Podcasts about group insurance

A conversation onsite at The Council's Employee Benefits Leadership Forum with Prudential's John Trevisan, Head of Distribution for Group Insurance, and Mark Devine, Vice President, Head of Life, Absence & Disability Product. Having recently surveyed employers and employees about modern benefits, Prudential gathered data on the disconnects between the two groups. In addition to discussing the survey results, the conversation covers benefits-related technology, opportunities for growth, new product development, better client service, and the 150-year history that provides the foundation for Prudential today.

L'UniCredit Longevity Economic Forum 2025, in programma mercoledì 28 maggio a Milano, riunisce leader di pensiero, imprenditori e dirigenti internazionali, principalmente europei, nonché rappresentanti istituzionali e decisori politici. Condivideranno le loro intuizioni ed esperienze sull'impatto a breve e lungo termine dell'aumento della durata della vita da una prospettiva aziendale, economica, di investimento e finanziaria.Alla vigilia di questo evento, dedichiamo una puntata a questi temi coinvolgendo due dei protagonisti:Nic Palmarini - Direttore del National Innovation Centre for Ageing (NICA) nel Regno UnitoAlessandro Santoliquido, Head of Group Insurance, UniCredit

Send us a textIn this episode of the Grow Clinton Podcast, Andy and Jenny interview Luke Duenser from the Hausmann Group Insurance Agency and Brokerage. More information is available at www.myhaus.com. The Hausmann Group is a full-service independent insurance agency with offices in Madison and Milwaukee, Wisconsin. Serving local clients in Wisconsin and large companies nationwide, the agency provides a wide range of insurance and business services to support clients now and in the future.The Hausmann Group is dedicated to helping clients anticipate and navigate life's unforeseen challenges. They realize their collective strength through the agency's core values.We will discuss the importance of communication, education, and compliance. Additionally, Luke will address the increasing costs of insurance and the efficiencies that can be achieved. To promote your member business or organization on the podcast, contact the Grow Clinton office at 563.242.5702 or visit us online at www.GrowClinton.com. Grow Clinton's mission is to promote business growth, foster community, and advocate for the sustainable economic success of the Greater Clinton Region.

Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL SIGN UP FOR OUR LIVE MONTHLY WEBINAR: https://www.controlandcompound.com/live-webinar In this must-listen episode, Darren and Christina sit down with group insurance expert Pat McIver to unpack everything employers and employees need to know about group benefits. From the basics of coverage and cost-sharing to how high-cost medications like Ozempic and biologics are reshaping plans, this episode delivers practical insights you won't find in a brochure. Learn how to structure a tax-efficient benefits plan, why claims experience matters, and how the coming changes in pharmacare might impact your business. Whether you're managing a two-person team or a 100-person company, this conversation is packed with essential knowledge, tune in now! Show notes: 00:00 - Introduction to Pat McIver 1:55 - Breaking down group benefits 7:30 - Is Ozempic and other new drugs covered? 12:30 - What types of claims will drive up the premium? 14:40 - Minimum number of employees needed to start a benefits plan 15:45 - Best practices from employer standpoint on long term disability coverage 18:40 - What is a health spending account? 22:15 - Tips for business owners on what to avoid and what they should be looking at BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us FIND US ON: INSTAGRAM: https://www.instagram.com/controlandcompound/ TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en FACEBOOK: https://www.facebook.com/controlandcompound JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound

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In this episode of The Journal, we speak to Kevin Steed, Head of Group Insurance at the UK's leading biopharmaceutical company, AstraZeneca, to discuss his professional journey through the Insurance and Risk Profession.

