CEO Jess — Document Library | Plain-Language Benefits Education

Series 1 — Self-Funding Essentials

For HR Directors & CFOs

Plain-language guides for employer decision-makers navigating self-funded health plans.

Live now

Series 1 — Self-Funding Essentials

Self-Funding 101: The Employer's Plain-Language Guide

Everything your carrier hopes you never ask. Funding models, stop-loss, TPA selection, claims data, and your 12-month transition roadmap.

$27 early-bird

HR Directors · CFOs · Operations

Get it now — $27

New release

Series 1 — Self-Funding Essentials

Stop-Loss 201: Advanced Stop-Loss for Self-Funded Employers

Laser negotiations, stop-loss market shopping, captive arrangements, aggregate corridor management, and cost containment. For employers already self-funded.

$47

Self-funded employers

Get the guide — $47

Coming soon

Series 1

The Claims Data Playbook

How to read, benchmark, and act on your utilization data — and use it to negotiate better plan design and stop-loss terms at renewal.

$47

HR Directors · Finance teams

Coming soon

Series 1

The TPA Selection Guide

A complete employer RFP framework — evaluation criteria, scoring, contract negotiation, and transition management.

$47

HR Directors · Operations

Series 2 — Consultant's Library

For Benefits Consultants & Advisors

Practitioner-level guides for advisors building or growing a self-funded book of business.

New release

Series 2 — Consultant's Library

The Consultant's Guide to Self-Funding 101

How to position, explain, steward, and grow a self-funded book of business. Six chapters plus six ready-to-use tools — scripts, templates, and conversation guides.

$97

Benefits consultants · Advisors

Get the guide — $97

Coming soon

Series 2

The QBR Mastery Guide

How to run quarterly business reviews that build loyalty, surface opportunities, and make you irreplaceable.

$97

Benefits consultants

Coming soon

Series 2

Prospecting the Fully Insured Market

How to identify, approach, and convert fully insured employers — without pitching products.

$97

Benefits consultants

Series 3 — Compliance & HR Strategy

For HR Professionals

Plain-language compliance guides — every federal deadline explained without legal jargon.

New release

Series 3 — Compliance & HR Strategy

The Annual Benefits Compliance Calendar

Every ERISA, ACA, COBRA, and HIPAA deadline organized by month with plain-language explanations and penalty amounts. Printable and reusable every year.

$39

HR Directors · Payroll · Compliance

Get the calendar — $39

Coming soon

Series 3

ERISA Plain & Simple

Fiduciary duties, plan documents, SPDs, claims procedures, and appeals — without legal jargon.

$47

HR Directors

Coming soon

Series 3

ACA Compliance for Employers

Employer mandate, affordability, and 1094/1095-C reporting — explained plainly.

$47

HR Directors · Payroll

Coming soon

Series 3

COBRA, HIPAA & Continuation Coverage

Qualifying events, notice deadlines, premium rules, and the compliance calendar HR teams need.

$47

HR Directors

Coming soon

Series 3

The Open Enrollment Playbook

Timeline, communication strategy, scripts, and the FAQs HR teams face every year.

$47

HR Directors

Coming soon

Series 3

HSA, HRA & FSA Explained

Contribution limits, eligibility rules, and a plan design strategy that maximizes tax advantage.

$47

HR Directors · Employees

Coming soon

Series 3

Mental Health Parity Compliance

MHPAEA requirements, NQTL analysis, and what employers must document in 2026 and beyond.

$47

HR · Compliance · Consultants

Bundle pricing

Save when you buy the series

Every bundle includes instant download of all included titles — PDF and editable Word doc for each.

Live now — 2 titles

Employer Starter Pack

$67 saves $27

Self-Funding 101 + Stop-Loss 201. The foundation and the advanced toolkit — everything an employer needs to manage a self-funded plan confidently.

Self-Funding 101 ($47 value)

Stop-Loss 201 ($47 value)

HR Compliance Pack

$57 saves $29

Self-Funding 101 + Annual Benefits Compliance Calendar. Start with the funding strategy, then never miss a federal deadline again.

Self-Funding 101 ($47 value)

Annual Benefits Compliance Calendar ($39 value)

Most popular

Employer Complete Library

$117 saves $56+

All three employer-facing titles live now — plus every Series 1 and Series 3 title added automatically as they publish.

Self-Funding 101

Stop-Loss 201

Annual Benefits Compliance Calendar

Future Series 1 & 3 titles included

Consultant's Professional Library

$247 saves $80+

All employer guides, all consultant guides, all compliance guides. The complete toolkit for benefits advisors who want to lead with education.

All Series 1 employer guides

All Series 2 consultant guides

All Series 3 compliance guides

CEO Jess Complete Library

$497 saves $900+

All 14 titles across all three series. Lifetime access including all future editions. White-label license for consultants — share with employer clients as your own resource.

All 14 titles ($1,400+ if bought separately)

Lifetime access — all future editions free

White-label license included

Priority access to new releases

CEO Jess

Benefits Consultant & Educator

I spent 15 years consulting employers on health plan strategy — working with mid-market and large-group companies to design better plans, reduce costs, and navigate the decisions most brokers never fully explain.

What I kept seeing: employers making their single largest non-payroll decision with almost no real information. HR directors accepting renewal increases because no one explained they had another option. Compliance deadlines missed because no one put them in plain language.

This library is the information I wish every employer — and every consultant — had before their next renewal conversation. No carrier talking points. No jargon. Just 15 years from the inside.