The ShiftShapers Podcast

Joel Ray is the chairman and CEO of New Benefits joins us on this week's podcast to share helpful information about what non-insured benefits are available and how advisors can incorporate them with their clients, and how to use them as a differentiator with prospects.

You can find show notes and more information by clicking here: http://bit.ly/292qbjE

Direct download: SHIFTSHAPERS116.mp3
Category:general -- posted at: 11:00am EDT

In an earlier episode, we examined the structure and context of the DOL's newest edict. And while it is great to know the ins and outs of the rule, the more pressing question for practitioners is what it actually means at "ground level". That aspect of the rule has been missing in some of the recent press coverage, so ShiftShapers went to an expert and educator to learn more. This is especially important information for benefits advisors who occasionally find themselves in areas covered by these regulations and for those who may be thinking about expanding their practices into those disciplines.

You can find show notes and more information by clicking here: http://bit.ly/1UA9j2S 

Direct download: SHIFTSHAPERS115.mp3
Category:general -- posted at: 11:00am EDT

Helping consumers engage more easily with your services can help you maximize your efforts and your profitability. But what components do you need and how do you deliver them for best effect?

Veer Gidwaney, the co-founder and CEO at Maxwell Health, joins us this week to answer these questions and more. He has extensively studied benefits technology platforms and shares his knowledge about how we can seamlessly integrate benefits enrollment, management, and other tools to redefine the way clients understand managing their health.

You can find show notes and more information by clicking here: http://bit.ly/1UkXpxL

Direct download: SHIFTSHAPERS114.mp3
Category:general -- posted at: 11:00am EDT

In her last quarterly visit with us, Jessica Waltman profiled the Ds vs. the Rs regarding the Employer Health Tax Exclusion. A lot has happened since then. In this episode, we explore some recent Congressional hearings on the matter and alternatives being offered from across the political spectrum. You may be surprised by some of the political alignments on this most important issue!

You can find show notes and more information by clicking here: http://bit.ly/1t26XUj

Direct download: SHIFTSHAPERS113.mp3
Category:general -- posted at: 11:00am EDT

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