Aon University | Health Benefits Sequence Educational Series: Demystifying Health Plan Funding

Join Aon’s underwriting experts for an in-depth educational session designed to help Rising HR Leaders gain a clearer understanding of the financial mechanics behind self-funded and fully insured medical plans. In today’s evolving benefits landscape, choosing the right funding strategy is critical to balancing cost control, risk management and employee needs. This session will break down the core differences between funding models, provide tools for evaluating plan performance and offer insight into what questions to ask during renewals or when considering a funding change.

Key topics include:

• Core differences between self-funded and fully insured medical plans
• How underwriting works in each model
• Key metrics to monitor for plan performance and renewal preparation
• Risk assessment: stop-loss, pooling charges, margin considerations
• How to interpret financial reports and underwriting deliverables
• When and how to consider switching funding models

Whether you’re new to benefits funding or looking to deepen your expertise, this session will equip you with the knowledge to make informed decisions and engage more effectively with internal stakeholders and insurance partners.

Seating is limited. RSVP directly to your Aon Contact or Cathy Vellutino, catherine.vellutino@aon.com.