Podcast Episodes

Back to Search
Ep #41: Become the New Generation Benefit Advisor - With Eric Rentsch
Ep #41: Become the New Generation Benefit Advisor - With Eric Rentsch

On previous episodes we’ve talked about the different tools and pieces of technology that advisors can use in their practices. But, according to a st…

11 years, 2 months ago

Short Long
View Episode
Ep #40: Maximize Your Profits through Technology Upgrades - With Ryan Pinney of Pinney Insurance Center
Ep #40: Maximize Your Profits through Technology Upgrades - With Ryan Pinney of Pinney Insurance Center

In today’s on-demand market, clients are looking for progressively faster solutions to their problems. So how do we, as benefit advisors, keep up wit…

11 years, 2 months ago

Short Long
View Episode
Ep #39: Profit From the Convergence of Technology and Benefits – With Michael Lujan
Ep #39: Profit From the Convergence of Technology and Benefits – With Michael Lujan

Advisors doing more and earning less need new tools to deal with today’s benefits environment. Unfortunately, according to our guest, our industry is…

11 years, 2 months ago

Short Long
View Episode
Ep #38: What If Doctors Bid On Your Medical Care? – With Chris Hobbs
Ep #38: What If Doctors Bid On Your Medical Care? – With Chris Hobbs

In this episode we are speaking with Chris Hobbs, CFO at MediBid. As a Canadian who immigrated to the United States, Chris brings an interesting pers…

11 years, 2 months ago

Short Long
View Episode
Ep #37: Don't be Sony! Secure Your Communications – With Peter Schaub
Ep #37: Don't be Sony! Secure Your Communications – With Peter Schaub

Today on ShiftShapers podcast, we welcome Peter Schaub, president and CEO of NeoCertified. Peter is our go-to subject matter expert for learning abou…

11 years, 3 months ago

Short Long
View Episode
Ep #36: Building A Successful Referral-Based LTC Practice – With Tobe Gerard
Ep #36: Building A Successful Referral-Based LTC Practice – With Tobe Gerard

On this episode of ShiftShapers podcast, we’re very excited to welcome Tobe Gerard, the owner of Tobe Gerard Insurance. After 20 years in the industr…

11 years, 3 months ago

Short Long
View Episode
Ep #35: Help Employers Turn ACA Changes Into A Competitive Advantage - With Craig Scurato
Ep #35: Help Employers Turn ACA Changes Into A Competitive Advantage - With Craig Scurato

On this episode of ShiftShapers podcast, we welcome Craig Scurato, founder and managing member at Simplifi Benefits. Post ACA, Craig has crafted some…

11 years, 3 months ago

Short Long
View Episode
Ep #34:  Self Funding Tactics, Strategies and Opportunities - With Craig Lack
Ep #34: Self Funding Tactics, Strategies and Opportunities - With Craig Lack

Today, we’re talking to Craig Lack, CEO of Premium Reduction Strategies. He is a best-selling author and nationally-recognized health care expert and…

11 years, 3 months ago

Short Long
View Episode
Ep #33: A More Authentic Approach to Group Benefits - With Mindy Lamont
Ep #33: A More Authentic Approach to Group Benefits - With Mindy Lamont

Our guest on the program today is Mindy Lamont, the creator and founder of The Insurist. The Insurist, as Mindy calls it, is a down-to-earth approach…

11 years, 4 months ago

Short Long
View Episode
Ep #32: Guaranteed Standard Issue DI - A Perfect Fit With Your Group Book - With Bob Tretter
Ep #32: Guaranteed Standard Issue DI - A Perfect Fit With Your Group Book - With Bob Tretter

Your existing groups are a perfect place to prospect for Guaranteed Standard Issue individual DI. The market is wide open, the underwriting is more a…

11 years, 4 months ago

Short Long
View Episode

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us