Shows
Benefits InfluencerFinance Has Entered the Chat: Innovative Cost-Savings Solutions w/ Steve SantangeloIn this episode of Benefits Influencer, host Dennis Carlson interviews Steve Santangelo, Chief Revenue Officer at Garner Health, about their unique approach to healthcare cost management through provider quality assessment. The conversation offers benefits brokers and consultants valuable insights into innovative solutions for addressing rising healthcare costs at a time when employers are seeking more effective alternatives to traditional health plans. ------------------------------------------------- Steve Santangelo brings his decade of carrier-side experience to explain how Garner Health uses data analytics to identify high-quality healthcare providers and incentivize employees to choose them, resulting in both better care and...2025-05-2130 min
Benefits InfluencerConnecting Health and Wealth: The Future of Personalized Benefits w/ Sina ChehraziIn this episode of Benefits Influencer, host Dennis Carlson sits down with Sina Chehrazi, founder and CEO of Nayya. Nayya is an AI-powered platform that unlocks the value of Health & Wealth programs for employees in real time. They discuss how Nayya is transforming employee benefits by connecting disparate data points to create a personalized experience throughout the benefits lifecycle - from enrollment decisions to ongoing usage and claims. Sina shares insights about the fragmented benefits ecosystem, the critical role of employee benefits consultants, and the future of benefits technology integration. Key Takeaways: Personalized data integration is t...2025-05-0734 min
Benefits InfluencerMission Alignment: Employers & Consultants w/ Kristen RiversIn this episode, Dennis Carlson sits down with Kristen Rivers, SVP of Sales at ParetoHealth. They discuss how mission-aligned benefits consultants and employers can access premium healthcare solutions typically reserved for large companies through captive healthcare models, highlighting the limitations of traditional fully-insured and level-funded plans while emphasizing the value of actionable data transparency and stronger contractual protections available through alternative funding approaches. Key Takeaways The healthcare market is at a watershed moment where employers are seeking alternatives to unsustainable cost increases in traditional fully-insured plans, with many consultants becoming catalysts for this change. Contrary to...2025-04-2334 min
Making MeaningThe Great I AM: Manifestation and Magic with Dennis CarlsonJoin host Reese Brown as she sits down with Coach Dennis Carlson to discuss spirituality, esotericism, and manifestation. A huge thank you to Dennis for his time and energy during this episode!If you’d like to work with Dennis, you can contact him via email at lacuna@gmail.comFollow The Cohere Collective:https://www.instagram.com/thecoherecollective/ https://www.tiktok.com/@thecoherecollectivehttps://www.facebook.com/profile.php?id=100090066823729https://www.linkedin.com/company/the-cohere-collective?trk=public_profile_topcard-current-companyFo...2025-02-111h 50
Benefits InfluencerSupporting Employees in Times of Crisis w/ Rachel SchneiderIn this episode of Benefits Influencer, host Dennis Carlson interviews Rachel Schneider, the CEO and founder of Canary, a company revolutionizing how employers support their workforce during times of crisis. Canary manages employee emergency relief funds, allowing companies to formalize a compassionate and equitable response when employees face unexpected hardships. Schneider, drawing from her extensive experience researching the financial well-being of working Americans, shares her journey of creating Canary and its impact on countless lives. Listeners will gain invaluable insights into: The step-by-step process of establishing and implementing an emergency relief fund, ensuring fairness and transparency...2025-01-2228 min
Benefits InfluencerICHRA: Are You Playing Offense or Defense? w/ Brandy BurchBrandy Burch, CEO and founder of benefitbay, joins Dennis to discuss Individual Coverage Health Reimbursement Arrangements (ICHRAs). Brandy shares her expertise on the evolution of the ICHRA market, strategic considerations for brokers, and the importance of a comprehensive technology platform for successful ICHRA implementation. Listen in as we discuss how to go from a defensive ICHRA strategy to playing offense to better serve employer clients. Show Notes (generated using AI) Brandy's Background and benefitbay (2:00): Brandy discusses her background in accounting and finance and her extensive experience purchasing benefits for businesses. This experience led her to found benefitbay, a SaaS technology pla...2024-12-2635 min
Benefits InfluencerDigital Health Companies: A Benefits Consultant Perspective w/ Ryan KooDennis chats with Ryan Koo, an Employee Benefits Consultant who specializes in working with digital health companies. Ryan has just returned from the HLTH conference and shares his recap of the conference as well as his view on the digital health space. Tune in to learn about how digital health companies should be thinking about the employer channel as well as the employee benefits consultant channel. Ryan also shares his view of what's most exciting for the future of digital health. Connect with Ryan on LinkedIn: https://www.linkedin.com/in...2024-11-0631 min
Benefits InfluencerInnovating in Employee Benefits w/ Garrett ViggersDennis Carlson and Benefits Influencer return with a recap of InsurTech Connect (ITC) with CEO & Co-Founder of Zoë Foundry, Garrett Viggers. Check out Zoë Foundry at www.zoefoundry.com Reach out at hello@zoefoundry.com Benefits Influencer is the #1 podcast for Employee Benefits Brokers and Advisors. 2024-10-2332 min
Benefits InfluencerBig Benefits for Small Business w/ Ty WangDennis chats with Ty Wang, Co-Founder & CEO of Angle Health. Angle Health wants to make health benefits more accessible by connecting vendors that handle different services like telehealth and health savings accounts on a single platform. That way, employers of all sizes can offer a similar stack to the benefits you’d expect from a Fortune 500, but tailored for small to medium-sized businesses. Ty Wang is the Co-Founder and CEO of Angle Health, the digital-first, fully-licensed health insurance platform. Before founding Angle Health in 2019, Ty was at Palantir, where he met his co-founder Anirban Gangopadhyay. Be...2024-10-0423 min
The Cash Flow CFO PodcastElevating Your Benefits Strategy with Dennis Carlson"Self-insurance isn't just for large corporations; small and midsize businesses can also benefit from the flexibility and potential savings it offers."
