The ShiftShapers Podcast

There is a great deal of discussion in our industry about “deconstructing” health plans and the benefits available when an employer embraces a deconstructed plan while working with the correct advisor. Robson Baker, advisor at Clarus Benefits, has studied this strategy and has great advice for those already working on deconstructed plans, and for those who aspire to help employers embrace this technique. 

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

Direct download: SHIFTSHAPERS264.mp3
Category:general -- posted at: 11:00am EDT

Western medicine is not the only way to achieve health and wellbeing. How can Yoga and meditation affect your clients' health care spend and create a better environment for their employees? Naama Pozniak, CEO of A+ Insurance Services, has dedicated herself to bringing those disciplines to advisors and their clients.

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

Direct download: SHIFTSHAPERS263.mp3
Category:general -- posted at: 11:00am EDT

Within our own firm – and for clients – technology has become an often-confusing maze of choices. How do you know what to look for and how to make the right long-term choice? Jeff Severson, President of Trinity Advisors, has made a career of learning how to keep advisors and their clients from falling into tech traps.

Get full show notes and more information here: http://bit.ly/2P3eLkY 

Direct download: SHIFTSHAPERS262.mp3
Category:general -- posted at: 11:00am EDT

From application to claims, DI is a bit of a different animal. Underwriting is both medical and financial, and policy provisions are (understandably) more complex than a life sale. Death is not subjective, but disabilities are, and oftentimes this leads to claim challenges. Eric Buchanan, JD, and his firm help claimants when the rubber meets the road.

Get full show notes and more information here: http://bit.ly/2I7RlcF 

Direct download: SHIFTSHAPERS261.mp3
Category:general -- posted at: 11:00am EDT

Product, marketing and technical knowledge alone are not enough to be effective with today’s prospects and clients. Dana Dombrowski, a coach with Hit The Ground Running, shares some of her tips and techniques for advisors who need to listen more carefully, speak more clearly, and act more deliberately.

Get full show notes and more information here: http://bit.ly/2U7RK5h  

Direct download: SHIFTSHAPERS260.mp3
Category:general -- posted at: 11:00am EDT

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