Episode 241: When is mastering the basics a differentiator? In an industry where complexity is the norm, Prudential Group Insurance has made a counterintuitive strategic choice. While many companies chase innovation through digital transformation and enhanced features, Prudential has discovered that operational excellence—the "absence of noise"—can be a more powerful differentiator. Abhii Parakh and Mike Estep reveal why group insurance demands a fundamentally different approach to customer experience than high-touch industries like hospitality or travel. For Prudential, success depends not on bells and whistles, but on excelling at the foundational elements: reliable execution, friction-free processes, and consistent delivery. "The absence of noise is a tremendous win," Mike emphasizes. "That's not the long-term goal for us. But if you don't get those things right, you won't get the chance to get to the nirvana state where you are separating yourself from the competition because of the experiences you created.” Learn how Prudential delivers seamless experiences across its ecosystem of brokers, employers, and employees by prioritizing simplicity and operational excellence. Discover why, in complex B2B2C environments, flawless execution of core processes can be a more powerful differentiator than feature innovation. Guests: Abhii Parakh, Head of Customer Experience, Prudential Financial, and Mike Estep, President, Group Insurance, Prudential Financial Host: Rob Markey, Partner, Bain & Company Give Us Feedback: We'd love to hear from you. Help us enhance your podcast experience by providing feedback here in our listener survey: https://bit.ly/CCPodcastFeedback Want to get in touch? Send a note to host Rob Markey: https://www.robmarkey.com/contact-rob Time-stamped List of Topics Covered: [00:01:16] Overview of group insurance products [00:03:21] The broker, employer, and employee experience [00:06:46] Employees' challenges with insurance products [00:10:21] Eliminating friction to enable differentiation [00:19:02] Customer experience as a growth driver [00:35:48] Overcoming challenges in survey feedback Time-stamped Notable Quotes: [00:05:24] “Modern life is exhausting. The last thing you want to deal with is friction with your group insurance carrier—about reports, getting your commission check, or that we're screwing up the bill and you're getting heat from that client. It doesn't need to be rocket science. There's beauty in simplicity and intuitive experiences that are void of friction.” [00:08:31] “The absence of noise is a tremendous win. That's not the long-term goal for us. But if you don't get those things right, you won't get the chance to get to the nirvana state where you are separating yourself from the competition because of the experiences you created.” [14:01] “Feedback—while painful to hear—is something you can use as a tool to help get other people in the organization to respond and make improvements that will help you, personally, be successful because they're resolving problems of your customers.”

Employers have been saying for years that they can't absorb any more cost growth for health insurance; health plans feel like they've squeezed about as much juice as possible out of traditional cost mitigation levers. Both are looking for creative alternatives to curb rising health costs. Enter ICHRAs. Usually, when we talk about the health insurance landscape, we focus on Medicare, Medicaid, or employer-sponsored insurance. But roughly 21 million people in the US are covered by individual marketplace plans, and in 2020, a new type of plan hit the individual market, moving health insurance from a “defined benefit” to a “defined contribution” in an effort to curb employer health costs. In this episode, host Abby Burns invites Advisory Board health plan expert Morghen Philippi to shed light on what Individual Coverage Health Reimbursement Arrangements, or ICHRAs, actually are, how employers, plans, and providers are responding to their rise, and what leaders need to keep an eye on when it comes to these plans. Note: This episode was recorded prior to the 2024 elections. Given the results, it is unlikely that the enhanced subsidies referenced in this episode will be renewed, which will affect the health of the individual marketplace. If enhanced subsidies expire at the end of 2025, you can expect it to have a direct impact on the individual market and on ICHRA viability, specifically. That said, because of the first Trump administration's role in establishing the ICHRA model, the incoming administration may work to support ICHRA growth. Links: Is the cost of employer-sponsored insurance at a tipping point? Market outlook for individual and small group health insurance Ep. 176: Test, fail, and test again: Morgan Health's approach to employer costs Enhanced subsidies propelled ACA marketplace enrollment. What's next? What health system growth will look like in 2025 Get exclusive, early access to Advisory Board's annual “What CEOs need to know” briefing. A transcript of this episode as well as more information and resources can be found on www.advisory.com/RadioAdvisory.

Noluthando Mthonti-Mlambo speaks to Rigitte van Zyl, Executive for Funds At Work & Group Insurance at Momentum CorporateSee omnystudio.com/listener for privacy information.

