In Person

Discover Your Next Solution: Benefits Captive for Small Groups


Date & Time:

2:45 pm – 5:00 pm


Organizations who innovate, adapt, and drive improvement in employee benefits do a better job attracting and retaining talent, have higher employee engagement, and often reduce their health care costs based on their data-driven choices.

Constant changes in the healthcare system create uncertainties for businesses regarding insurance costs and premiums. However, employers considering a move away from a fully insured health plan may be concerned about how to stabilize finances while offering a robust provider network for their employees.

M3 invites you to explore how a captive, designed for groups with 20-100 benefit eligible employees, could provide a solution to this challenge. We’re here to answer your questions, and provide insight into how the captive model can allow your organization to stabilize costs and embrace data-driven solutions.

Key Takeaways

  • Framework for deciding whether a captive is right for you
  • Benefits of joining a captive
  • Insight into cost saving, attraction and retention strategies
  • How to transition into a captive


Tuesday, April 18, 2023


Check-In: 2:45 pm
Session: 3:00 – 4:00 pm
Networking: 4:00 – 5:00 pm


Brewing Projekt
1807 N Oxford Avenue
Eau Claire, WI 54703

Featured Speakers

Joel Hull, Vice President, Innovative Captive Strategies
Jeffrey Fitzgerald, Vice President, Innovative Captive Strategies
Jason Nordby, Director of Employee Benefits Captive Practice, M3 Insurance
Kristin Schmidt, Account Executive, M3 Insurance


Eau Claire, WI



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