The ShiftShapers Podcast

In this episode of The ShiftShapers podcast, Crystal explains the basics of stop loss coverage. We explore strategies and tactics that advisors can use when discussing this cost driver with prospects and clients. Crystal also gives us the carrier's perspective on this unique strategy as applied to fully-insured plans. This is a novel conversation that will help you to differentiate yourself and deliver value-added intelligence for your clients.

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

Direct download: SHIFTSHAPERS073.mp3
Category:general -- posted at: 6:00am EDT

We discuss some of the issues with the traditional agency systems, as well as compensation compression and what Emily and other new independent benefits advisors are doing to solve those problems.

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

Direct download: SHIFTSHAPERS072.mp3
Category:general -- posted at: 6:00am EDT

In this episode of The ShiftShapers podcast, we interview Brett Rosen, Executive Vice President of Mergers & Acquisitions at Digital Benefit Advisors. We begin our wide-ranging interview by exploring the most important things driving the M&A wave. Brett offers his expertise and opinions on the advantages some firms find by becoming a part of a larger organization.

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

Direct download: SHIFTSHAPERS071.mp3
Category:general -- posted at: 6:00am EDT

Join us to discover how the large groups have used voluntary benefits in the past and how new benefits are coming to market. We also explore how PPACA has accelerated the interest in voluntary products as a key part of an employer's overall benefit strategy.

Frank and Brian discuss some of the innovative, non-traditional, solution-based offerings in the VB space that have come to the forefront in the recent years. We also explore the hurdles consultants have to overcome when having effective conversations with clients and prospects and the key role technology plays in the implementation process.

Get full show notes and more information here: http://bit.ly/1W67ZZl

Direct download: SHIFTSHAPERS070.mp3
Category:general -- posted at: 6:00am EDT

Matt and Gail discuss what the voluntary benefits marketplace looked like just a few years ago and how it has evolved in the recent years. We discuss the key role of technology and what benefits advisors need to know to be able to have that VB conversation with employers. We also explore some of the newer, more uncommon benefits being offered and discuss the impact PPACA has had this fast-growing area.

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

Direct download: SHIFTSHAPERS069.mp3
Category:general -- posted at: 6:00am EDT

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