Gianna is the Co-Founder and Practice Leader at Vita Assure, a Canadian brokerage firm that specializes in employee benefits for small and medium-sized enterprises in Quebec and Ontario. Vita Assure works with all insurance providers, including Canada Life, Manulife Financial, Sun Life Financial, and many more,to offer thousands of their clients' employees the best group insurance, group retirement, employee wellness, and other non-traditional employee benefits at a lower cost. Canada's workplaces are undergoing enormous transformation, and as a result, businesses must make significant employee benefit adjustments. Gianna has 20 years of experience working with the payroll, HR, and finance departments to create employee benefit plans that take into account the changing demands of the workforce. In the past, she developed an accelerated curriculum for insurance professionals seeking certification in group insurance and published 360 Degrees of Group Insurance, a training guide on industry best practices. Connect with Gianna: https://www.linkedin.com/in/giannaricciardi/ https://www.vitaassure.com/#benefits This episode is sponsored by: DirectSuggest: ⁠⁠⁠⁠https://www.directsuggest.com/subscribe.php?id=6992⁠⁠⁠⁠ Use Promo Code: HumanHR Connect with Traci here: ⁠⁠⁠https://linktr.ee/HRTraci⁠⁠⁠ Don't forget to rate this podcast 5 stars, leave a review, and subscribe!   Disclaimer: Thoughts, opinions, and statements made on this podcast are not a reflection of the thoughts, opinions, and statements of the Company Traci Chernoff is actively employed by. --- Send in a voice message: https://podcasters.spotify.com/pod/show/hrtraci/message Support this podcast: https://podcasters.spotify.com/pod/show/hrtraci/support

In this episode I am joined by Barbara Lee-Dickson from the Insurance Ladies (www.theinsuranceladies.co.nz) to talk about Group Insurance Schemes for NZ Employers.Group insurance can be used by employers who want to provide value added benefits for their employees. Obtaining Group Insurance cover is a great way to support staff through the tough times and provides employees with a bit of certainty that their families or nominated beneficiaries can be supported if there is a claimable event. Have a listen to this episode to find out more about Group Insurance for your team and why it matters. In a competitive labour market these sorts of benefits may well help your business stand out above the crowd. Is there a topic you want covered or a person you want to hear from? You can contact us through the Godfreys Law website, or you can message the Godfreys Law Facebook page. We'd like to hear from you, and any ideas you have about making the podcast better. The Real Solutions Business Podcast is presented by Godfreys Law - A Christchurch based law firm, serving Canterbury for over 140 years.

One of the most common areas of confusion investors have throughout their lives involves insurance.  How much coverage is enough?  And there are so many types of coverage – which is best for my needs and my situation?  There are so many issues to consider when reviewing various plans. In today's episode, Patti defines the various coverages and explains the scenarios that determine which coverage is best. It is the next in the podcast series, #AskPattiBrennan - a series of episodes in which Patti answers one of her listener's frequently asked questions.  These podcasts are shorter in length and address one FAQ or RAQ (a rarely asked but should be asked) question.  

Unlock the Power of Leadership with Christie, the Trailblazing Chief People & Culture Officer of the Aristocrat Group and Co-Chair of the International Sub-Committee for Global Gaming Women (GGW). Get ready to enjoy an inspiring journey as I sit down with Christie Roser, who is a powerhouse in the gaming industry. For several years, she served as the Chair of Women In Gaming & Hospitality Australasia, playing a pivotal role in bringing the GGW brand to Australia & New Zealand. Her tireless efforts have significantly advanced the careers of women across the gaming spectrum. But that's not all! Christie wears multiple hats as the Deputy Chairperson of the Board of Central NSW Business HQ (BizHQ). Her dedication is evident in her efforts to foster thriving regional communities through the support and promotion of small businesses. In her remarkable journey, Christie became a catalyst for change at BizHQ, leading the appointment of the first female CEO in the company's 30+ year history. Recently, Christie achieved another milestone as the first female Board member of Windsor Income Protection. Specialising in Group Insurance, they create comprehensive insurance solutions and boast a stellar claims management team, making them the preferred partner for their clients. And here's the kicker – did I mention that Christie listens to podcasts while manoeuvring her sit-down mower in the countryside? She's not just breaking barriers in the boardroom but also defying norms when it comes to podcast listening habits. Christie is passionate about using her platforms and voice to break down barriers, allowing others to make their best contributions without facing roadblocks and red tape. Join us as she shares insights, experiences, and maybe a few stories from her sit-down mower adventures! Don't miss this opportunity to learn from a leader who not only shatters glass ceilings but does so with grace and determination.

