Speaking and Podcast Guesting

Real talk on
a broken system.

I bring 20+ years of benefits experience, real claim data, and plain language to any stage or show. No carrier talking points. No fluff. Just the conversation your audience has been waiting to have.

Podcast Guest
Keynote
Breakout Session
Corporate All-Hands
HR Conference
Panel
Health Plan Strategy •  Broker Conflicts of Interest •  Self-Funded Plans •  Employee Education •  Cost Transparency •  Health Plan Strategy •  Broker Conflicts of Interest •  Self-Funded Plans •  Employee Education •  Cost Transparency • 

Speaking Topics

Six conversations
worth having.

01
Why premiums never go down, and what to do about it

The Medical Loss Ratio law caps carrier profit at 15% of your premium. Every dollar your premium increases, their profit increases too. This is the one law that makes the whole system make sense.

HR LeadersCFOsBusiness Owners
02
Self-funded health plans: the plain-English version

61% of companies with 200 to 800 employees have already left fully insured plans behind. This session covers how self-funding works, how stop-loss protects against catastrophic claims, and what the math looks like over four years.

HR LeadersCFOsFinance Teams
03
What your employees need to know that nobody tells them

Employees make health insurance decisions with almost no real information. Wrong plan choices, surprise bills, benefits left unused. This talk gives your workforce the framework to make smarter decisions.

EmployeesAll-HandsConsumer Shows
04
How vertical integration quietly drives up your costs

UnitedHealth, Cigna, CVS/Aetna. When one company owns the insurer, the pharmacy benefit manager, the pharmacy, and the provider — every transaction benefits the same parent.

Business AudiencesHR Leaders
05
Building a benefits program that actually retains people

Beyond the checklist. What a modern benefits strategy looks like for a 200 to 800 person company competing for talent without throwing money at a system that is not working.

HR LeadersPeople OpsFounders
06
The conflict your broker hopes you never ask about

Most brokers are paid by the carriers they recommend. The bigger your premium, the more they earn. This session explains how compensation flows and what questions every employer should be asking.

CFOsBusiness OwnersHR Leaders

Who Books Jake

The right fit for
three kinds of shows.

HR and Benefits Podcasts

Practical, data-driven conversations for HR directors and benefits managers. Real claim data, real numbers, and the kind of insider perspective that most guests in this space will not touch.

Business and Entrepreneurship Shows

The health insurance conversation for founders, CEOs, and CFOs making million-dollar decisions about their plans every year without the information they need.

Personal Finance and Consumer Shows

Employees are making health insurance decisions with almost no real information. I am building content specifically to close that gap, and podcast appearances are part of how I do it.

What to Expect

What you get
when you book Jake.

01
Prepared, not scripted

I come knowing your show, your audience, and what angles will land. No generic answers that could fit any interview.

02
Real data, real claims

I reference actual employer claim outcomes. Not projections. Real numbers that make complex topics concrete for any audience.

03
No carrier bias

I am independent. No financial relationship with any carrier. That means I can say things most people in this industry will not say out loud.

Jake Rushton
20+
Years experience
$500M+
Employer decisions
100%
Independent

About Jake

20 years in.
Still asking hard questions.

Jake Rushton spent the first decade of his career advising companies on retirement plans before making the shift to health plan strategy, because someone had to start asking the questions the industry was built to avoid.

He is independent, which means no carrier quotas, no hidden compensation, and no incentive to recommend anything other than what actually works. He serves employers nationally with 200 to 800 employees.

He produces short-form education content on LinkedIn, YouTube, TikTok, and Instagram and hosts the Health Plan Masterclass, a free live training for HR directors, CFOs, and business owners.

Past Appearances

Where Jake
has shown up.

401(k) Specialist Podcast
Featured as a tech-forward advisor building community and content around retirement plan education.
Podcast
Vestwell Advisor Spotlight
Featured on building personal brand, content strategy, and niche specialization in financial services.
Feature
401(k) Specialist Magazine
Published contributor covering participant outcomes, advisor strategy, and retirement plan design.
Publication

Book Jake

Let's make it happen.

Tell me about your show or event and I will get back to you within 48 hours. I prepare specifically for your audience before every appearance.

  • Available for remote podcast recording, audio or video
  • Available for in-person keynotes and conference sessions
  • Preferred episode length: 30 to 60 minutes
  • I respond within 48 hours
Send a Booking Inquiry

Free Live Training

While you are here,
join the masterclass.

Free. Live. Every other Wednesday. 45 minutes of real education on how the health insurance system works and what employers can do about it.