Recording Now Available!
SPBA Online Event: Recording Now Available on Level Funded Plans!
Friday, July 25, 2025
Online Event: Level-Funded Plans
In today's session, Tom Stein, CEO of American Trust Administrators, Inc. and SPBA member, shared valuable insights into how level funding empowers Main Street businesses with the same strategic advantages as large corporations. By applying self-funded principles, level-funded plans deliver transparency, customization, and surplus returns—enabling employers to tailor benefits to their workforce while maintaining control over costs.
Tom emphasized that level funding is not a quick fix but rather a strategic approach that requires financial stability and ongoing education to unlock its full potential. When done right, it helps employers and employees take charge of their healthcare outcomes.
Tom Stein is a public speaker and the best-selling author of "The Noble Agent's Guide to Level-Funding." Learn more at http://www.ataamerica.com
A special thank you to Tom Stein for an outstanding session, to our host Richard Hardin, President of Edison Health Solutions and SPBA Board member, and to all the members who joined and contributed to today’s event!
In case you missed it, here is the link to watch the full recording.