 OPEN HEAVENSMATALA LE LAGI MO LE ASO LUA 5 TESEMA 2023 Manatu Autu: Puipuiga mautu faale Atua o se faapotopotoga (Divine group insurance) Tauloto – Galuega 16:31‘Ua fai atu i lā‘ua, “‘Inā fa‘atuatua ia i le Ali‘i o Iesu Keriso e ola ai oe ‘atoa ma lou ‘āiga.” Faitauga - Tusi Paia: Galuega 27:21-25 Upu FolafolaI le tatou faitauga mai le Tusi Paia o le aso, a'o iai o Paulo i totonu o se afā; ma asia e se agelu, na ia faapea atu iai latou sa latou iai: “O lenei fo‘i, ‘ou te apoapoa‘i atu ‘iā te ‘outou ia ‘outou fa‘amalosi; auā e leai so ‘outou ola o māumau, nā o le va‘a” (Galuega 27:22). Ou fai lava i tagata e toatolu ituaiga fanau o lo'o ia te a'u: O I latou e a'o'oga maualuluga, o e a'o'oga Kolisi ma e a'o'oga i a'oga tulagalua. E tele ina valaau a'u aemaise i totonu o Nigeria, o ‘Tama'. Ou te faavasegaina tagata ia, o la'u fanau a'oga maualuga. O se tasi o taita'i ta'uta'ua o seisi fo'i  Ekalesia, sa tusi mai ia te a'u ma na amataina lana tusi i upu nei ‘Lo'u Tama e,'. Afai o se faifeau e fai ma ‘Tama' I se taitai aoao o seisi Ekalesia, o lo'o manino o ia tagata o a'u fanau I a'oga maualuluga. E iai foi a'u fanau e a'oga I Kolisi. O tagata ia o Taitai Aoao I isi Ekalesia e alolofa ia te a'u. Mulimuli ane, e iai la'u fanau i a'oga tulagalua, o sui nei o le Redeemed Christian Church of God, ma ou te mitamita e faailoa, o le puipuiga mautu faale Atua o lo'o ou maua, e puipuia ai foi ma latou. O le ituaiga puipuiga mai agelu o lo'o ou mauaina, e maua foi e'i latou, e pei lava o Paulo a'o iai i le afā, o lo'o iai I le faitauga mai le Tusi Paia o le asō. I ni nai tausaga e le'i leva atu, a'o ou iai I le atunuu o Zambia, ma ou aga'i atu i se tasi o polokalame, sa iai se leoleo faafeao I se pasika na muamua i o matou luma e fa'aavanoa le auala, peitai ua lavea I se taavale ma ua matua faaleagaina le pasika, a'o le leoleo ua lelea i leisi itu o le auala. Na aumai o ia, ua uma le ola. Sa matuā ou mafatia i le mea na tupu. Na ou augani atu i le Atua, “Lo'u Tama e, o lenei talavou o lo'o faatasi ma a'u; o se sui o le matou vaega sa galue e fa'aavanoa le auala mo a'u. Faamolemole faaola ia te ia” Ana faapea o se polokalame a le matou Ekalesia, semanū ou te toe fo'i iai, peitai sa ou manumanu nei lē fa'ataunuuina le polokalame, na a'ami mamao mai ai a'u mai Nigeria. Ona ou aga'i pea e fa'ataunu'u le polokalame. A'o le taimi atoa o lo'o alu lo'u mafaufau I le leoleo lenei. Ina ua mae'a le polokalame, sa ou fesili mo se tala i le tulaga ua o'o iai le leoleo, ae ta'u mai ua toe ola, e leai se ivi na gau, leai foi sina ma'osia e tasi i lona tino! O lenā aso, sa ou va'ai manino i le faatinoina o le puipuiga mautu a le Atua mo se faapotopotoga o tagata.  A taumafai Satani e pa'i atu i sē e pele ia te oe, vala'au i le Atua e puipui I latou I le puipuiga mautu o lo'o ia puipui ai oe, ma e tali mai o ia ia te oe.  Tatalo: Tamā, o le auala lava e tasi e te puipuia ai a'u, fa'amolemole ia faalautele atu lea puipuiga I a'u uo uma ma o'u aiga uma, i le suafa o Iesu, Amene.

The many layers of the leave law world can sometimes feel, well endless. In this important episode of Take it or Leave It, we explore one specific layer of family and medical leave – disability and family leave as classes of insurance – that differs from but is interconnected with the paid family and medical leave mandates proliferating around the country (i.e., in Oregon with the Paid Leave Oregon program beginning in September 2023, in Colorado with the Colorado FAMLI program coming online in January 2024, and so forth). To help navigate what disability insurance and family leave insurance are and what these offerings entail, host Joshua Seidman sits down with Cindy Goff, Vice President, Supplemental Benefits and Group Insurance at American Council of Life Insurers (or ACLI). Together, they explore the scope of and differences between disability and family leave insurance, the dynamics of how these offerings are structured and how they compare to paid family and medical leave mandates, recent activity in the space, and how these classes of insurance can impact potential future federal paid family and medical leave.

