The ShiftShapers Podcast

A client called to tell Jennifer Borislow that two employees who were away on vacation had an accident and informed her that one died, one has serious injuries. The client asked for help and Jennifer soon learned that because the employees were young and had not done much – if any – advance planning, sorting through all of the challenges for them and their families would become a very complicated matter. Founder of Borislow Insurance, Jennifer reflected on how to keep this from happening to others and she and two agency specialists wrote a new book, If I Had Only Known.

Get full show notes and more information here: http://bit.ly/2XKsmS2  

Direct download: SHIFTSHAPERS259.mp3
Category:general -- posted at: 11:00am EDT

Taylor Lindsey is a partner at Employee Benefit Consultants, but he is also the fourth-generation member of the firm and he is working to morph this highly-respected old-line agency into a totally modern value-based, data-driven firm. Listen in and learn some of the tools and techniques he has employed to overcome that challenge.

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

Direct download: SHIFTSHAPERS258.mp3
Category:general -- posted at: 11:00am EDT

Increased interest in self-funded plans means more clients are gaining access to data, but data without interpretation that creates actionable changes is pretty much useless. Ross Bjella, CEO of Alithias knows how to make that happen –and shares his insight on this episode.

Get full show notes and more information here: https://bit.ly/2Um6A53 

Direct download: SHIFTSHAPERS257.mp3
Category:general -- posted at: 11:00am EDT

Wellness is evolving, but it is also an often-challenging subject for advisors. What is working and what isn’t? What will provide a demonstrable ROI and how do you set expectations and position these programs with prospects and clients? Ed Buckley, Chairman and CEO of Peerfit, has studied this area for years and has the answers you need to make wellness an integral part of your offerings.

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

Direct download: SHIFTSHAPERS256.mp3
Category:general -- posted at: 11:00am EDT

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