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

How can plan participants use transparency tools to stay in network, but still find less expensive, higher quality care? Bill Hennessey is CEO at Pratter, Inc. and says the data proves – without argument – that providing transparency tools that are easy to use will help employers and their employees bust through the price/quality walls.

What You’ll Learn From this Episode:

  • What are the real components of a hospital charge?
  • Why there is such unreal variation in pricing.
  • Health care vs. Health Insurance.
  • Why we have a broken, rigged system.
  • What laws have to change.

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

How do you deal with a bifurcated market, and what can we learn from our Taft/Hartley cousins? Jim Garrison, President at Pacific Federal, a private TPA in Southern California, discusses that and more in this episode.

What You’ll Learn From this Episode:

  • How to deal with different market segments in the same state.
  • How the cannabis industry is changing benefits delivery.
  • Why agency rollups are both a curse and a blessing.
  • How the field service component is still the key.
  • What can Taft/Hartley accounts learn from traditional plans?

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

A personal encounter with the medical system led to a decision that making a difference required a different approach. So Adam Berkowitz launched an agency that takes a new-day perspective in its operations and interactions with clients.

What You’ll Learn From this Episode:

  • The personal experience that began the process.
  • Leveraging technology to control expense and enable scaling.
  • Focusing on being educational and consultative.
  • The St. Louis market and its influence.
  • Working with the shifting mindset of clients.

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

With the massive amount of creative disruption happening in our industry, the need for advisor education is greater than ever. The University of Lynchburg’s Tom Scott has relied on industry experts and others to create a new Masters degree which focuses on the practical aspects of the new world of health benefits.

What You’ll Learn From this Episode:

  • How a Ph.D. in quantitative analysis found his way to the healthcare space.
  • Why health care education is a true blue ocean – and why that can’t continue.
  • Looking at health care costs from square 1 was the starting point.
  • Structure as 5, 10-week courses with top industry figures as lecturers and teachers – all online.
  • Solutions are available for our challenges – if we work and study together.

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

With the massive amount of creative disruption happening in our industry, the need for advisor education is greater than ever. The University of Lynchburg’s Tom Scott has relied on industry experts and others to create a new Masters degree which focuses on the practical aspects of the new world of health benefits.

What You’ll Learn From this Episode:

  • How a Ph.D. in quantitative analysis found his way to the healthcare space.
  • Why health care education is a true blue ocean – and why that can’t continue.
  • Looking at health care costs from square 1 was the starting point.
  • Structure as 5, 10-week courses with top industry figures as lecturers and teachers – all online.
  • Solutions are available for our challenges – if we work and study together.

Featured on the Show:

Listen to the Full Interview:

This Episode is Sponsored by:

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

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.

What You’ll Learn From this Episode:

  • How the agency originally formed.
  • What geographical challenges added to the mix.
  • How to help very traditional employers make the transition.
  • How the sales cycle has changed dramatically.
  • Why starting with the financing is a bad idea.

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

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.

What You’ll Learn From this Episode:

  • How and why wellness became a thing.
  • What early models looked like, and why they weren’t productive.
  • What are some of the newer, innovative wellness plans doing?
  • How to have the “wellness” conversation.
  • Setting employer expectations.

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

Our guest on this episode, Jacques Loveall, is Chairman of the United Food and Commercial Workers Trust, which, after being buffeted by the system as end users and an (almost) afterthought, has made some long-overdue changes in ownership and control of healthcare delivery. It is has been a fascinating journey, and they are just getting started.

What You’ll Learn From this Episode:

  • Why Taft/Hartley plans are different from commercial plans.
  • The journey from afterthought end user to ownership and control.
  • Why Hotel & Restaurant Employees in New York own hospital facilities.
  • Is this model analogous to the original Kaiser plans?
  • How does our guest envision this as a growing movement?

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

In Mel Schlesinger’s new book, The Better Medicare Solution: What No One Is Telling You, he does the math and lays out his belief that Medicare Supplements are a much better option for almost all consumers. He won’t even sell Medicare Advantage Plans! In this fast-paced interview, Mel makes the case and explains why.

What You’ll Learn From this Episode:

  • Medicare is not as complicated as many believe.
  • Why consumers should not rely on many advisors.
  • The case for not selling Medicare Advantage plans.
  • Why Medicare Supplements are a better option.
  • Which MA plans does he recommend to clients?

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

Can you create an agency that is focused more on relationships and results than on the traditional sales-driven mentality? That’s what Braden Monaco, Co-founder and Managing Partner at Blue Horizon Benefits, set out to learn. Along the way, he and his team created a concept they call the “Total Concierge Approach,” which creates true results-driven partnerships. Braden shares his firm’s journey and what they learned – good and bad – along the way.

What You’ll Learn From this Episode:

  • What does it mean to “flip the industry on its head”?
  • Where do smaller firms find opportunities today?
  • How to clearly separate strategy from tactics – and which matters most.
  • What his firm’s “light bulb” moment was.
  • What he believes the future looks like for smaller, independent firms.

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