On today's episode, Darren and Christina are breaking down group insurance and whether or not it can be the right insurance for you and your employees. If you're a business owner, you don't want to miss this episode! Tune in now. Show notes: 00:00 - Introduction 2:10 - What is group insurance? 4:10 - Benefits of group insurance 6:10 - Who is eligible for group insurance? 8:55 - What does a standard group insurance plan cover? 14:10 - What are the costs associated with group insurance? 18:10 - What does a renewal look like? 27:50 - Darren's advice for employers looking to put a plan in place TAKE CONTROL OF YOUR MONEY NOW: https://www.controlandcompound.com/contact-us FIND US ON: INSTAGRAM: https://www.instagram.com/controlandcompound/ TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en FACEBOOK: https://www.facebook.com/controlandcompound JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound

Open Enrollment for 2023 in Health Insurance, with Bill Neglia, Neglia Insurance Group (North Fulton Business Radio, Episode 713) Bill Neglia from Neglia Insurance Group was the guest on this episode of North Fulton Business Radio. Bill and host John Ray discussed health insurance, open enrollment periods, group health insurance, supplemental insurance plans, and life insurance. […] The post Open Enrollment for 2023 in Health Insurance, with Bill Neglia, Neglia Insurance Group appeared first on Business RadioX ®.

From adjusting to hybrid work to a new generation of employees, the future of work seems more uncertain than it was a few years ago. Chris Morbelli, EY Americas Life & Group Insurance transformation leader discusses the findings of a LIMRA-EY collaborative study that surveyed employees across industries and organization sizes.

Susan Boyea is the Vice President of Group Insurance at Sagicor Life Inc. She oversees the strategic and operational aspects of the company's Group Insurance business, focusing on innovation, business value, and customer experience. With over 25 years of experience in Insurance and Financial Services, Susan modernized the Information Technology division into a world-class Shared Services IT Unit that serves 16 Caribbean territories. Later, she led the strategic relationship between Technology and Business Operations at Sagicor, leveraging her IT expertise to drive technology adoption for competitive advantage. She is actively involved in various professional associations, serving on the Technology Council at LOMA- one of the largest trade associations in the US Insurance industry, and chairing the Digital Society at the #Barbados Chamber of Commerce and Industry. Susan is a passionate advocate for women in #STEM fields and mentors women to enhance their #leadershipskills. Join me on Getting to the Top! to inspire your journey with this extraordinary transformational leader story. Getting to the Top is available on Amazon Music, Apple Podcasts, Audible, Google Podcasts, Spotify, and my YouTube Channel. Please Subscribe! YouTube: https://youtube.com/@RacquelMoses Amazon Music: https://music.amazon.com/podcasts/e1c3182a-65f5-4089-b7fe-f69d85d416b9/getting-to-the-top Apple Podcasts: https://podcasts.apple.com/us/podcast/getting-to-the-top/id1612120883 Audible : https://www.audible.com/pd/B0BL1S6C2Q?source_code=ASSORAP0511160006&share_location=podcast_show_detail Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy84NWVkN2FkMC9wb2RjYXN0L3Jzcw Spotify: https://open.spotify.com/show/1V2yrvFaDmTzlLXmS50DNR?si=sw6P4IdcQ4ax7Y2cpMjeXQ Racquel Moses, Strategic Transformation. www.racquelmoses.com Instagram @RacMoses twitter @RacMoses Facebook https://www.facebook.com/RacqMoses/ TikTok @rmmoses01

Also, a recent retiree got himself into a jam when he retired, enrolled in an Advantage plan and came down with cancer. Was he able to improve his insurance protection? Finally, what are the qualifications to have skilled nursing care paid for by Medicare? Contact me at: DBJ@MLMMailbag.com (Most severe critic: A+)   Inspired by: "MEDICARE FOR THE LAZY MAN 2023; Simplest & Easiest Guide Ever!" on Amazon.com. Return to leave a short customer review & help future readers. Official website: https://www.MedicareForTheLazyMan.com

Barry Isringhausen, President of Cranemasters, shares his background, how Cranemasters started, what Cranemasters does, and why he made the decision to join Generations Group, a Scott Insurance …Listen Now

Join Kate with the Illinois Life and Health Insurance Council as she discusses the negative impacts of establishing a Dental Loss Ratio with Cindy Goff, expert and Vice President of Supplemental Benefits and Group Insurance at the American Council of Life Insurers (ACLI).  Cindy explains the complexities of different insurance products and the detrimental effects a loss ratio mandate would have on Illinois consumers with (or looking to obtain) dental coverage.  Don't grit your teeth and bear it.  Keep dental insurance affordable and accessible.  The American Council of Life Insurers | ACLI.com

In this episode of Medicare Simplified, we focus on how you can sort through costs and coverage while working, before turning 65. Learn more about Medicare Advantage and Sanfor

Tune in for today's industry updates.

