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

Contributor Jessica Waltman joins us for her quarterly visit to discuss the legislative and regulatory changes going on in Washington. Beyond the jockeying for the 2020 Presidential race, there is a great deal going on that you may not have been able to hear about over that din. Listen in to learn what you should be paying attention to and how it might affect your prospects and clients.

What You’ll Learn From this Episode:

  • The Creates Act.
  • Medicare and Medicaid changes.
  • An update on EMRs (again).
  • A new HIPAA RFI and what it asks.
  • Cost containment issues.

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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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Our guest believes there is an “old way” and a “new way” to create opportunities and help clients with LTC. Which is the best way? Listen in.

Jesse Slome is Executive Director at the American Association for Long Term Care Insurance. We asked him whether LTC was dead or alive and his answer may surprise listeners. We explore what happened to the first wave of LTC carriers and talk a bit about the recent divestiture and acquisition some major carriers have made.

Are so-called combination products, which provide both life and LTC insurance the wave of the future or are pure-play LTC products still available and appropriate for clients? Jesse talks about how to position these new plans and how to deal with underwriting. Finally, we discuss different practice models to see which might be the best fit.

What You’ll Learn From this Episode:

  • If LTC is dead, alive or just misunderstood.
  • What happened with the first wave of carriers and products.
  • What the recent wave of LTC book sales means for advisors.
  • Why combo-products may be the wave of the present and the future.
  • What opportunities there are to move forward and improve in this area.

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Group Medicare may sound paradoxical, but it can help expand your practice while freeing up significant benefit dollars for your group clients. Jason McClellan is the President & CEO of Insurance Advisors Direct-Agency, LLC, and knows exactly what you need to do to take advantage of this rapidly growing practice area.

In this episode, Jason explains what Group Medicare is and how different products work and how they can expand your practice while providing a cost-effective solution that often provides a better offering for retirees.

What You’ll Learn From this Episode:

  • What group Medicare coverage is and how it works.
  • What group sizes can take advantage of these products.
  • How an advisor can learn about this market, the products, and how to add it to their practice.
  • What the employer conversation looks like.
  • What markets are open to this type of arrangement.
  • The vocabulary and training required to understand and educate others about Group Medicare products.

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