Jason Duffy started selling insurance to hedge funds in 2000. At about the same time, he founded Fieldstone Investment Group, a specialized insurance and benefits brokerage focusing primarily on alternative asset managers, as well as family offices, investment advisors and other professional firms. His firm brokers a full range of insurance products.
In this episode, Jason take time to discuss one of the more critical but complicated products – employee health insurance. He provides an overview of the product and explains the market’s evolution, including the rise of the professional employer organization (or “PEO”). He also offers insights on how to choose a provider, how providers differ (or don’t), when it makes sense to change providers or stick with the current one, and how to get the best rates. Jason starts off the episode telling how this army veteran got his start in insurance and ultimately decided to found his own firm.
To learn more about Jason Duffy and Fieldstone Investment Group, please visit the company website.