SAVINGS NOW, SURPLUS LATER WITH AETNA FUNDING ADVANTAGE

With small group Aetna Funding Advantage (AFA) plans, your clients can save more now and get a guaranteed surplus later when they renew.  These offers are available to new groups (10-100 enrolled employees) with effective dates from March 1, 2021 to September 1, 2021.

Savings now with our administrative fee credit
With Aetna Funding Advantage, your clients can save now with a $125 administrative fee credit per enrolled employee*.  This applied for groups with 10-100 enrolled employees, for example:

• With 12 enrolled employees your client will get $1,500 credit
• With 30 enrolled employees your client will get $3,750 credit
• With 80 enrolled employees your client will get $10,000 credit

You’ll see the administrative fee credit applied to your clients second and third bills.

And save big later with a guaranteed surplus  

Your clients are guaranteed to save big later with our surplus guarantee.  Aetna Funding Advantage offers small businesses the claims protection they need and the opportunity for the surplus payout they deserve. On average, half of Aetna Funding Advantage groups have a surplus at time of renewal.** And now, we’re sweetening the deal. All March 1, 2021 through September 1, 2021 Aetna Funding Advantage new business groups with 10-100 enrolled employees will get a surplus if they renew.

    Guaranteed Surplus Tiers

  • 10 to 14 enrolled employees=$1,500
  • 15 to 24 enrolled employees=$2,000
  • 25 to 50 enrolled employees=$5,000
  • 51 to 100 enrolled employees=$7,500

Tiers based on enrolled employees at new business effective date.***

If a group renews and their claims funding surplus is above the amount guaranteed, they will get the higher amount refunded to their AFA bank account 90-150 days after renewal.

If a group renews and their claims funding surplus is below the amount guaranteed, we’ll apply the balance as a reduction to their administrative fee for the next year.***

Reach out to your Aetna Sales Executive for details.

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