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.

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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.

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