Contact us for more information about helping your business family thrive

Pro-Active Health: An Insurance Alternative

Thursday, October 23, 2008
8:30 AM - 10:00 AM
Indian Valley Country Club, Telford, PA
Food and drink will be provided

Register for this exciting opportunity to learn about innovative health insurance alternatives, hosted by one of our Forum Partners, Lacher & Associates.

Lacher & Associates and Berkley Risk, a subsidiary of W.R. Berkley, are partnering to offer an innovative health insurance alternative. The alternative is an employee benefits group captive entitled Pro-Active Health: An Insurance Alternative. The group program will start in 2009 for companies located in the Delaware Valley region with rolling admission throughout the year.

Lacher & Associates sponsored two seminars this Fall and based on strong interest from a variety of regional companies, are planning a third seminar on October 23rd at Indian Valley Country Club.

Seminar Highlights:
• Dealing with the rising cost of health insurance
• Fully-insured vs. Self-funded - are these the only options?
• Alternative risk programs and strategies - captives
• Return on investment - retain underwriting profit and investment income
• Structure of captive program, underwriting, eligibility, examples, etc.
• Access to claims and utilization information
• Leveraging member purchasing power
• Integrated disease management and wellness programs

Please RSVP to proactivehealth@lacherinsurance.com at least one week prior to the meeting
date. If you cannot attend this seminar, but have interest in this topic Lacher & Associates will
plan time to meet with you individually to review the group captive program.

If you have any questions, please contact Mark Lacher at markl@lacherinsurance.com or (215) 723-4378.

For More Information:

Please contact Sally Derstine at (215) 723-8413 or click here for more information or to register.

The Family Business Learning Community gathers monthly to learn best practices of successful business families and competent advisors. Join our membership of over 80 family firms from all industries across the tri-state area. These 1st through 5th generations learn from each other and with each other at quarterly Forums and monthly Mini-Forums.

Forum cancellations must be made 2 days prior to event; if registration fees are involved, they cannot be refunded or waived when cancellations are made after that date or when the registrant does not attend.

Directions:

Indian Valley Country Club
650 Bergey Road, Telford, PA
(215) 723-9886
www.indianvalleycc.com

From PA Turnpike (East / West)
-Take PA turnpike to northeast extension (route 476). See below.

From PA Turnpike (Northeast Extension /Interstate 476)
-Follow northeast extension to exit 31 - Lansdale.
-Exit toll booth and turn right onto Sumneytown Pike (PA route 63 West).
-Follow 63 West approximately 4 miles to center of Harleysville.
-Turn right at Harleysville Pike (PA route 113 North).
-Follow 113 North approximately another 4 miles into Telford.
-Turn left onto Telford Pike just before the Getty Gas Station.
-Travel about 50 yards, then turn left again onto Bergey Road.
-The clubhouse is 1/2 mile on the left.

From PA Route 309
-Follow PA route 309 to Souderton Exit (route 113).
-Turn onto route 113 South and follow approximate 1 mile into the center of Souderton.
-Immediately after crossing over the railroad tracks, turn right and continue following route 113 South.
-Travel approximately 1.5 miles until you reach Bergey Road (just before the Getty Gas Station). -Turn right onto Bergey Road. The clubhouse is 1/2 mile on the left.