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Self Ins. Basics

 

Registered Employee   Benefits Consultant

Chartered Financial Consultant

Registered Health Underwriter

Certified Life Underwriter

Master of Business Administration

Former Board Member of Pinellas Association of Insurance & Financial Advisors

Former Chair, Governmental Affairs Committee, Clearwater (Florida) Regional Chamber of Commerce

Subscriber to the Ethics Agreements of The American College & NAIFA

 

Additional Resources

Please see at left various supplemental resources BBCG has made available. Some of these are resources we have used on prior projects. We have attempted to make them generic for purposes of posting in this library. More individually tailored resources can be made available on a fee-for-service basis.

The resources fall into six main categories:

  1. BBCG/client agreements

  2. An entire sub-page and navigation for individual health policies and HRA administration

  3. Document related to valuing  "key" person for insurance purposes

  4. Pre-formatted data gatherers for small group proposal work

  5. Various Power Point presentation which can be viewed on-line

  6. A primer on self-insurance basics

BBCG will make more resources available on this page as they become available.

Tuesday, May 31, 2011 09:45:17 AM

 

 
 

Downloading Assistance

The documents in this library are in the following formats:

  1. PDF

  2. DOC

  3. HTM

  4. XLS

Depending on your type of browser and its settings, some documents will open automatically when left clicked. Some will ask for a save versus open decision first.

An alternative is to highlight the navigational button in which you have an interest and then right click it with your mouse. You will get a "Save Target As" option which will allow you to download the resource and save it to a folder you specify. It will also allow you to do a virus scan prior to opening if that might be a concern. 

 

  

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