Date & Time:

2:45 pm – 5:00 pm


Forward-thinking employers are actively seeking new ways to structure their benefits programs in an effort to take control of what is often their largest spend behind payroll.

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.

M3 invites you to explore the value that an employee benefits group captive could provide your organization. Hear from an employer about each stage of their health captive journey: from their decision drivers and the transition to a self-funded model, direct primary care provider partnership, bundled packaging on medical services, employee engagement, lessons learned, and more.

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
  • Innovative pharmacy strategies
  • How to transition into a captive


Tuesday, May 23, 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

Jason Nordby, Director of Employee Benefits Captive Practice, M3 Insurance
Kristin Schmidt, Account Executive, M3 Insurance
Phillip Blair, HR Director, Gamber-Johnson LLC
Joel Hull, Vice President, Innovative Captive Strategies


Eau Claire, WI



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