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Ep #251: What If Employees Owned Their Employer-based Plans? – with Mark Blum
Ep #251: What If Employees Owned Their Employer-based Plans? – with Mark Blum

Mark Blum has taken a very different path to get to the healthcare universe – starting as a labor organizer and negotiator who quickly found healthca…

7 years, 1 month ago

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Ep #250: How To Enable Reference Based Pricing Without Freaking Out Clients and Employees – with Lester Morales
Ep #250: How To Enable Reference Based Pricing Without Freaking Out Clients and Employees – with Lester Morales

We have had a few guests discussing RBP, but the inevitable comments come down to how to implement it successfully more than how the components work …

7 years, 2 months ago

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Ep #249: Navigate From Commissions To Fees and Gain Control – with Cheryl Perez
Ep #249: Navigate From Commissions To Fees and Gain Control – with Cheryl Perez

Have you finally “had it” with commission compression, but don’t have a clue about how to escape the commission boa constrictor and move toward a fee…

7 years, 2 months ago

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Ep #248: Stop Loss - Who’s Who, What’s What and Why’s Why – with Jonathan Socko
Ep #248: Stop Loss - Who’s Who, What’s What and Why’s Why – with Jonathan Socko

With the stratospheric rise in advisor interest in self-funding as a base financing design for bringing other state-of-the-art tools to employers, it…

7 years, 2 months ago

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Ep #247: How to Have a Self-Funding Conversation with Employers – with Adam Russo
Ep #247: How to Have a Self-Funding Conversation with Employers – with Adam Russo

In this episode, we explore some of the most common questions advisors ask about self-funding and discuss concerns ranging from minimum group size to…

7 years, 2 months ago

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Ep #246: Building A Successful Referral-Based LTC Practice – with Tobe Gerard
Ep #246: Building A Successful Referral-Based LTC Practice – with Tobe Gerard

Tobe Gerard shares valuable insight into how she built a successful agency specializing in long-term care insurance. She had 20 years of experience i…

7 years, 3 months ago

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Ep #245: The Magic of Marketing Your Practice with Video – With Bart Camarata
Ep #245: The Magic of Marketing Your Practice with Video – With Bart Camarata

On this episode of ShiftShapers, our guest and I discuss the new and diverse tools that advisors within the insurance industry are using to market th…

7 years, 3 months ago

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Ep #244: Countering Rising Medical Spend from Pharma - With Gary Becker
Ep #244: Countering Rising Medical Spend from Pharma - With Gary Becker

Drug costs are soaring and driving more of medical spend than ever before. The good news is that there are tools coming to market to help consumers a…

7 years, 3 months ago

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Ep #243: No Bluffing: How You Can Transform from Broker to Benefits Advisor - with John Sbrocco (Part 2)
Ep #243: No Bluffing: How You Can Transform from Broker to Benefits Advisor - with John Sbrocco (Part 2)

Clients want more than a broker slinging the same old solutions – they want an advisor who can help them understand where the money is going, and how…

7 years, 3 months ago

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Ep #242: No Bluffing: How You Can Transform from Broker to Benefits Advisor - with John Sbrocco (Part 1)
Ep #242: No Bluffing: How You Can Transform from Broker to Benefits Advisor - with John Sbrocco (Part 1)

Clients want more than a broker slinging the same old solutions – they want an advisor who can help them understand where the money is going, and how…

7 years, 3 months ago

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