The ShiftShapers Podcast

In part two of two, Bill Dyess and I continue our conversation about the future of Long Term Care insurance. 

Bill and I talk about how hybrid policies, which combine life insurance or annuities with Long Term Care insurance, have added a new wrinkle to the insurance marketplace. We weigh some of the pros and cons of hybrid plans and highlight the importance of the advisor's role as consumer educator. We also talk about why the caregiver side of the equation is important to weigh in the discussion of Long Term Care insurance.

Get full show notes and more information here: http://bit.ly/2l9IQ1u 

Direct download: SHIFTSHAPERS151.mp3
Category:general -- posted at: 11:00am EDT

On this first of a two-part series on the ShiftShapers Podcast, we'll investigate a resurging need for long-term care insurance. There is a 75% chance that those who reach the age of 65 will need long-term care at some point in their lives. Our guest, Bill Dyess, is President of Dyess Insurance Services. He is one of the country's foremost experts on long-term care.

Get full show notes and more information here: http://bit.ly/2ksSkJG

 

 

Direct download: SHIFTSHAPERS150.mp3
Category:general -- posted at: 11:00am EDT

According to the CDC, over 29 million people in the US are diabetic, a sharp increase from past decades. It also costs more than $176B to treat diabetes - so how can employers and employees manage the treatment and complications of this lifelong disease?
 
Tom Milam distinguishes between the two components contributing to the scope of the problem, which is affecting employees across age cohorts: costs associated with diagnosing and maintaining, and those associated with complications. Tom also talks about the struggle to keep employees engaged with the daily choices they must make to keep diabetes in check or even in remission.

Get full show notes and more information here: http://bit.ly/2ksxndV 

Direct download: SHIFTSHAPERS149.mp3
Category:general -- posted at: 11:00am EDT

Ryan Pinney, President of Insureio, joins us on this episode to talk about how new CRMs targeted specifically at insurance agents, advisors, and other professionals are changing the practice management landscape. CRMs can help you maximize your sales time, keep up with clients, and prospect more effectively. Ryan describes several different CRMs and the rules-based software you can use to streamline your entire selling process. We also touch on why you must get a CRM that is explicitly secure enough for HIPAA guidelines.

Get full show notes and more information here: http://bit.ly/2kZy3eR 

Direct download: SHIFTSHAPERS148.mp3
Category:general -- posted at: 11:00am EDT

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