Navigating Alternative Funding:

Insights from Sam Burns

Kelly Bowman sits down with Sam Burns, Vice President and Captive Practice Leader at IMA Financial Group, to discuss the shift toward alternative funding models in employee benefits. Sam explains how captives, level-funding, and consortiums help mid-sized employers gain financial control amid rising healthcare costs.

He shares strategies for evaluating funding options, managing volatility, and using data to optimize plans. From client success stories to addressing common implementation challenges, this conversation provides actionable guidance for HR leaders looking to improve renewals and plan performance. Whether you’re exploring self-funding for the first time or refining existing arrangements, Sam’s insights offer a practical roadmap to sustainable benefits.

Listen to this episode below.