Sailor, Employee Benefits Specialist, Association Founder, Educator, Expert Witness, Associate Film Producer & Bestselling Author, Dave Patriarche is a man of many talents with a passion for learning. He is the President of Mainstay Insurance and founder of CGIB, the Canadian Group Insurance Brokers, an organization dedicated to supporting networking and continuing education for the group insurance industry.Robin & Al talk to Dave about his tireless efforts to improve the industry for advisors and clients alike, including the protection of women returning from maternity leave, as well as the biggest challenges advisors face in trying to provide solutions to their clients. Brought to you by Aria Benefits and Life & Legacy Advisory Group

Free Wealth Building Tools & ResourcesLet's talk about small business health insurance options. I'm only covering a small snippet of small business health insurance options here. You really do need to talk to a health insurance agent about the specific options that exist for you, both in your state and based on the unique factors of your company and your team.Group Insurance for Small BusinessYou're not required to have a group insurance plan for your business until you have 50 team members or more. But if you're in an industry like mine where the talent is really competitive, you may need to consider having some sort of a health insurance benefit before you get to 50 employees, mostly to have some sort of attraction level for A players. Personal Health Insurance for a Business OwnerWhen it comes to your personal insurance, if you don't have a group plan, you can go out and get a private plan by talking to any health insurance agent. Based on your income, you may or may not qualify for health subsidies. So again, it's really important that you talk to a qualified health insurance agent so they can walk you through all those details.How to Write-Off Your Health Insurance PremiumsThese instructions are specifically for an S-Corp.We see this done incorrectly all the time. The two biggest mistakes we see are either not paying for it out of the business, or not picking it up on their W2. Pay for your health insurance out of your business as an S Corporation. Pay the premium out of your business and book it as a health insurance expense. As the owner of the S Corp, assuming you own more than 2%, which in our case almost all of our clients do, you have to pick up your health insurance amount on your W2 as Additional Income. Then when you file your personal tax return, there is a spot on your personal tax return called Adjustments to Income and you put your health insurance amount there so that it is reducing your taxable income.Consult with Qualified ProfessionalsThere are many small business health insurance options for both your business and you personally as the owner, even if you don't have group insurance. But again, get a good health insurance agent on your side and a qualified accounting professional to help you write-off your health insurance the right way. It's very easy to do for an accountant. But like I just explained, there are multiple steps to make sure it happens the right way. By using a professional, you get the max benefit without getting in trouble by doing it the wrong way. Talk with a Tax Genius here at Incite Tax to make sure you're compliant with how you're deducting your health insurance premium from your taxes.John Briggs | Tax Geniusinfo@incitetax.com801-999-8295Visit our website @ Incite Tax Schedule A CallIRS Sucks T-shirts now for sale @ Incite Shop Follow us on…FacebookLinkedInInstagramTwitterYouTube

On this week's episode, Darren and Christina break down the advantages business owners have when incorporating the use of the health care spending account. Unlike group insurance, this type of account has many different benefits and the two go through the different ways you can take advantage if you're a business owner. 00:00 - Introduction 00:17 - How do we fit health care spending account in overall plan 4:25 - Is it possible for employees to set up their own plan | Breaking down insurance by class 7:05 - Advantages of the Health care spending account vs. Group Insurance 13:10 - The right type of company you need to be to take advantage of this type of account 16:35 - Additional benefits from the account 19:10 - Private medical benefits 20:50 - Being as efficient as possible | Wrap up TAKE CONTROL OF YOUR MONEY NOW: https://www.controlandcompound.com/contact-us FIND US ON: INSTAGRAM: https://www.instagram.com/controlandcompound/ TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en FACEBOOK: https://www.facebook.com/controlandcompound