- Dennis Carlson
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me for a second conversation with Dennis Carlson, Executive Benefits Advisor for Marsh McLennan Agency. Dennis previously played the role of entrepreneur inside the insurance industry, founding Bespoke Benefits in 2009, which was later acquired in 2017. Now, he leads the executive benefits practice for Marsh McLennan Agency in the western United States. Dennis has extensive experience a...2024-08-1939 min
The Cash Flow CFO PodcastProtect Your People and Your Business: Dennis Carlson on How Insurance Needs Grow with Your Company“…as a business owner or as just a CEO running a business… probably the first thing you should be thinking about… as it relates to attracting and retaining employees… is are the benefits that we offer today working.”
- Dennis Carlson
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me for a conversation with Dennis Carlson, Executive Benefits Advisor for Marsh McLennan Agency. Dennis previously played the role of entrepreneur inside the insurance industry, founding Bespoke Benefits in 2009, which was later acquired in 2017. Now, he leads the executive benefits prac...2024-07-2236 min
Benefits InfluencerAI and The Future of HealthcareDennis welcomes SVP & Senior Partner at Burnham Benefits, Chris Krusiewicz back to the podcast. Chris has been tracking AI as it relates to healthcare and employee benefits for years and brings his latest insights to the benefits community. Chris and Dennis discuss AI and its impact on the employee benefits and healthcare industries today and what we can expect in the future. Check out Season 1 Episode 3 for the earlier interview we reference in this episode. Find Chris on LinkedIn here: https://www.linkedin.com/in/chriskrusiewicz/ Check out Burnham...2023-08-0932 min
Benefits InfluencerBenefits Communication Strategies to Drive Value w/ Chesley GaddisThis episode orginally aired in July 2020. Dennis and Chesley discuss ways to make employee benefits communication meaningful, relevant and timely in order to drive value for employers and employees. Connect with Chesley: chesley.gaddis@intrepid7.com http://intrepid7.com/2023-06-2120 min
Benefits InfluencerExecutive Benefits: A Tool to Attract & Retain w/ Rachel RutherfordDennis chats with Rachel Rutherford of ArmadaCare about Executive Benefits and how to position Executive Medical reimbursement to attract and retain top talent. Find Rachel on LinkedIn: https://www.linkedin.com/in/rachelgann/ Reach out at rrutherford@aramadacare.com visit https://armadacare.com/ for more info2023-05-2425 min
ANN ProfilesDennis Carlson: Leaving Plans in God’s HandsOn this episode of ANN Profiles, Alyssa Truman interviews Dennis Carlson, as he shares his life story from Adventist elementary to a business intern at Adventist Book Centers. Listen to Carlson’s story, managing Adventist Book Centers for 25 years, working with Adventists in the professional space, and continuing working for the church for twenty more years until the present. 2023-05-101h 07
Benefits InfluencerLeveraging Social Media for Sales w/ Spencer Smith, CSFSDennis chats with Spencer Smith about how benefits advisors can leverage social media to grow their pipeline and increase sales. Find Spencer on LinkedIn: https://www.linkedin.com/in/spencer-smith-self-funded/ Check out Spencer's podcast here: https://spencerharlansmith.com/ YouTube: https://www.youtube.com/c/SpencerSmithSelfFunded For more info on Plansight visit: https://www.plansight.com/ 2023-04-1928 min
Benefits InfluencerWinning with Ancillary: 3 Strategies for Benefits Advisors w/ Kevin CurranDennis chats with Kevin Curran, Founding Partner of Salt Margin a Baldwin Risk Company. Listen in as they discuss ways Benefits Brokers can win with a too often overlooked part of the benefits package, ancillary. Kevin outlines three ways brokers and advisors can get started with becoming true consultants on ancillary, just like they already are on medical insurance. Kevin uncovers some key group life and disability policy provisions that every advisor should be aware of. -- for more content for Benefits Brokers and Advisors visit: benefitsinfluencer.com 2023-03-2938 min
Benefits InfluencerPositioning Disability Insurance: Strategies for Benefits Brokers w/ Chris CarlsonDennis chats with The D.I. Coach, Chris Carlson about how benefits brokers and advisors can better position (or start positioning for the first time) disability insurance with their clients. Chris began his insurance career as a Brokerage Consultant with Provident Life and Accident in 1984. After working with Provident as a Consultant, District Manager and Branch Manager, he formed his own independent Disability Insurance Marketing Organization in 1995. Chris's organization eventually became the D.I. sales office for Ascensus Insurance Services. When Ascensus was purchased by BISYS, he became the National Sa...2023-03-0826 min
Benefits InfluencerExecutive Benefits: Solutions for What Keeps Owners Up at Night w/ Helen OrnellasDennis chats with Executive Benefits expert, Helen Ornellas. Helen is the President and Founder of Ornellas & Associates Insurance Services. Based in California, Helen Ornellas specializes in Executive Benefits using Life Insurance, Disability, and Long Term Care to provide solutions. With over 25 years of experience in the insurance industry, Helen represents many different insurance companies offering a wide variety of coverage options and price points. Her goal is to take the confusion and uncertainty out of buying Life Insurance, Long Term Care, and Medicare, and help you make sense of it all. She specializes in helping b...2023-02-2225 min
On Life With HelenDisability Insurance And Income Protection with Dennis CarlsonSometimes, getting past the optimism bias we all have, is just the right way to approach our insurance choices. In today's episode, I'm joined by Dennis Carlson, Host of the #1-rated podcast for employee benefits brokers and advisors, Benefits Influencer, a specialist in long and short-term disability insurance, income protection for executives, and highly compensated employees. He shares the three main reasons why we should pay more attention to income protection, the best ways to overcome the optimism bias, group insurance, and more. Listen to episode 42 of On Life With Helen to learn ev...2023-02-2132 min
Benefits InfluencerThe Hidden Cost of Bad Benefits Data w/ Shannon GogginDennis chats with Noyo CEO and Co-Founder, Shannon Goggin. Listen as they discuss how poor data quality prevents the benefits industry from delivering the modern experiences today’s consumers want. Addressing these challenges at the carrier and ben-admin level with clean, always updated enrollment data lets HR professionals and brokers truly remove friction for members — while paving the way for frictionless benefits that are easy to understand and easy to use. Shannon Goggin is the CEO and co-founder of Noyo. Before starting Noyo, she was a product manager, building benefits software that showed off the powe...2023-02-0823 min
