Empowering Your Clients: The Winning Approach to Group Retiree Healthcare Benefits


Date: Thursday, October 12, 2023

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Produced and Sponsored by:



Plan sponsors face many challenges around retiree benefits, including rising other post-employment benefits (OPEB) liabilities, plan and drug costs, heavy administrative workloads, and the pressure to enhance benefits while maintaining a stress-free retiree experience. It’s on consultants’ shoulders to address these challenges in a way that’s also beneficial for their own business.

Join this complimentary webcast and learn how to strengthen your service offering and drive extra value for your clients. Topics discussed include:

• How consultants can help clients balance designing, managing, and implementing group retiree healthcare plans

• The state of Medicare today and headwinds in the industry

• Real examples and experiences demonstrating how brokers and consultants can help their clients navigate group retiree healthcare

• And more!


REGISTER NOW! (Not able to attend? We recommend you STILL REGISTER – you will receive an email with how to access the recording of the event)

Featured Speakers:

Rick Kaplan | Chief Growth Officer | RetireeFirst

As Chief Growth Officer, Rick Kaplan oversees RetireeFirst’s growth acceleration and performance, including leading our teams in sales, client relations and marketing. Rick is mission-focused on helping others at a broad scale through innovative healthcare initiatives. Throughout his career, he has seen the importance of organizations providing hard-earned retiree benefits in enabling retirees to live healthy, fulfilling lives and be productive members of their communities.

Prior to RetireeFirst, Rick held various leadership positions at UnitedHealth Group, including the roles of Market President, Chief Growth Officer, and Chief Sales Officer at OptumRx, one of the largest and fastest-growing Pharmacy Benefit Managers with a significant Medicare client base. He also served in growth leadership roles at Health Net, ConnectiCare, and The Travelers, and he was a founding principal of eAdvocate, a venture capital backed e-health company.


John D. Bass | Senior Health and Benefit Consultant | McGriff

John D. Bass, CEBS is a Vice President and Senior Consultant with McGriff. John is an industry expert on employee benefit health strategy, network design, and managed care applications. He has over 35 years of experience in the health and benefit industry serving a wide range of clients and industries, including public and educational entities. John earned his bachelor’s degree in economics from Austin College and his Certified Employee Benefit Specialist (CEBS) designation from The Wharton School at the University of Pennsylvania.


Theresa Bell | Senior Vice President, Service | RetireeFirst

Theresa began her career with RetireeFirst as part of the Account Management team. Over the past decade, she has helped build out RetireeFirst’s industry-leading advocacy service model and in-house team of retiree Advocates who handle calls on behalf of all retiree members to resolve issues related to healthcare benefits and to promote retiree wellness programs. She has led recruitment, training, and development of this growing team. Theresa has also launched multiple initiatives to ensure that retirees receive outstanding, above-and-beyond service, helping to grow the advocacy team into a world-class service offering that consistently generates the highest Net Promoter Scores (NPS).