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Ep #255: Taft/Hartley Plans May Be The Leading Edge of Change – with Jacques Loveall
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, 7 months ago

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Ep #254: Legislation and Regulation Update - What To Watch – with Jessica Waltman
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, 7 months ago

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Ep #253: Medicare Advantage Plans Aren’t the Best Option for Most – with Mel Schlesinger
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, 7 months ago

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Ep #252: This Agency Is Designed To Flip The Industry On Its Head – with Braden Monaco
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, 7 months ago

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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, 8 months 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, 8 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, 8 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, 8 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, 9 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, 9 months ago

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