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FSL has more than 30 years experience developing stop-loss contracts that protect against catastrophic or unpredictable losses for small to mid-sized organizations with self-funded employee benefit plans.
Fidelity has three decades of experience underwriting the two primary types of stop-loss insurance:
For the past 20 years, Don has helped FSL navigate swirling market currents to deliver sustained growth and satisfied partners for FSL’s Stop-Loss business unit. His creative approach is the result of more than 30 years spent in sales, marketing, and underwriting roles with some of the nation’s largest insurance and reinsurance companies.
James brings over 12 years of leadership experience in financial services and wealth management to FSL’s Stop-Loss business unit. Prior to joining FSL in 2021, James held the positions of Chief Compliance Officer, Vice President of Operations and Director of Trading at Creative Planning, LLC, where he found a passion for building effective internal teams and developing strong partnerships with some of the world’s largest financial institutions.