUS – stick around to the end for an exclusive update on Firm & Final Season 3! 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com…

Firm & Final

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Finding Passion | Mike Kroupa 43:27

47 weeks ago43:27

43:27

Join Mehb and Mike Kroupa, Benefits Advisor for Connor & Gallagher OneSource for the next episode of Firm & Final! Mehb and Mike will talk about finding passion in what you do, the parallels between home remodeling and the insurance industry, and the fear of change that is holding many employers back. Plus, Mike shares his tips for transitioning to self-funding or level-funding arrangements, with some client examples along the way. Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/ . 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com…

Firm & Final

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Starting Your Own Business | Dave Rowbottom 32:12

51 weeks ago32:12

32:12

This episode features our first actuarial guest of Season 2! Welcome Dave Rowbottom, Founder and CEO of Reinsurance Actuarial Solutions to Firm & Final. Listen in to hear Mehb and Dave discuss career paths, changes in the reinsurance industry, and an honest discussion about the risks and rewards of starting your own business. Actuaries, reinsurance brokers, and anyone interested in entrepreneurship – you’ll want to save this one! Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/ . 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com…

Firm & Final

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Relationships Matter | Laura Morrison 36:51

1 year ago36:51

36:51

Episode 9’s guest is Laura Morrison, Vice President, National Healthcare Practice, Risk Strategies. Laura shares her career experience, why she decided to get into the insurance business, and the path she’s forging for other women in the industry through women’s networking groups. Mehb and Laura also discuss the risks and opportunities facing the industry, and lots more. Listen in and learn! Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/ . 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com…

Firm & Final

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Nobody Actively Seeks Out an Insurance Career | Lucy Carter 36:54

1 year ago36:54

36:54

Mehb chats with Lucy Carter, Senior Vice President – Accident and Health Practice Leader, BMS Group in this next episode. Their discussion covers a wide-range of topics focusing on the international reinsurance market. You’ll hear about the differences between the U.S. and London healthcare experience, and get a detailed sense of what it’s like brokering at Lloyd’s of London – no passport required! If you’ve ever considered the reinsurance industry, this episode is for you. Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/ . 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com…

Firm & Final

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Building Your Brand | Spencer Smith 45:17

1 year ago45:17

45:17

If you listen to stop loss podcasts, you KNOW this next guest! “Self Funded with Spencer” podcast host and SVP, ParetoHealth joins Mehb for episode 7 of Firm & Final. You won’t want to miss this discussion about the power of content, growing your online audience and building your brand, and changes occurring in the insurance industry. Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/ . 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com…

Firm & Final

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The Power of Relationships | Erin Duffy 41:58

1 year ago41:58

41:58

In episode 6, Mehb chats with Erin Duffy, Director of Business Development at Imagine360 about her entrance to the industry, mentor and mentee relationships, and the importance of networking on LinkedIn. Erin, who is Chair of the SIIA Future Leaders Committee, also turns the mic back to Mehb and asks some questions about his goals and impact, too! Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/ . 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com…

Firm & Final

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The Entrepreneurial Side of the Industry | Ryan Sachtjen 39:46

1 year ago39:46

39:46

Season 2 of Firm & Final continues with episode 5, featuring Ryan Sachtjen, Co-Founder and CEO of software company ThreeFlow. The conversation kicks off with the largest single stop loss case Ryan ever sold – which happened to be the last case before he left to start ThreeFlow. Listen in to hear about the entrepreneurial side of the stop loss and reinsurance business, and the journey this first-time co-founder took to get where he is today. Watch or listen on your preferred channel today! Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/ . 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com…

Firm & Final

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Captives & Career Development | Dale Sagen 25:05

1 year ago25:05

25:05

In episode 4, Mehb chats with Dale Sagen, VP, Business Development Leader at QBE North America about all things captives in the self-funded/stop loss industry. During the wide-ranging discussion, they talk about the early days of Dale's career, the power of social media and AI, and personal development opportunities (shout-out to mentorship and Toastmasters!). Watch or listen on your preferred channel today. Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/ . 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com…

Firm & Final

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Growing Up in the Industry | James Donnelly 24:50

1 year ago24:50

24:50

Season 2 of Firm & Final continues with episode 3 featuring James Donnelly, Senior Broker (Accident, Health and Life) at Lockton Re. James talks with Mehb about college majors, the power of relationships, the art of the deal, and more. Watch or listen on your preferred channel today! Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/ . 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com…

Firm & Final

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Learning & Developing in the Industry | Andrew Trupiano 31:50

1 year ago31:50

31:50

Next up on Firm & Final is an energizing discussion with Andrew Trupiano, starting with his beginnings in the family business to his current role as President of ATS Underwriting. Andrew and Mehb chat about growing up in the business, "being a sponge", building your personal brand, and the coming charge of guard in the industry. Watch or listen on your preferred channel today! Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/ . 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com…

Firm & Final

1
Advice for Starting Out in the Industry | Dan Davey 26:54

1 year ago26:54