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

With all of the focus on deconstructing health plans, the technical aspects of self-funding, advising clients on compliance, and more – it is often hard to remember the amount of good we do as an industry. Advisor Tom DiLiegro’s experience as a young man drove that point home in a very personal and long-lasting way.

What You’ll Learn From this Episode:

  • How his personal experience drove his professional choices.
  • How to make an impact on a personal level.
  • How the Charleston, SC market impacts plans, decisions, advising and more.
  • Why small businesses are too often forgotten.
  • Discussing and overcoming the challenges of fully insured plans.

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Listen to the Full Interview:

This Episode is Sponsored by:

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

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.

What You’ll Learn From this Episode:

  • Why this book at this time?
  • What steps can employees (and others) take today?
  • How to assemble and coordinate a team of professionals.
  • Why making personal wishes known is key.
  • What documentation and plans need to be in place – and how to do that.
  • Taking care of the caregivers is also keenly important.

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