Complimentary for Members

November 20, 2025

Live Webcast

NASBA 1

Medical Stop Loss: Captive Insurance Educational Series Tech Session Webinar

In this session, you'll learn more about medical stop loss coverage.

November 20, 2025
Live Webcast
NASBA 1

  • Instructor

    Frank
    Kolovic

  • View Bio

    Instructor

    Dale
    Sagen

    View Bio

    Ms. Dale Sagen

    Bio
    Mr. Sagen is vice president, business development leader, at QBE Accident & Health, where he strives to be the most consistent and innovative risk partner. Mr. Sagen specializes in medical stop loss captive solutions that are designed for employers and their advisers. He believes the key to sustainable healthcare costs in America is to bring together best-in-class risk management procedures that control catastrophic risk that in turn diminish the ever-rising cost of corporate benefits. He lives near Cleveland, Ohio, and graduated from the University of Toledo. Mr. Sagen is a Distinguished Toastmaster and enjoys coaching his children's soccer teams.
In this session, you'll learn more about medical stop loss coverage.

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Identify the primary types of captive insurance structures.
  • Evaluate the financial and operational advantages of utilizing different types of captives.
  • Strategic role captives play in mitigating risk and stabilizing long-term healthcare costs for organizations.

Major Topics

  • Types of captives.
  • Advantages to employers.

CPE Credits Available

NASBA 1
1
Specialized Knowledge / Industries (NYSED) (Specialized Knowledge/Industries) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Everyone

Provider

Foundation for Accounting Education

This event has ended.