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Ep #265: Overcoming Small Market Challenges With Today’s Plans – with Josh Butler
Ep #265: Overcoming Small Market Challenges With Today’s Plans – with Josh Butler

Deconstructing health plans is a challenge – especially so in small markets. What are those conversations like, and is it possible to achieve success…

7 years, 4 months ago

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Ep #264: Deconstructing a Plan is Better Than Constructing A Plan - with Robson Baker
Ep #264: Deconstructing a Plan is Better Than Constructing A Plan - with Robson Baker

There is a great deal of discussion in our industry about “deconstructing” health plans and the benefits available when an employer embraces a decons…

7 years, 5 months ago

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Ep #263: Using Yoga and Meditation to Reduce Health Care Costs – with Naama Pozniak
Ep #263: Using Yoga and Meditation to Reduce Health Care Costs – with Naama Pozniak

Western medicine is not the only way to achieve health and wellbeing. How can Yoga and meditation affect your clients' health care spend and create a…

7 years, 5 months ago

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Ep #262: Don’t Make The Wrong Tech Decisions – Get Help First! – with Jeff Severson
Ep #262: Don’t Make The Wrong Tech Decisions – Get Help First! – with Jeff Severson

Within our own firm – and for clients – technology has become an often-confusing maze of choices. How do you know what to look for and how to make th…

7 years, 5 months ago

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Ep #261: Avoiding Landmines and Litigation in DI Claims – with Eric Buchanan
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)…

7 years, 5 months ago

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Ep# 260:  Beyond Product and Marketing: Hearing and Being Heard – with Dana Dombrowski
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…

7 years, 5 months ago

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Ep #259: Helping Clients Avoid “If I Had Only Known” Syndrome – with Jennifer Borislow
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, 6 months ago

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Ep #258: Can a 4th Generation Agency Go Value Based? – with Taylor Lindsey
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, 6 months ago

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Ep #257: Turn Data Into Action to Help Plans Deliver Results – with Ross Bjella
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, 6 months ago

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Ep #256: Talking About Wellness Making You Sick? What’s New and What’s Working - with Ed Buckley
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, 6 months ago

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