Benefits InfluencerPredictable Growth for Benefits Advisors w/ Kevin TrokeyDennis chats with Kevin Trokey. Kevin is the Founding Partner of Q4intelligence, a marketing and sales enablement firm committed to the preservation and transformation of the independent agency system. He writes prolifically regarding the many challenges being faced by today’s agencies, providing guidance to overcome those challenges. He is a frequent industry speaker and has been recognized by the National Association of Health Underwriters as their speaker of the year. Kevin is currently serving as the National Chair of the NAHU Diversity, Equity, and Inclusion Committee. He recently led the NAHU Name Change Tas...2023-01-2531 min
Benefits InfluencerLeveraging Thought Leadership to Win Small Group Business w/ Rosario Avila & Andrew McNeilDennis interviews Benefits Advisors Andrew McNeil and Rosario Avila of Arrow Benefits Group. They discuss how winning awards and writing columns contribute to their position as thought leaders in the community and with their clients. They also discuss strategies they've found work well with small group clients in a post-COVID environment. Find Andrew and Rosario on LinkedIn: https://www.linkedin.com/in/andrew-d-mcneil-5a45559/ https://www.linkedin.com/in/rosarioavila/ For more episodes and information check out http://benefitsinfluencer.com/ 2023-01-1129 min
Benefits InfluencerWhy Self-Billing for Benefits is a Win-Win-WinDennis chats with CEO of Beneration, Josh Winigrad. They discuss why every benefits broker should be talking about self-billing with their clients. Josh shares: How to master self-bills by learning the COUNTIFS and SUMIFS formulas. Why you should encourage your clients to use self-bills with carriers rather than EDI feeds. The danger of self-auditing invoices against payroll deductions. Connect with Josh on LinkedIn: https://www.linkedin.com/in/jwinigrad/ Check out Beneration: https://beneration.com/ ------ Benefits Influencer is the #1 podcast...2022-12-1429 min
Benefits InfluencerEmployee-Led Benefits w/ Jaclyn ChenDennis chats with Jaclyn Chen, Co-Founder & CEO of Benepass. Benepass is a flexible technology platform that allows employers to offer employees robust categories of perks and benefits around things like wellness, mental health, entertainment, and more. Check out https://www.getbenepass.com/ to learn more. Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer.com for more great episodes and to get in touch. 2022-11-3031 min
Benefits InfluencerTrue Transparency: An Advisor, Employer, and Ecosystem Perspective w/ Brittney BelloDennis interviews Co-Founder & President of SolV Independent Insurance Associates, Brittney Bello. Employee Benefits Brokers and Advisors will want to listen in as Dennis and Brittney go beyond the buzzword of "transparency" to uncover what it looks like when advisors, employers, and the benefits ecosystem all align around transparency. Find Brittney on LinkedIn: https://www.linkedin.com/in/brittney-bello/ Check out SolV here: https://solvins.com/ ---- Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer.com for more great episodes and to g...2022-11-1640 min
Benefits InfluencerThe Practical Realities of Small Group Medical w/ Nancy GiacoloneDennis chats with Advisor, Keynote Speaker, Podcast Host and President & Owner of Olympic Crest Insurance, Nancy Giacolone. Reach out to Nancy and follow her via LinkedIn: https://www.linkedin.com/in/nancy-giacolone/ Check out Olympic Crest Insurance here: https://olympiccrest.com/ ---- Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer.com for more great episodes and to get in touch. 2022-11-0221 min
Benefits InfluencerGlobal Benefits for US Businesses w/ Lewis MosleyDennis sits down with Lewis Mosley, Founder & Director of UK-based BAS to discuss how US-based benefits brokers and advisors can help their clients with global employees. Lewis is a Director, Founder and lead Guardian Consultant at BAS He has over 10 years’ experience working within the global employee benefits space, most of which have been spent advising US multinationals on all aspects of their global benefits, from their first overseas hire’s benefit program in a new country to managing 30+ countries with merger & acquisition heritage. https://benadvservices.com/ https://www.linkedin.com/in/l...2022-10-1936 min
Benefits InfluencerHow Brokers & Agencies Can Take Control of Q4 and Beyond w/ Jenn WalshDennis interviews CEO and Founder of GenuineShift, Jenn Walsh. Follow Jenn on LinkedIn: https://www.linkedin.com/in/walshjenn/ About Jenn: Jenn Walsh is the founder and CEO of GenuineShift, a business consulting company that delivers learning & development programs to fuel growth, optimize profitability and minimize friction for insurance brokerage firms of all sizes. She created the Client Service Academy in 2019 to address our industry's talent crisis when she realized her clients weren't going to have enough people to support their ambitious sales goals. Jenn has 30+ years of hands-on experience driving o...2022-10-0531 min
Benefits InfluencerThe Connected Future of the Employee Benefits Marketplace w/ Ryan SachtjenDennis interviews ThreeFlow Co-Founder and CEO, Ryan Sachtjen. ThreeFlow is a benefits placement system that benefits brokers and carriers can use to work together to be more efficient. Visit https://www.threeflow.com/ to learn more. --- Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer for additional episodes and to get in touch. 2022-09-2134 min
Benefits InfluencerWhat New Brokers Need to Know w/ Vinny CatalanoDennis Carlson returns as host of Benefits Influencer to interview Employee Benefits Broker Vinny Catalano, SVP & Partner at Lockton Insurance Brokers. ---- Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer for additional episodes and to get in touch. 2022-09-0736 min
The Girl Dad ShowDennis Carlson - Centered LifeDennis Carlson on TITLE. Brought to you by The Girl Dad Show with Young Han. This episode is sponsored by 212, democratized access to cap table management software for the startup industry. Our listeners can save 25% off their first year's membership costs with code TGDS at two12.coYoung & Dennis discuss his mission-focused career supporting the end of forced labor, slavery, and human trafficking around the globe, how his medical journey impacted the rest of his life, and putting your "money where your mouth is" when it comes to your values. Please enjoy & subscribe! ...2021-12-1944 min
The Girl Dad Show: A Professional Parenting PodcastEp #25 | Dennis Carlson | Centered LifeDennis Carlson on TITLE. Brought to you by The Girl Dad Show with Young Han. This episode is sponsored by 212, democratized access to cap table management software for the startup industry. Our listeners can save 25% off their first year's membership costs with code TGDS at two12.coYoung & Dennis discuss his mission-focused career supporting the end of forced labor, slavery, and human trafficking around the globe, how his medical journey impacted the rest of his life, and putting your "money where your mouth is" when it comes to your values. Please enjoy & subscribe! 2021-12-1944 min
