January 2016

Ep #95: What Benefits Advisors Need to Know about the Presidential Candidates’ Positions on Health Care – With Jessica Waltman

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On this episode of ShiftShapers, we’re pleased to welcome  Jessica Waltman, Principal at Forward Health Consulting, back to the program. At the present time, Jessica is the only guest that comes on quarterly because the regulatory, legislative, and political world of Washington D.C. that she works in changes quite often.

Jessica joins us to share her insights and unparalleled knowledge of what’s going on in Washington this election season. In this engaging conversation, we talk about what Jessica sees in the political future, where the presidential candidates stand on health care, and discuss the best and worst scenarios that benefit advisors might expect. Don’t miss this insightful episode!

What You’ll Learn From This Episode:

  • The Democratic candidates’ positions on health care.
  • Whether the candidates who are Governors more focused on entitlement reform.
  • Where they stand on transparency.
  • Where the Republican candidates stand.
  • Whether the Democrats are actually a better long-term play with respect to employer-based insurance.

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Ep #94: How Extraordinary Communication Leads to Extraordinary Success – With Tom Harte

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On this episode of Shiftshapers, we’re talking to Tom Harte, President of Landmark Benefits who shares some of the tools and techniques his agency uses to drive success with exceptional communication.

As all agencies work to deliver value added services, Tom’s believes that being able to deliver real-time information across a wide range of topics helps to create and deepen client relationships.

Communication leads to extraordinary success in any agency. Don’t miss this opportunity to discover the success strategies of one of the most forward-looking agencies in the country.

What You’ll Learn From This Episode:

  • The general challenges that are facing today’s advisors.
  • What Tom has done to create his successful agency.
  • Why communication is the key to success.
  • The role of social media.
  • How to have the content you need to keep clients updated.

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Ep #93: The Future of Telemedicine – With Samir Qamar – Part 2

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Last week we talked to Samir Qamar, M.D., founder and CEO of MedLion and MedWand, about direct pay primary care and how it can be integrated into the solutions advisors offer to clients. On this episode of Shiftshapers Podcast, we continue our conversation with Dr. Qamar as he shares his latest offering that aims to take telemedicine to another level.

We talk about a brand new device that Dr. Qamar is bringing to market – a mouse-sized piece of technology that has the potential to revolutionize patient’s interactions with their physicians. This new technology will not only allow physicians to spend more time but appropriate time with clients. Tune into this insightful exploration of the new technologies that are coming to the market that can help extend our virtual interaction with primary care providers.

What You’ll Learn From This Episode:

  • Whether we are going backward to the era of the family doctor.
  • The evolution of today’s telemedicine.
  • What Qamar believes to be the true telemedicine.
  • How accessible the technology is for consumers.
  • Why frequent claims are an insurance killer.
  • The other technology that is coming to market to extend our electronic interaction with providers.

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Ep #92: Is Direct Primary Care Right for Your Clients? – With Samir Qamar – Part 1

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About a year ago on ShiftShapers, we talked about a subject that generated quite a bit of interest among our listeners – the field of direct pay primary care, or direct pay practices. On this episode, we’re honored to be speaking to one of the pioneers and disruptors in direct primary care (DPC), Samir Qamar, M.D. Samir is the founder and CEO of two companies, MedLion and MedWand.

In this first of our two-part interview, we asked Samir to talk about the ins and outs of the direct primary care model and share his unique journey into that field. We also talk about how the direct primary care pioneers were able to get the DPC inserted into the ACA and how DPC realigns incentives. We also explore how DPC might be a good fit for clients struggling with today’s increased personal responsibility amounts, and how they coordinate with and complement high deductible plans.

Next week, we will discuss a brand new device that Dr. Qamar is bringing to market – a mouse-sized piece of technology that has the potential to completely change patient’s interactions with their primary care providers. Don’t miss this first part of our primary care conversation and learn how you can integrate it into the solutions you offer to clients.

What You’ll Learn From This Episode:

  • What direct primary care is all about.
  • Samir’s unusual journey to DPC.
  • How a key change in PPACA made a big difference.
  • Whether DPC is an individual play, a group play, or both.
  • Why insurance is unnecessary in primary care.
  • How benefit advisors position this with clients and prospects.

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Ep #91: Using Retirement Plan Data To Target Benefits Prospects – With Mark Smith

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Today on The ShiftShapers Podcast, the founder and CEO of MiEdge, Mark Smith, returns to the show to continue our conversation about Big Data. In this episode, Mark focuses on the use of retirement plan data to create opportunities and deliver value to prospects and clients.

Mark describes new ways that benefit advisors can easily visualize potential prospect relationships from massive amounts of publicly-available data. We also discuss how you can interface your data findings with LinkedIn to help create offensive and defensive strategies that deepen and strengthen existing client relationships.

What You’ll Learn From This Episode:

  • The type of information the government collects.
  • How this data can be used to play offense and defense.
  • How large the data set is.
  • How employers react to this type of research.
  • Whether it is easy to see the relationships by just looking at the data.
  • The important data points for advisors.

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