Medical Stop Loss in Captives: The Latest Trends

Tuesday, August 28, 2018

Reserve Your Seat

Recording Date: Tuesday August 28, 2018


One of the fastest growing areas in the captive insurance industry has been the use of captives to insure medical stop loss. While large companies who self-fund their health coverage continue to add a layer of medical stop loss in their captive, exponential growth has been seen in the area of mid-size employers grouping together to share in medical stop loss risk. In the first of two webinars addressing this sector of the captive market, we take a look at the growing trend and considerations when adding this line of coverage or developing a group program.

Join us as we discuss:

  • Trends and growth in the use of captives for Medical Stop Loss
  • Medical Stop Loss and ERISA considerations
  • An overview of structures
  • Medical Stop Loss State regulation
  • A look at the future
  • A preview of part 2 of the series which will discuss medical cost containment strategies being used by captives.

The webinar is suitable for any employers, consultants, brokers and insurance industry professionals involved with or considering the use of captives to insure medical stop loss. 


Tess Ferrera, Member Holifield Janich Rachel Ferrera PLLC. Tess has more than 20 years of experience counseling and litigating matters involving fiduciary obligations under ERISA. Before entering private practice, Tess was an ERISA trial attorney for the Department of Labor (DOL). Her clients include financial institutions, insurance companies, investment advisers, multi-employer board of trustees, plan fiduciaries and non-fiduciary service providers’ to plans.

Wendy Dine, Associate Director, Strategic Risk Solutions. Wendy specializes in consulting to single parent and group captive prospects and clients assuming medical stop loss or other employee benefits risk within their captive. She serves as the Employee Benefits Practice Group leader within the firm.

Michael O’Malley, Managing Director, Strategic Risk Solutions is the moderator for the webinar.

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