Benefits InfluencerThe Whole Person Workplace w/ Dr. Scott BehsonNed and Scott discuss ideas from his book, The Whole Person Workplace. In Scott's journey of writing the book he discovered that employers who focus on putting the HUMAN back into HUMAN RESOURCES find growth and stability they may not have known were there. Learn more at scottbehson.com. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.2021-09-0129 min
Benefits InfluencerProcess, Innovation, And A Personal Touch w/ Tom AveryNed welcomes Tom Avery, Founder, President, CEO at Innovative Broker Services and Founder, CEO at Signal Sync. Tom shares how brokers can innovate their process to provide each client a personalized experience and customizable options. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.2021-08-1137 min
Benefits InfluencerHow to Outsource your Sales Manager w/ Rene ZamoraNed talks with Rene Zamora, President at Sales Manager Now & Author of Part-Time Sales Management. They discuss the pros, and not so many cons, of utilizing a part-time person instead of hiring full-time for this role. Learn more about Rene, his company, and services at salesmanagernow.com and find his book on Amazon. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.2021-08-0229 min
Benefits InfluencerTime – Our Most Valuable Resource w/ Geoff WoodsNed talks with Geoff Woods, Co-Founder & President at ProduKtive, VP at The ONE Thing, and host of The One Thing podcast. They discuss maximizing time management and productivity with extraordinary results. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.2021-07-1531 min
Benefits InfluencerPurchasing An Insurance Agency w/ Shawn BlofskyNed talks with Shawn Blofsky, Owner & Broker/Consultant at EVO Insurance Services, Inc. about buying his first book of business. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.2021-06-3032 min
Benefits InfluencerMaximizing Niche Markets w/ Eddie Murphy & Philip CannonNed talks with Eddie Murphy & Philip Cannon, founders of Evolved Benefits about solutions for specific niches to help brokers provide the best offerings for their clients. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.2021-06-1631 min
The Rope A Dope Radio PodcastPurple People Eaters: Dennis Green Era! Rank All-Time for Vikings Coaches?The Purple People Eaters Podcast Returns to Talk Minnesota Vikings Football! This Week Features A Look Back at Head Coach Dennis Green's Tenure with the Vikings! -His Time Spent With Bill Walsh! -Where Does Green Rank All-Time with the Vikings? -His Eye For Talent on the Offensive Side of the Ball! -Dennis Green Coaching Tree and What he meant to Black Coaches in the NFL! Checkout Last Week's Cris Carter Pod along with Randy Moss's Rewind and Several Others From the Past! Subscribe on Apple Podcast under The Rope A Dope Radio podcast on Itunes (Rate & Review) https://itunes.apple...2021-06-0443 min
Benefits InfluencerThe Power of Words w/ Thomas BlackwellNed talks with Thomas Blackwell, inspirational speaker, author, and peak performing coach about many of the ideas from his book, The Liberty Of Our Language Revealed – We Bring About What We Talk About. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.2021-06-0235 min
Benefits InfluencerThe Unknown Value of FSAs and HSAs w/ Rachel RouleauNed talks with Rachel Rouleau, VP, Compliance at Heath-E Commerce, the parent brand of FSAstore.com, HSAstore.com, and more as she breaks down health savings accounts and flexible spending accounts. Rachel shares just how advantageous these can be for both employees and employers. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.2021-05-1924 min
Benefits InfluencerUnderstanding Level Funded Health Plans w/ Gary AshleyNed talks with Gary Ashley, Executive Vice President at Allied National, about building and sustaining a lasting company before digging into the nuts and bolts of level funded health plans. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.2021-05-0535 min
Benefits InfluencerThe Power of a Niche w/ Brandon ScarboroughNed and Brandon discuss the strategies he used to gain success in growing his agency. Brandon shares the power of focusing on a niche and becoming a true expert in a particular field. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work for you.2021-04-2128 min
Benefits InfluencerLearning to Scale w/ Dr. Frumi Rachel BarrNed and Dr. Frumi became fast friends in 2020 over their shared love of the book Big Five for Life by John Strelecky. In this episode Ned and Frumi share the work they did together over the past year to prepare Ned's employee benefits agency to scale. This is a powerful conversation. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work for you.2021-04-0729 min
Benefits InfluencerCreating Compliance Partnerships w/ Christine ZinterNed and Christine discuss her unique story of transitioning from 20+ years on the broker side of employee benefits to becoming an attorney. Christine shares insight on how brokers should establish partnerships to fill in the gaps of their expertise. It is important for brokers to understand their role and not put themselves or their clients in a jeopardizing situation. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work for you.2021-03-2432 min
Benefits InfluencerSell, Merge, or Status Quo? w/ Brad DavisIn his return to the show, Brad shares valuable insights to consider when weighing options for future business decisions. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work for you.2021-03-1030 min
Benefits InfluencerImplementing Healthy Behavior Strategies w/ Lara DodoWith so many products available for businesses to promote a healthy lifestyle to their employees, how does one decipher what will be best for their team? Ned and Lara discuss how to know which tools will work and which ones will not, along with what a broker should look for when implementing one of the healthy worksite benefits. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work for you.2021-02-2432 min
Benefits InfluencerTaking the Leap to Start Your Own Agency w/ Raul Quiñones & Lauren ComfortiNed digs into the process Raul and Lauren recently went through as they took the leap to leave the big corporation and start their own Employee Benefits Agency. Many of us have the grand idea that we would like to do it our way, we see a hole in the marketplace and want to fill it, but we don't know how to take the leap. Raul and Lauren share the ups and downs of the process. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work...2021-02-1034 min
