NABIP 500 X 500

Selling Self-Funding: How to Win & Keep Clients with an Employer-First Model


Date | Time

Thursday, June 19, 2025
1:00PM – 2:00PM

Location

Zoom

Share



You know, self-funding has real advantages. The challenge? Helping your clients see it the same way, without overwhelming them. This session is designed for brokers who understand self-funding but want a stronger, more confident way to sell it to small and mid-size companies. We’ll show you how to communicate the value of self-funding through the VERIS consortium model, without the baggage of captives or the complexity of traditional pitches.

You’ll learn how to:

  • Explain self-funding in a way that clicks with decision-makers
  • Overcome the usual objections: risk, complexity, size
  • Use VERIS to simplify the model, no pooled risk, no upfront capital, no drama
  • Sell transparency and control as competitive advantages
  • Move from quoting spreadsheets to consultative conversations that win loyalty.

If you’re ready to make self-funding your edge—and not a complex arrow in your quiver—this webinar gives you the tools and language to sell the vision.