Summer 2021 Issue

“It was life changing… business changing for sure!”

By Shawna Bertalot, CIC, ACI – WisMed Assure President

When I sat down – virtually – with Jennifer Schwartz, RN, to talk about OnRamp Healthcare, I quickly realized this wasn’t going to be a ho hum conversation.

She had just launched Conduct RM, her remote CIED monitoring business, when she went to the first OnRamp conference at Lambeau Field in 2019.

Here’s what she told me, “I went to OnRamp as a guest after starting my company and it was life changing… business changing for sure!

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WisMed Assure Adds New Employee Benefits Services

By Chris Noffke, GBDS, Vice President of Employee Benefits

Half a decade, it is not a ton of time, but it has been 5 years since I accepted the opportunity to work for the insurance agency of the Wisconsin Medical Society.

My role here has always been to create and continue to offer the best employee benefits insurance solutions and services to the healthcare companies of Wisconsin. Since I began, we have added multiple services and solutions that many of our clients have embraced. 

It is with joy I get announce we have made two new additions to our growing toolbox of services and solutions that we offer at no cost to our employee benefits clients.

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Positive Vibes: Company Culture Musts

By Steph Breunig, HR Practice Leader Fine Point Consulting

Summer is here and if you are like me, you’d like to coast a bit these short few months to relax a little more, worry a little less.

I like that at Fine Point Consulting, I can allow myself a little more of this down time when it suits me and my clients. It helps me recharge and ultimately makes me a better employee. Make no mistake, this is possible because we’ve cultivated a culture in our organization to not just accommodate flexibility but CELEBRATE flexibility.

Flexibility was always important to Fine Point’s founder, Luella Schmidt and she built it into our culture. When you are thinking about how you can improve your company culture, ask yourself, “What kind of a company would I want to spend 20 years working for?

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I Should Have Listened

By Tom Strangstalien, Insurance Advisor

I received from a call from a physician this week in the mid-stages of his career. The call began with, “I should have listened to you years ago about purchasing personal disability insurance. I realize that it will now be very expensive, but I also realize that I need it. Can you please get some quotes for me?”

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Uncle Sam; Part of Your Family, Like It or Not

By Mark Ziety, CFP®, AIF®, Senior Advisor, WisMed Financial

Uncle Sam is part of your family, even if you are single. From time to time, you may have wondered if there are ways to reduce your tax payments to him. There are ways, so let’s have a quick tax lesson and then explore a couple options.

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Jim Davis Joins WisMed Assure Team

We are pleased to announce that a veteran insurance professional, Jim Davis, will be joining WisMed Assure as of Monday, July 12th as Vice President Medical Professional. 

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