Date & Time
Wednesday, April 29, 2026, 3:15 PM - 4:00 PM
Name
Medical Captives Unlocked: Cutting Costs, Boosting Benefits
Description
Medical captives are rapidly emerging as a strategic solution for employers seeking to take greater control of healthcare costs while enhancing employee benefits. This session will explore how medical captives empower organizations to pool risk, gain transparency into healthcare spending, and implement proactive health management strategies. By shifting from a fully insured model to a captive structure, employers can unlock long-term savings, reduce volatility, and reinvest in richer, more sustainable employee benefits. Attendees will learn practical steps to evaluate captive opportunities, design cost-effective plans, and partner with trusted advisors to maximize success.
Speakers
Shabsai Shuchatowitz, CEO - Evergreen Benefits Group LLC
Daniel McCauley, Founder - Mac Consulting Group
Lorie Montague, Employee Benefit Consultant - HUB International
Olga Hadziosmanovic, Director of Benefits Marketing & Vendor Partnerships - Evergreen Benefits Group
Phillip Holowka, CEO - Complete Captive Management Services, LLC
Daniel McCauley, Founder - Mac Consulting Group
Lorie Montague, Employee Benefit Consultant - HUB International
Olga Hadziosmanovic, Director of Benefits Marketing & Vendor Partnerships - Evergreen Benefits Group
Phillip Holowka, CEO - Complete Captive Management Services, LLC
Location Name
S104A