Brian Berkenbile - Oak Insurance Group

In this episode of Caddo Convos, Brian Berkenbile of Oak Insurance Group reveals a game-changing approach to employee benefits: a Section 125 plan that saves companies thousands while giving employees powerful healthcare perks. Backed by legal rigor and ethical commitment, Brian's solution turns rising healthcare expenses into profit-boosting opportunities for any business, big or small.

Contact: brian@oakinsurancegroup.com

5 Key Takeaways

Innovative Section 125 Plan
Brian introduced a modern take on the traditional Section 125 "cafeteria" insurance plan—helping employers cut healthcare costs, boost profits, and retain top talent while costing employees virtually nothing.

Win-Win Financial Impact
Employers can save $600–$900 per employee per year, while employees gain valuable benefits like 24/7 telemedicine and over 400 fully covered prescriptions—all through pre-tax deductions.

Proven, Legal, and Ethical
Brian's team spent over a year vetting this plan with attorneys to ensure it is fully compliant, ethical, and approved at all state levels as a health indemnity plan, eliminating future tax or legal concerns.

Built on Service and Experience
With roots in processing and nonprofit support during COVID-19 pandemic, Brian leveraged his FEMA experience to build trust-driven solutions that help organizations thrive and continue serving their communities.

Accessible to Any Business Size
Whether you have 5 or 5,000 W-2 employees, with or without existing health insurance, this plan can significantly reduce costs and improve employee satisfaction.

Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.

https://www.bluemicstudios.com/

Blue Mic Studios is located in Plano at the Mapleshade Location of Caddo Offices Reimagined.

https://caddooffices.com/