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

Steve Watson is a CFO/CHRO of a 500-life group who has learned that there is a critical lack of understanding about benefits among his peers. In this interview, Steve offers his candid impressions about his efforts to educate other C-suite leaders and how benefits advisors can be more effective when talking with them.

What You’ll Learn From this Episode:

  • How Steve started his benefits education journey.
  • What surprised him the most as he learned more and more.
  • How should benefits advisors talk with C-suite dwellers?
  • How does an advisor get the attention of a corporate leader?
  • Why words matter.

Featured on the Show:

Listen to the Full Interview:

This Episode is Sponsored by:

Enjoy The Show?

Subscribe-with-iTunes-smallSubscribe-with-Stitcher-smalliHeartRadio-small

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.

Featured on the Show:

Listen to the Full Interview:

This Episode is Sponsored by:

Enjoy The Show?

Subscribe-with-iTunes-smallSubscribe-with-Stitcher-smalliHeartRadio-small