The ShiftShapers Podcast

In this episode, we explore some of the most common questions advisors ask about self-funding and discuss concerns ranging from minimum group size to tools and techniques. Our guest on this episode of ShiftShapers is Adam Russo, Esq., co-founder and CEO of The Phia Group, as well as the founding and managing partner at a law firm, Russo & Minchoff. He believes that, in light of the healthcare reform, the current environment is full of exciting opportunities that many brokers can take advantage of.

We also have a frank exchange about what is behind recent efforts by some Departments of Insurance to try to put the brakes on certain segments of self-funding and the potential impact that may have on employers seeking an alternate to the fully insured marketplace.

Get full show notes and more information here: http://bit.ly/2V65VVR 

Direct download: SHIFTSHAPERS247.mp3
Category:general -- posted at: 11:00am EDT

Tobe Gerard shares valuable insight into how she built a successful agency specializing in long-term care insurance. She had 20 years of experience in the insurance industry before starting her firm, and for the past 15 years, she's built a highly efficient, effective and successful agency using a unique strategy.

You can find show notes and more information by clicking here: http://bit.ly/2EzblTQ 

Direct download: SHIFTSHAPERS246.mp3
Category:general -- posted at: 11:00am EDT

On this episode of ShiftShapers, our guest and I discuss the new and diverse tools that advisors within the insurance industry are using to market their businesses. The fastest growing method happens to be video, and Bart Camarata is an expert on the topic.

Bart is the creator and host of BenefitAdvisor TV, where he leverages his Middle Tennessee State education to produce quality video content. Bart takes on some preconceptions about video - is it expensive to get started? and is it difficult to get started? We also discuss how advisors and agencies can begin to use video in a variety of ways to market their practices. 

You can find show notes and more information by clicking here: https://bit.ly/2EgfxHL

Direct download: SHIFTSHAPERS245.mp3
Category:general -- posted at: 11:00am EDT

Drug costs are soaring and driving more of medical spend than ever before. The good news is that there are tools coming to market to help consumers and plans alike.

That is what our guest, Gary Becker, CEO of ScriptSourcing, and I discuss on this episode. We begin with an exploration of why prescription drugs are so much more expensive in the United States than they are in other countries. We discuss the particular drugs that are driving the pharma cost component to all-time highs.

You can find show notes and more information by clicking here: https://bit.ly/2Qcy3b6

Direct download: SHIFTSHAPERS244.mp3
Category:general -- posted at: 11:00am EDT

Clients want more than a broker slinging the same old solutions – they want an advisor who can help them understand where the money is going, and how to control their spend over the entire claims spend continuum. Our guest on this episode, former professional poker player turned benefits advisor John Sbrocco, has spent time, money and a whole lot of effort to be that advisor, and in the 2-part interview, he shares what he has learned.

You can find show notes and more information by clicking here: http://bit.ly/2PSECPW   

Direct download: SHIFTSHAPERS243.mp3
Category:general -- posted at: 11:00am EDT

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