The ShiftShapers Podcast

If your client was diagnosed with a critical illness, would they have ready access to a lump sum of money needed to cover the ever-increasing personal responsibility of their benefit plan? How would you advise them to pay for costs that aren't covered by their medical coverage? Critical Illness (CI) insurance offers a solution. In this episode, subject matter expert Ken Smith helps us to understand the product.

Get full show notes here: http://bit.ly/1D3g7Pc

Direct download: SHIFTSHAPERS042real.mp3
Category:general -- posted at: 6:00am EDT

CodeSixFour has recently  undertook a fascinating study of some of the new market realities that  advisors are facing today. We invited Eric to share more about that study and what he and his company have learned from it regarding customer relations and new opportunities for custom solutions. Join us to hear Eric explain the study's methodology, findings and conclusions.

Get full show notes and more information here: http://bit.ly/1yuNN7s

Direct download: SHIFTSHAPERS041.mp3
Category:general -- posted at: 6:00am EDT

We invited Ryan to talk about how the sales funnel has evolved in light of technological advances as well as the importance of speeding up the sales and delivery cycles. We also discuss the tools benefit advisors should equip themselves with in order to compete electronically in today’s market. Tune in to this value-packed episode to find out what you can do to get started!

Get full show notes and more information here: http://bit.ly/1C0yZxG

Direct download: SHIFTSHAPERS040.mp3
Category:general -- posted at: 6:00am EDT

Michael joins us today to discuss the current void in technology for benefits advisors and the importance of today's insurance market catching up to other industries. We discuss how technology can help advisors become more effective and efficient while also differentiating them in their markets.  Join us to find out about the new tools available and how they can help you step up your game!

Get full show notes and more information here: http://bit.ly/1A5XImU

Direct download: SHIFTSHAPERS039.mp3
Category:general -- posted at: 6:00am EDT

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