Benefits InfluencerHow to Make Decisions with Discernment w/ Jeff DudanNed and Jeff discuss the process of having discernment when you make decisions. Jeff has years of experience in business and has created an incredible book called Discernment. Ned and Jeff dig into the meat of the content. Connect with Jeff: Jeff@dudan.me linkedin.com/in/jeffdudan/ More about Benefits Influencer: Facebook: @agencyleverage agencyleverage.com ------------------------------------------------------------------ Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work for you.2021-01-2737 min
Benefits InfluencerHow to Talk About Service w/ Joe DeLucchiNed and Joe discuss an approach that many agency's talk about but don't actually deliver on the back end. Joe has created a culture of service and advisors. He shares some of the ways his agency under promises and over delivers to create long term happy clients. Connect with Joe: jdelucchi@mycalteam.com linkedin.com/in/joedelucchi/ More about Benefits Influencer: Facebook: @agencyleverage agencyleverage.com ------------------------------------------------------------------ Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work for...2021-01-1333 min
Benefits InfluencerThe Value of Understanding Paid Time Off w/ Adam Gordon & Uli OrozcoNed and the founders of PTO Genius, Adam and Uli discuss the often overlooked employee benefit - Vacation - and how employers can get more value out of a benefit they are already offering. This is a powerful conversation as many employees are burned out and tired, yet they have a benefit that can allow them to find joy and rest...they just need to be shown and reminded how to use it. Connect with PTO Genius: linkedin.com/in/adamgpordon/ linkedin.com/in/ulisesorozco/ More about Benefits Influencer:2020-12-3030 min
Benefits InfluencerLeading From WHO You Are w/ Nathan BourneNed and Nathan discuss the power of leading your organization from the stance of who you are. Many lead by what they do, or why they do it; but there is great power in leading from who you are. We discuss the incredible opportunity one has to build their personal brand or agency from the Core of Who they are. Connect with Nathan: linkedin.com/in/nathanbourne More about Benefits Influencer: Facebook: @agencyleverage agencyleverage.com ------------------------------------------------------------------ Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to https://heyhunter...2020-12-1633 min
Benefits InfluencerCore Values Based Agencies are the Future w/ Darius MirshahzadehNed welcomes Darius Mirshahzadeh, Founder of The Real Darius, as they discuss the impact a company's core values have on both customers and employees. Connect with Darius: darius@therealdarius.com therealdarius.com More about Benefits Influencer: Facebook: @agencyleverage agencyleverage.com ------------------------------------------------------------------ Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to https://heyhunter.io/ to see how Hunter can work for you.2020-12-0217 min
Benefits InfluencerThe Value of Creating a Culture of Transparency in your Agency w/ Scott KelleyNed and Scott talk about the value and importance of building an agency around transparency. This industry can be complicated and convoluted. Scott shares his inside secrets on how he has built a culture of transparency in his agency. Connect with Scott: linkedin.com/in/scott-kelley2020-11-1828 min
Benefits InfluencerPassing the Torch w/ Ned SchautIn this episode, Dennis Carlson welcomes new host, Ned Schaut as they discuss this transition with the podcast and what lies ahead for Agency Leverage. Facebook: @agencyleverage agencyleverage.com More about Ned: linkedin.com/in/nedschaut rebelandcreate.com2020-11-0409 min
Papa Dennis ShowThe mysterious disappearance of Hunter Biden docs from Tucker Carlson. + Early voting blowout and moreTucker Carlson on Fox reports that damning docs on Hunter Biden disappeared! And he didn't make copies! Texas early voting is going through the roof. Biden and Cal Cunningham in the lead in NC! VMI votes to remove Stonewall Jackson statue amid racism accusations by Black cadets2020-10-2932 min
Benefits InfluencerBenefits Communication Strategies to Drive Value w/ Chesley GaddisDennis and Chesley discuss ways to make employee benefits communication meaningful, relevant and timely in order to drive value for employers and employees. Connect with Chesley: chesley.gaddis@intrepid7.com http://intrepid7.com/ ------------------------------------------------------------------ Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to https://heyhunter.io/ to see how Hunter can work for you.2020-07-0120 min
Benefits InfluencerAdapting Employee Benefits to a Work from Home Culture w/ Chris WolpertDennis and Chris talk about how benefits advisors can help employers transition to work from home by meeting employees where they are. They also discuss how an employer can create a marketing strategy for their benefits program to engage employees. Connect with Chris: https://www.linkedin.com/in/chris-wolpert/ https://gbsbenefitsgroup.com/ ------------------------------------------------------------------ Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to https://heyhunter.io/ to see how Hunter can work for you.2020-05-2724 min
Benefits InfluencerThe Benefits Broker Lifestyle w/ Ned SchautDennis talks candidly with Ned Schaut, President of Eureka Insurance Solutions, about how to embrace the lifestyle you want as an Employee Benefits Broker and how this career allows you to pursue your passions and side-hustles. They also discuss Ned’s Rebel & Create project for men who want to be more engaged and fulfilled as fathers. Connect with Ned: https://www.linkedin.com/in/nedschaut/ https://www.eurekains.com/ https://www.rebelandcreate.com/ ------------------------------------------------------------------ Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to https://heyhunter.io...2020-05-1330 min
Benefits InfluencerWhy Marketing should be a Linchpin in Your Agency w/ Jessica Du BoisDennis chats with Jessica Du Bois from Business Benefits Group. They discuss how benefits agencies can propel growth with marketing and how to get started. Connect with Jessica: https://www.linkedin.com/in/jesdubois/ https://jessicadubois.co/ https://www.instagram.com/jesdubois/ ----------------------------------------------------------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to https://heyhunter.io/ to see how Hunter can work for you.2020-04-2928 min
Benefits InfluencerHow Businesses & Brokers are Coping with Increasing Premiums w/ David ReidDennis chats with David Reid, CEO of Ease, about how benefits brokers and their clients are dealing with increasing premiums by utilizing technology. They dive into Ease’s recent 2020 SMB Benefits & Employee Insights Report and discuss how increasing choice and engagement is imperative in this market. Connect with Ease: ease.com Find the 2020 SMB Benefits & Employee Insights Report here: https://hr.ease.com/Download-2020-SMB-Insights-Report.html? Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to https://heyhunter.io/ to see how Hunter can work for you...2020-04-1528 min