Viresh Maharaj, executive for strategy and customer experience at Alexforbes

You will want to get a regularly updated Reconstruction Cost Estimate. Make sure that this is up to date and accurate. Get the maximum available dwelling replacement extension coverage. Make sure that you have sufficient ordinance and law coverage based on the age of your home. Make sure that you have enough loss of use coverage to provide housing for your family while you rebuild. You will want Actual Loss Sustained for 24 months or a dollar amount that would provide similar coverage. Make sure that you're covered for 24 months. Many policies only cover 12 months.Finally, do an accounting of your personal property and take pictures or videos of your possessions. This will be extremely valuable in the claims process. Make sure that you have enough coverage to replace these items, and make sure that you have “replacement cost contents” loss settlement for personal property on your insurance policy. Many policies will have “Actual Cash Value” loss settlement.I was lucky to grow up on a small farm in Southeastern Ohio. It was a kind of idyllic childhood surrounded by fields and forests. When I graduated high school, I was looking for adventure, so I booked a one-way ticket to Anchorage, Alaska with vague ideas of making a fortune in the frontier. I discovered that the few thousand bucks I had saved from growing and selling melons wasn't going to go far in the real world, and I started roughing it and hitch-hiking. A few months later I had made it as far as Mexico City when my money ran out and I headed home. The seed that the trip had planted grew into years of adventures throughout the world, including working as a mountain guide in Peru and teaching English throughout East Asia and Latin America. In my mid-twenties, I met my wife Lancy and we moved back to Ohio. While looking for jobs I stumbled across an advertisement saying, “Tower Climbers Wanted.” I applied, and a few months later I got a call and a job offer. On the first day we climbed 400 feet in the air to change some bolts on an old tower, and I was hooked. I spent the next 5 years travelling around the United States while building, repairing, and decommissioning cell towers and cell equipment. Eventually, the constant wear and tear on my body took its toll and I had to find something else to do for a living. Through a roundabout journey this led me to the insurance industry! I am now an independent agent with Trailstone Insurance Group focusing on helping people master the defensive portion of their financial strategy. I love what I do and try to treat every client like a friend.Learn More: https://trailstoneinsurancegroup.com/morgan-lloyd/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group-insurance-for-short-term-rentals

You will want to get a regularly updated Reconstruction Cost Estimate. Make sure that this is up to date and accurate. Get the maximum available dwelling replacement extension coverage. Make sure that you have sufficient ordinance and law coverage based on the age of your home. Make sure that you have enough loss of use coverage to provide housing for your family while you rebuild. You will want Actual Loss Sustained for 24 months or a dollar amount that would provide similar coverage. Make sure that you're covered for 24 months. Many policies only cover 12 months.Finally, do an accounting of your personal property and take pictures or videos of your possessions. This will be extremely valuable in the claims process. Make sure that you have enough coverage to replace these items, and make sure that you have “replacement cost contents” loss settlement for personal property on your insurance policy. Many policies will have “Actual Cash Value” loss settlement.I was lucky to grow up on a small farm in Southeastern Ohio. It was a kind of idyllic childhood surrounded by fields and forests. When I graduated high school, I was looking for adventure, so I booked a one-way ticket to Anchorage, Alaska with vague ideas of making a fortune in the frontier. I discovered that the few thousand bucks I had saved from growing and selling melons wasn't going to go far in the real world, and I started roughing it and hitch-hiking. A few months later I had made it as far as Mexico City when my money ran out and I headed home. The seed that the trip had planted grew into years of adventures throughout the world, including working as a mountain guide in Peru and teaching English throughout East Asia and Latin America. In my mid-twenties, I met my wife Lancy and we moved back to Ohio. While looking for jobs I stumbled across an advertisement saying, “Tower Climbers Wanted.” I applied, and a few months later I got a call and a job offer. On the first day we climbed 400 feet in the air to change some bolts on an old tower, and I was hooked. I spent the next 5 years travelling around the United States while building, repairing, and decommissioning cell towers and cell equipment. Eventually, the constant wear and tear on my body took its toll and I had to find something else to do for a living. Through a roundabout journey this led me to the insurance industry! I am now an independent agent with Trailstone Insurance Group focusing on helping people master the defensive portion of their financial strategy. I love what I do and try to treat every client like a friend.Learn More: https://trailstoneinsurancegroup.com/morgan-lloyd/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group-insurance-for-short-term-rentals

