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Ep #71: What You Need to Know About Mergers and Acquisitions – With Brett Rosen
In this episode of The ShiftShapers podcast, we interview Brett Rosen, Executive Vice President of Mergers & Acquisitions at Digital Benefit Advisors…
10 years, 7 months ago
Ep #70: Voluntary Benefits, Part 2: The Large Group Market – With Frank Doherty and Brian Jund
On this second part of our look at the voluntary benefits, we invited Frank Doherty and Brian Jund, Co-founders of National Benefit Partners, to the …
10 years, 7 months ago
Ep #69: Voluntary Benefits, Part 1: The Small And Mid Market - With Matt Boeshore and Gail Stark
For many advisors, voluntary benefits have gone from being a specialty area to being an integral part of their everyday businesses. Others are findin…
10 years, 7 months ago
Ep #68: The Benefit Advisors' "Secret Weapon" – With Lillian Shapiro
At the recent NAHU Convention, we spoke with Lillian Shapiro, president of HR360, about some of the challenges that benefits advisors face from compa…
10 years, 7 months ago
Ep #67: Using Data To Lower Costs, Increase Quality And Drive Client Value – With Troy Cook
At the recent National Association of Health Underwriters Convention we invited Troy Cook, Vice President of Sales & Development at Telligen to discu…
10 years, 8 months ago
Ep #66: Stand Out by Personalizing Your Marketing - With Barbara Saxton
From social media to video email marketing, one of the common themes we heard a lot of folks talking about at the recent National Association of Heal…
10 years, 8 months ago
Ep #65: What You Need To Know To Position Self Insurance – With Jay Kempton
Jay Kempton, president & CEO of The Kempton Group has been described as “the personification of a disruptive force in the self funded world.” In our …
10 years, 8 months ago
Ep #64: Lessons Learned From Retailers Deliver a Better Client Experience – With Kara Trott
It often seems as though the world of employee benefits is exempt from many of the forces that impact other industries. Kara Trott, Founder & CEO of …
10 years, 8 months ago
Ep #63: Is Today's System Like Organized Crime? – With Hobson Carroll
We try to include a lot of different voices on the ShiftShapers podcast, and we have been missing an actuary’s perspective. Our guest on this episod…
10 years, 9 months ago
Ep #62: Understanding and Positioning Captive Insurance Arrangements – With Mark Gaunya
Mark Gaunya returns to ShiftShapers to discuss the use of Captive Insurance Arrangements as an alternate funding mechanism for your clients. More and…
10 years, 9 months ago