Benefits InfluencerThe Employer of the Future w/ Colin RoysterDennis chats with Colin Royster from Integrum Advisors about how employers in a niche like the auto industry can use a Candidate Persona to attract the best employees. Connect with Colin: croyster@integrumadvisors.com This episode is sponsored by ArmadaCare – Want to exceed your client’s expectations? Check out the Broker Playbook at https://armadacare.com/playbook/ Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to https://heyhunter.io/ to see how Hunter can work for you.2020-04-0122 min
Benefits InfluencerGrowing Advisor Relationships through Experiences w/ Scott SmithDennis chats with Scott Smith, President and CEO of TRUE Network Advisors. They discuss how TRUE Network Advisors creates amazing experiences for brokers using: Experience, Kindness, and Live Events. Scott also shares how an informal eight agency “study group” became a diverse 39 member agency growth and development company. Connect with Scott: scott@truenetworkadvisors.com This episode is sponsored by ArmadaCare – Want to exceed your client’s expectations? Check out the Broker Playbook at https://armadacare.com/playbook/ Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to https://heyhunter.io/ to see how...2020-03-1841 min
Benefits InfluencerHow to Provide Executive Benefits to Any Employee w/ Nick LimneosDennis chats with Nick Limneos VP, National Sales at ArmadaCare. They discuss how brokers can position medical reimbursement plans as keys to a robust recruitment and retention strategy and why they aren’t just for ‘executives’ anymore. Connect with Nick: nlimneos@armadacare.com https://www.linkedin.com/in/nicholas-limneos-8194896/ This episode is sponsored by ArmadaCare – Want to exceed your client’s expectations? Check out the Broker Playbook at https://armadacare.com/playbook/ Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to https://heyhunter.io/ to see how Hunter can...2020-03-0426 min
Benefits InfluencerHow Employee Benefits Impact Culture & Brand w/ Prem KumarDennis chats with Prem Kumar of Humanly, an AI platform that qualifies job candidates and answers their questions. They discuss the massive impact Employee Benefits can have on culture and brand. Connect with Prem: prem@humanly.io https://www.linkedin.com/in/premskumar/ Twitter: @premkumartweets This episode is sponsored by ArmadaCare – Want to exceed your client’s expectations? Check out the Broker Playbook at https://armadacare.com/playbook/ Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to https://heyhunter.io/ to see how he can work...2020-02-1921 min
Benefits InfluencerWhat Independence Really Means for Benefits Brokers w/ Tom DiLiegroDennis chats with Benefits Advisor Tom DiLiegro, President of Benefit Advisors of Charleston. They discuss what it means to be an “independent” benefits broker and why finding a network of abundance-minded colleagues is good business for brokers and their clients. Connect with Tom: https://benefitadvisorsofcharleston.com/ https://www.linkedin.com/in/tomdiliegro/ This episode is sponsored by ArmadaCare – Want to exceed your client’s expectations? Check out the Broker Playbook at https://armadacare.com/playbook/ Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to https://heyhunter...2020-02-0524 min
Benefits InfluencerWinning New Business in a Micro Niche w/ Charles SpechtCharles Specht from The Permission Group shares how Benefits Brokers who target a micro niche can grow a massive book of business and better serve their clients. Connect with Charles at charles@permissiongroup.com This episode is sponsored by ArmadaCare – Want to exceed your client’s expectations? Check out the Broker Playbook at https://armadacare.com/playbook/ Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to https://heyhunter.io/ to see how he can work for you.2020-01-2227 min
Benefits InfluencerThe Future of HR & Benefits Tech Investment w/ Steve SmithDennis chats with Steve Smith, Partner & Chief Marketing Officer of The Starr Conspiracy about the massive $7.2B investment made in 2019 in Work Technology and its impact on Employee Benefits. Check out The Starr Conspiracy’s most recent Brandscape™ on Employee Engagement Connect with Steve at steve@thestarrconspiracy.com This episode is sponsored by ArmadaCare – Want to exceed your client’s expectations? Check out the Broker Playbook at https://armadacare.com/playbook/ Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to https://heyhunter.io/ to see how he can work for you.2020-01-0827 min
Benefits InfluencerUsing the Broker Channel to Disrupt a Legacy Market w/ Andy HutterDennis chats with Andy Hutter, Director of Partnerships at InsurTech start-up Beam Dental. Benefits Brokers, meet Hunter! your Revenue Acceleration Assistant – say Hey! at heyhunter.io2019-12-1127 min
Benefits InfluencerAvoiding Benefits Technology Regret w/ Frank MengertBenefits Technology expert, Frank Mengert shares how benefits brokers and employers can avoid regret when making decisions about Employee Benefits and HR technology platforms. Connect at frank@getebm.com Benefits Brokers, meet Hunter! your Revenue Acceleration Assistant – say Hey! at heyhunter.io2019-11-2729 min
Benefits InfluencerCommunity over Competition: Brokers are Better Together w/ Andrew McNeil & Rosario AvilaIn this episode, Dennis chats with Senior Benefits Advisors Andrew McNeil and Rosario Avila of Arrow Benefits. Andrew and Rosario recently won EBA’s Advisor of the Year. They are the first duo to receive the distinction. We discuss how the pair use the “Power of 2” to collaborate and how industry collaboration goes well beyond the walls of their agency. In the spirit of “Community over Competition”, Andrew and Rosario candidly share some of the innovations that have helped grow Arrow Benefits. Connect at AndrewM@arrowbenefitsgroup.com Benefits Brokers, meet Hunter! your Revenue...2019-11-1324 min
Benefits InfluencerDisrupting Employer-Based Healthcare Delivery & Financing, Part 2 w/ David ContornoIn the conclusion of this two-part episode, Dennis Carlson chats with David Contorno, CEO of E Powered Benefits and a Founding Advisor at Health Rosetta. They discuss how brokers can exit the traditional carrier and network-driven models of employer-based healthcare and provide better care at lower costs to their clients. Benefits Brokers, meet Hunter! your Revenue Acceleration Assistant – say Hey! at heyhunter.io2019-10-3019 min
Benefits InfluencerDisrupting Employer-Based Healthcare Delivery & Financing, Part 1 w/ David ContornoIn part one of this two-part episode, Dennis Carlson chats with David Contorno, CEO of E Powered Benefits and a Founding Advisor at Health Rosetta. They discuss how brokers can exit the traditional carrier and network-driven models of employer-based healthcare and provide better care at lower costs to their clients. Benefits Brokers, meet Hunter! your Revenue Acceleration Assistant – say Hey! at heyhunter.io2019-10-1624 min
