Join us for a lunch & learn

A free Lunch & Learn for brokers, HR, and business leaders.

Every renewal brings the same conversation: premiums climb, and the only options on the table are higher costs, smaller networks, or thinner benefits. There is another path. In one hour over lunch, you'll see how a self-funded, cash-pay plan, administered by Savvos and optimized by Weltrio, helps employers cut healthcare spend without cutting what members actually get. This session is built for brokers first, so you can bring a real answer to your next client meeting. HR, finance, and business owners are welcome too. Seats are limited, and lunch is on us.


Event Sponsors

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What you'll learn from this event

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Why traditional fully-insured renewals keep costing more, and what drives the increase.


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How a self-funded, cash-pay plan works, in plain language, start to finish.

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How employers lower spend without shrinking networks or raising member out-of-pocket costs through plan optimization, care logistics, and member advocacy

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How brokers position this model and keep their role at the center of the client relationship.

Event Schedule

11:30-11:45 PM

Doors open. Grab lunch, settle in, meet the room.

11:45-11:50 AM

Welcome and introductions

11:50-12:00 PM

Weltrio: how plan optimization, care logistics, and advocacy lower total cost.

12:00-12:10 PM 

Savvos: how the self-funded, cash-pay plan is built and administered.

12:10-12:20 PM

Knudson Benefits: a broker's real-world view of placing this model.

12:20-12:30 PM

Live Q&A. Bring your hardest questions.

12:30-12:45 PM

Open networking with the presenters and other guests.

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What are clients saying?

-Logistics Firm, 1,200 Employees
CFO, Manufacturing Firm
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“Weltrio’s analysis saved us $800K without changing our carrier.”

-Kendric S.
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"Super efficient, and easy to use. Highly recommend the SAVVOS platform."


Event FAQs

  • How much does it cost?

    Nothing. The session is free, and lunch is provided at every in-person event. Weltrio, Savvos, and Knudson Benefits cover the cost.

  • What should I expect?

    A working lunch, not a hard sell. You'll get a plain-language walkthrough of the model, real numbers, a broker's firsthand take, and time for open questions. Plan for about an hour.


  • Is this just a sales pitch?

    The presenters do this for a living, so yes, they have a commercial interest. We're upfront about that. The goal is to show you how the Weltrio and Savvos model works so you use it for your own clients or business. No one will pressure you to sign-up. Purely for educational and training purposes. 


  • Who should attend?

    A Broker, CFO, HR leader, or Business Consultant —Here's what you'll walk away with...

    • Broker or benefits consultant—A differentiated solution to bring to clients, and a clear way to keep your seat at the table.
    • CFO or finance leader—A model that lowers healthcare spend without gutting the benefit your people rely on.
    • HR leader —An option that protects access to care and reduces disruption for your employees.
    • Business owner—A straight answer on whether self-funding could work for a group your size.


  • Is lunch provided?

    Yes, at all in-person sessions. Tell us about dietary needs when you register. Virtual guests join the live presentation from anywhere.

  • How do I pick a date and location?

    When registering, you'll choose your session on the registration form. 


    We're running events in Provo, Lehi, Salt Lake City, and online. Seating is limited to 15-20 individuals. Don't wait to register, availability is on a first come, first serve basis. 

  • Can I bring a colleague?

    Please do. Just register each guest separately so we can save seats and plan lunch accordingly. 


    In-person seating is limited to 15 to 20 per session.


  • Will this event be streamed or recorded?

    Yes, it will be streamed and recorded. All registered guests will receive the recording within a few days after the event. 

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Register For Event

Select a day and location that you'd like to attend. Check back as we are adding new dates and locations regularly.

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Presented and sponsored by:


Weltrio optimizes the plan and supports members so care gets used and helps close the gaps in benefit plans. Savvos administers the self-funded, cash-pay plan. Knudson Benefits is a current brokerage that is offering the Weltrio + Savvos plan and model for its own clients.

This session is free because these three partners sponsor it. The presenters work with this model and have a commercial interest in it. You'll see exactly how it works, ask anything you want, and decide for yourself if it fits your client strategy. No sales or sign-up required. Come learn about a new model shaking up the healthcare and benefits space.