Family Office Success14 Okt 2025

Open Enrollment and Health Care Advocacy with Lindsay Loomis

In this episode of the Family Office Success podcast, host Christi converses with Lindsay Loomis from Emry Health. They discuss the complexities of navigating the healthcare system, including critical topics such as open enrollment, the importance of evaluating healthcare plans, and avoiding common pitfalls. Lindsay shares her background, the services Emry Health provides, and the value of having an expert consultant to manage healthcare benefits. They emphasize the importance of choosing the right plan to maximize benefits and reduce costs for families. The episode also highlights the significant financial impact of errors in medical claims and the advantages of using a healthcare concierge service.

00:00 Introduction to the Family Office Success Podcast

01:46 Meet Lindsay Loomis: A Journey in Healthcare and Insurance

03:06 Understanding Emory Health's Expertise

03:56 Navigating Open Enrollment: Key Dates and Tips

05:08 The Importance of Reviewing Your Healthcare Plan

07:51 How Consultants Can Help During Open Enrollment

10:51 The Financial Impact of Healthcare Choices

14:22 Mitigating Healthcare Risks with Expert Help

16:56 The Role of Consultants in Healthcare Management

21:38 How Practitioners Can Support Families

26:37 Conclusion and Contact Information

Lindsay: https://www.linkedin.com/in/lindsay-loomis-mba-6663845/

Emry Concierge: https://www.linkedin.com/showcase/emry-emryconcierge/posts/?feedView=all

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