Grace Episcopal Church SermonsThirteenth Sunday After Pentecost - Dennis Carlson & Beulah DowningBeulah Downing and Dennis Carlson present summaries of their activities in northern Ethiopia for the Kosssoye Development Program.2019-09-0900 min
Benefits InfluencerAgency Innovation: How to do it on Purpose w/ Mark RiederIn this episode, Dennis Carlson speaks with Mark Rieder, Head of Innovation at NFP, about purposeful innovation strategies. Contact NFP's Innovation team at nfpinnovation@nfp.com for more information. Benefits Brokers, meet Hunter! your Revenue Acceleration Assistant – say Hey! at heyhunter.io2019-09-0435 min
Benefits InfluencerHow Brokers Should Engage the C-Suite w/ Steve WatsonDennis Carlson talks to CFO and HR pro Steve Watson about how benefits brokers can engage the C-Suite more effectively. Get in touch with Steve at stevew@trendbreakers.com Benefits Brokers, meet Hunter! your Revenue Acceleration Assistant – say Hey! at heyhunter.io 2019-08-2224 min
Indie Music RoomIndie Music Room - # 4 Dennis CarlsonHeather Kelly talks with Dennis Carlson, a seasoned drummer and drum teacher about his career in music. From playing in garage bands, clubs, and recording sessions, Dennis Carlson has done it all. Dennis discusses life in the Big Apple, playing gigs, and why musicians aren't paid like they should. Songs included in this show are Take a Vacation by The Transformers, and New York to the Rescue by Dennis Carlson.2019-08-1524 min
Benefits InfluencerHR & Benefits Tools to Drive Diversity w/ Amy SpurlingIn this episode, Dennis Carlson speaks with Amy Spurling, Co-Founder & CEO of Compt, about HR and benefits tools to help drive diversity. Benefits Brokers, meet Hunter! your Revenue Acceleration Assistant – say Hey! at heyhunter.io2019-08-0730 min
Benefits InfluencerBuilding a Successful Agency by Engaging Millennials w/ Sam SidersIn this episode, Dennis Carlson speaks with Sam Siders, Regional Sales Manager at LISI, about engaging millennials to help build a successful agency.2019-06-1232 min
Benefits InfluencerUsing Technology to Create a Better Benefits Experience w/ Nancy SansomIn this episode, Dennis Carlson speaks with Nancy Sansom, Chief Commercial Officer at PlanSource about how technology can help create a better benefits experience.2019-05-2930 min
Benefits InfluencerThe Business of Being a Broker Positioning Yourself for Exit w/ Amy EvansIn this episode, Dennis Carlson speaks with Amy Evans, President of Colibri Insurance Services, about being a broker preparing for exit.2019-05-1532 min
Benefits InfluencerWhy Mindset Matters for Benefits Decision Makers w/ Andy NearyIn this episode, Dennis Carlson speaks with Andy Neary, Healthcare Strategist at The Olson Group, about why mindset matters for benefits decision makers. Links: andyneary.com 2019-05-0126 min
Benefits InfluencerReducing Claims Costs using Alternative Funding w/ Adam MoiseIn this episode, Dennis Carlson speaks with Adam Moise, Principal, Employee Health and Benefits at Marsh & McLennan Agency, about alternative funding strategies for employer healthcare. Tune in to find out about how: Alternative funding is a smart way for companies to reduce benefits costs while delivering a richer package to employees Many employers are missing opportunity to significantly reduce pharmacy costs, but can dramatically cut that expense by engaging with experts who understand the complexity of pharmacy contracts. Employers have an opportunity to utilize big data to identify the most cost-effective network with the least employee...2019-04-1726 min
Benefits Influencer3 Keys to Successful Benefits Communication w/ Jen BenzDennis Carlson gets tactical and actionable insight from Jennifer Benz, SVP Communications Leader at Segal Benz, about how to successfully communicate employee benefits. Jen is a leader in the Employee Benefits Communication space. As the founder of Benz Communications, which merged with The Segal Group in 2019 to create Segal Benz, Jen led one of the largest women-owned firms in the San Francisco Bay Area. This ideas shared in this episode are applicable to any Benefits Advisor, employer, or HR/Benefits professional that is looking for a framework to better engage their employees and improve the o...2019-04-0328 min
Benefits InfluencerDisrupting Voluntary Benefits w/ Eric SilvermanDennis Carlson speaks with Eric Silverman, founder of Voluntary Disruption. Eric shares why employee benefits brokers should begin using 'enhanced benefits' instead of 'voluntary benefits'. This isn't simply a change in vocabulary, but rather a change in mindset. We also discuss how brokers can expand their services and offering by partnering with a carrier and platform agnostic firm. Eric shares some great strategies for getting employer buy-in when it comes to enhanced benefits. Books you should read: Breaking the Status Quo featuring Eric Silverman Giftology by John Ruh...2019-03-2041 min
Benefits InfluencerBenefits Technology for Brokers w/ Lyle GriffinEveryone in employee benefits and HR knows that data matters. On this episode, we talk with insurtech leader and President of Selerix, Lyle Griffin. Lyle shares why the move from legacy EDI feeds to plug-and-play API technology is the future of insurance benefits enrollment and eligibility data. This move helps employers and brokers go from a weekly "fire and forget" model of data exchange to a real-time data synchronization model. Reducing errors and saving time. Lyle also unveils a new data standard known as WBEDX that he has been working on with LIMRA tha...2019-03-0631 min
Benefits InfluencerBenefits Advisors & Brokers: Five Years Out w/ Mike SullivanWhat does the employee benefits agency of the future look like? Mike Sullivan, as Co-Founder and Chief Growth Officer of One Digital -the largest company focused exclusively on benefits and HR - considers this question. He shares what One Digital looks for when acquiring agencies as well as how to separate fact from fiction in terms of what success looks like. We also discuss strategic partnerships and what they can mean for any size agency.2019-02-2044 min
Benefits InfluencerModernizing Your Employee Benefits Practice w/ Jenn WalshIn this episode, Jenn Walsh, Founder at GenuineShift tells employee benefits brokers, benefits advisors, practice leaders, and agency owners how to get 'unstuck'. With her background as not only a producing broker herself but also a benefits practice leader for a large insurance brokerage, Jenn brings firsthand experience in what it takes to run a successful and revenue-driven employee benefits division. Jenn shares what to measure and assess and which metrics to use to gauge success. She also provides invaluable insight as a consultant who helps organizations choose their next benefits broker. 2019-02-0628 min
