The-Shift-Shapers-Podcast-(Rough-Comp-2)

With the stratospheric rise in advisor interest in self-funding as a base financing design for bringing other state-of-the-art tools to employers, it is critical for advisors to understand the components and players. Jonathan Socko is Senior Vice President for Sales & Business Development for East Coast Underwriters and offers his advice for newbies and seasoned practitioners as well.

What You’ll Learn From this Episode:

  • The difference between a General Agent, an MGU, a Direct Writer and a TPA.
  • How to get good advice and what each player brings to your table.
  • Whether Health Care Captive arrangements will be more dominant in 2019.
  • How suitability should inform your decisions on bringing prospects and clients into a self-funded financing arrangement.
  • What the key components of a quote are.

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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.

Listen in as Bart shares his thoughts on why he believes the video is the “King of All Media,” and explains how simple it can be for advisors to get started with the medium. We wrap up by laying out how video builds businesses and constitutes social proof in today’s market.

What You’ll Learn From this Episode:

  • The immediate advantages of video, including its ability to hit emotional chords better than other media.
  • Why video marketing is not just a “carrier thing.”
  • How advisors can get started with video.
  • How modern technology allows you to avoid breaking the bank and produce great content.
  • The ways that videos achieve social proof.

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The-Shift-Shapers-Podcast-(Rough-Comp-2)

As our population ages and medicine gets better, we are dealing with more chronic disease than ever before – and it is a huge cost driver in overall medical spend. Most of it falls into five categories and it represents a significant portion of overall spend. Sterling Smith, Director of Ventures at ACAP Health, offers perspective, as well as tools and techniques advisors can use to help their clients.

What You’ll Learn From this Episode:

  • How do you define “chronic disease”?
  • What the scope of the problem is.
  • What are the major categories employers are seeing?
  • Can an advisor help to deliver measurable, repetitive savings?
  • What are reasonable cost saving objectives?

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