Podcast Episodes
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Ep #261: Avoiding Landmines and Litigation in DI Claims – with Eric Buchanan
From application to claims, DI is a bit of a different animal. Underwriting is both medical and financial, and policy provisions are (understandably)…
6 years, 11 months ago
Ep# 260: Beyond Product and Marketing: Hearing and Being Heard – with Dana Dombrowski
Product, marketing and technical knowledge alone are not enough to be effective with today’s prospects and clients. Dana Dombrowski, a coach with Hit…
6 years, 11 months ago
Ep #259: Helping Clients Avoid “If I Had Only Known” Syndrome – with Jennifer Borislow
A client called to tell Jennifer Borislow that two employees who were away on vacation had an accident and informed her that one died, one has seriou…
7 years ago
Ep #258: Can a 4th Generation Agency Go Value Based? – with Taylor Lindsey
Taylor Lindsey is a partner at Employee Benefit Consultants, but he is also the fourth-generation member of the firm and he is working to morph this …
7 years ago
Ep #257: Turn Data Into Action to Help Plans Deliver Results – with Ross Bjella
Increased interest in self-funded plans means more clients are gaining access to data, but data without interpretation that creates actionable change…
7 years ago
Ep #256: Talking About Wellness Making You Sick? What’s New and What’s Working - with Ed Buckley
Wellness is evolving, but it is also an often-challenging subject for advisors. What is working and what isn’t? What will provide a demonstrable ROI …
7 years ago
Ep #255: Taft/Hartley Plans May Be The Leading Edge of Change – with Jacques Loveall
Our guest on this episode, Jacques Loveall, is Chairman of the United Food and Commercial Workers Trust, which, after being buffeted by the system as…
7 years, 1 month ago
Ep #254: Legislation and Regulation Update - What To Watch – with Jessica Waltman
Contributor Jessica Waltman joins us for her quarterly visit to discuss the legislative and regulatory changes going on in Washington. Beyond the joc…
7 years, 1 month ago
Ep #253: Medicare Advantage Plans Aren’t the Best Option for Most – with Mel Schlesinger
In Mel Schlesinger’s new book, The Better Medicare Solution: What No One Is Telling You, he does the math and lays out his belief that Medicare Suppl…
7 years, 1 month ago
Ep #252: This Agency Is Designed To Flip The Industry On Its Head – with Braden Monaco
Can you create an agency that is focused more on relationships and results than on the traditional sales-driven mentality? That’s what Braden Monaco,…
7 years, 1 month ago