Benefits InfluencerEmployee Benefits: Lighting the Path w/ Cerrina JensenCerrina Jensen is an AVP in the Employee Benefits division at CoreMark Insurance Services in Sacramento, California. In this episode, Cerrina shares how understanding that there is a human on the other side of that benefits enrollment form can make all the difference in how you approach your role as a benefits advisor and broker. To get in touch with Cerrina or to learn more about CoreMark visit: LinkedIn - Cerrina Jensen CoreMark Insurance Services 2019-01-2325 min
Benefits InfluencerBenefits Education for Spanish Speakers w/ Melissa BurkhartMelissa Burkhart, President of Futuro Solido USA, shares best practices for benefits communication, education and enrollment for Spanish-speaking populations at US companies. She shares why professional translation is a must and will save you time and money, how to get Spanish-speaking advocates in employer groups to assist, and the best way to assure that benefits education materials work for everyone. For more info connect with Melissa on LinkedIn or visit the Futuro Solido USA website: https://www.linkedin.com/in/melissa-burkhart-52b6949/ http://www.futurosolidousa.com/ 2019-01-0930 min
Benefits InfluencerLeading Change & Staying Human w/ Alex CoonceSo much of HR and Employee Benefits is about managing change for employees. But for employee engagement platform Glint this is more relevant than ever given that they were recently acquired by LinkedIn. In this episode, Dennis chats with Alex Coonce, Glint's VP of People & Culture. Alex shares some practical advice on how to manage change (both big & small) in an organization. We talk about the importance of understanding what's important to the people impacted by the change, how to get champions involved early, when and how to communicate change, and how to de...2018-12-2631 min
Benefits InfluencerPersonal Branding for Benefits Brokers w/ Ryan MillerRyan Miller is a speaker, coach, consultant, and former successful employee benefits broker. He shares his insights into how he leverages his knowledge and experience to help agencies develop both their overall marketing strategy and coach their sales leaders to create a framework to develop future sales rockstars. We talk about how having "great salespeople" isn't enough to grow an agency in this current environment. Ryan shares some practical ideas on how to develop and enhance the "personal brand" of Employee Benefits leaders - starting with being who you were created to be.2018-12-1241 min
Benefits InfluencerHow to Curate an Amazing Experience for Clients w/ Amanda LannertJellyvision CEO Amanda Lannert has been leading the organization since 2000. ALEX, Jellyvision's primary product, is a fun, smart, and empathetic employee communication platform used by over 1,000 companies including many of the Fortune 500. ALEX helps over 17 million employees understand and enroll in their employee benefits (amongst other things). In this interview, Amanda shares how culture is not only at the core of the company but how it bleeds into the products Jellyvision creates and how those products are delivered. Listen in for unique and truly groundbreaking insights on how to make your next meeting amazing, what a "...2018-11-2831 min
Benefits InfluencerBecoming an Engaged Healthcare Consumer w/ Dr. Josh LukeDr. Josh Luke is a Futurist who teaches at the University of Southern California and the author of Health-Wealth: Is Healthcare bankrupting your business? 9 Steps to Financial Recovery. We discuss what it means to be an engaged healthcare consumer, why it's important and how to do it. Starting with three P's Planning, Personalization, Prevention Employee Benefits Brokers can find the assessment Dr. Luke mentions that you can use for your clients here: https://www.health-wealth.com/assessment/ Find Dr. Luke and his book using the links below: Dr. Josh Luk...2018-11-1423 min
Benefits InfluencerAgency Referrals: A Value-First Approach for New Business w/ Jim MorrisonJim Morrison is the President and Founder of Morrison Insurance Services in Carlsbad, CA. After 29 years in the Employee Benefits industry, Jim has honed how he works with referral partners in order to grow his agency year after year. Appearing on the Inc. 5000 list two years in a row, Jim knows a thing or two about growing an insurance agency, the right way. We discuss how he's been able to build a referral network of what is now 22 referral partners to consistently add new clients. We also discuss his role as...2018-10-3125 min
Benefits InfluencerThe Opioid Crisis: A Wake-Up Call for the Benefits Industry w/ Dave ChaseOur guest on this episode is Dave Chase, the Co-Founder of the Health Rosetta. The Health Rosetta an open-source blueprint for the next generation’s health ecosystem that is focused on replacing our current system’s flawed practices and reversing the health care status quo. Dave’s first book, “The CEO's Guide to Restoring the American Dream: How to Deliver World Class Healthcare to Your Employees at Half the Cost" became a Kindle #1 bestseller. His latest book -- "The Opioid Crisis Wake-up Call" outlines how the opioid crisis isn't an anomaly, but rather a logical (and tragic) b...2018-10-1730 min
Benefits InfluencerBenefits Brokers: Good vs Great in Small Group w/ Kevin TimoneIn this Benefits Industry Executive interview, we talk to Kevin Timone, the Senior Vice President of Sales at LISI, one of the largest general agencies for employee benefits in the state of California. Kevin shares his ideas on what separates the good from the great in small group benefits brokers. His 17 years running the state's only small group private exchange, CaliforniaChoice, gives him a distinct point of view on how brokers market, sell and service their small group clients. It all starts with mindset . . . For more information on Kevin and LISI...2018-10-0328 min
Benefits InfluencerEmployee Engagement: Why Benefits Comprehension is Key w/ Erik HansenIn this Agency Executive interview, we chat with Erik Hansen, President of Silicon Valley-based employee benefits brokerage, The Vita Companies. We discuss why Employee Engagement is at the heart of what The Vita Companies brings to their employer clients. We dive into how Erik and his team raise employee comprehension of the benefits program and how Vita helps employees adopt existing health and wellness tools that are built into health plans but often overlooked. https://www.linkedin.com/in/erikhhansen/ http://www.vitacompanies.com/ 2018-09-1920 min
Benefits InfluencerHR & Benefits Compliance: What Brokers & HR Need to Know for 2018 w/ Dr. Kristin KahleDr. Kristin Kahle, known by her friends and colleagues simply as Dr. K., joins us to talk about the what Employee Benefits compliance issues employers and brokers are facing in 2018. Dr. K is the CEO and Founder of NavigateHCR, which is focused on "Making Health Care Reform Compliance easy for employers." We discuss why it's not too late to get compliance for 2018 and some simple and actionable steps that both brokers and HR professionals can take. In particular, Dr. K shares how Q4 reporting to the IRS can be simplified for employers. ...2018-09-0531 min