In this episode, we have Stephen J. Hall who is the Independent Advisor Financial Security Advisor Advisor in Group Insurance & Annuities of Stephen J. Hall Financial. We get to talking about how he will guide you toward financial security and provide you with a clear understanding of your financial canvas so that you can make the right decisions, have peace of mind, and be in a position to enjoy a stress-free life. Stephen J. Hall shares their journey with you so you can start yours today! Make sure you check out their links down below and share with a friend if you enjoyed the episode. Always Remember to Invest In Yourself Phil Better

In this episode, we have Stephen J. Hall who is the Independent Advisor Financial Security Advisor Advisor in Group Insurance & Annuities of Stephen J. Hall Financial. We get to talking about how he will guide you toward financial security and provide you with a clear understanding of your financial canvas so that you can make the right decisions, have peace of mind, and be in a position to enjoy a stress-free life. Stephen J. Hall shares their journey with you so you can start yours today! Make sure you check out their links down below and share with a friend if you enjoyed the episode. Always Remember to Invest In Yourself Phil Better

35 of years of group insurance history packed into one hour. Where we've been, where we are going. Favourite memories. The Human element of benefits. Communications. What we've got right and what we could maybe do better. This podcast is a fun conversation - but don't take it lightly we discuss some real issues our industry is facing. Something for everyone - advisors, employers and insurers.

Matt Lister, Co-Founder and CEO of Cloud Advisor engages with the D-BEnefits Podcast in a discussion about Group Benefits. We discuss Group Insurance and it's history its limiations and it's place in teh world of Total Compensation today. We get into the requesite capabilities of the Group Benefits Advisor in 2021. If you are in the group insurance industry or looking at moving into it - this podcast is a must listen.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They answer a listeners question regarding social security and discuss unrealistic expectation in relation to the index. Then in the “Find the Fees” segment they compare and contrast how Market Advisory Group manages money verses other financial advisors. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question concerning a group plan from employer. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding a person with a broker license becoming power of attorney for spouse and family. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk through the differences between Roth conversions and contributions.

In episode 54 of the Global Captive Podcast, supported by legacy specialists R&Q, Richard is joined by CICA President Dan Towle to discuss their planned Fall Forum for October 10-13, in Tuscon, Arizona. Dan also reflects on the new Washington State self-procurement tax and the return of micro-captives to the IRS' Dirty Dozen list of tax scams. We have a very insightful captive owner interview with Kevin Steed, Director of Group Insurance at AstraZeneca, who tells us about the long and varied history of the pharmaceutical giant's captive strategy and how it is utilised today. The latest quarterly investments update is provided by Friends of the Podcast London & Capital, with Shadrack Kwasa and Rabbani Wahhab concentrating on macroeconomics and inflation. For more information on CICA and the Fall Forum, visit: https://www.cicaworld.com To read the latest edition of GCP Insights: www.globalcaptivepodcast.com/gcp-insights You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/

Mary Ann Jackson Vice President, process Management | Prudential Financial Newark, NJ Mary Ann is Vice President of Process Management with Prudential, focused on organizational design and operational compliance. With Prudential since 1997, in her first 16 years, she held several positions in Group Insurance. In September of 2013, she transitioned to the corporate Financial Management Project Management Office and began working on large organizational redesign and regulatory implementations. Mary Ann graduated with a Bachelor of Science degree in Marketing and minor in Cultural Studies from Bentley College in Waltham, MA, then completed her MBA in 2005 from the University of Phoenix. Mary Ann is a member of The National Association for Female Executives and BDPA, is an INROADS Alumni, lifetime member of The National Black MBA Association, and a Leadership Newark Fellowship Alumni. She serves as the CFO for The Girls Action Network, a nonprofit that focuses on the empowerment of young women, as the executive vice chair of the board for United Way of Greater Newark and is COO for the Black Leadership Forum. She recently joined the Advisory Board for Apex Solutions Group LLC., a minority-owned business management consulting company. Email: :mafjack@gmail.com

In this episode of AFSPA Talks, COO Kyle Longton discusses the launch of Prudential's Critical Illness Insurance for AFSPA's FSBP members. Nina Matias, of Prudential, joins Kyle for the conversation on critical illness insurance. Nina Matias has more than 20 years of experience with Prudential's Group Insurance Division. As an Account Executive for Prudential's Group Association and Affinity Services, she is responsible for the relationship management and implementation of national and state-specific association accounts for various Life Insurance, Disability Insurance, and Ancillary Products, such as Critical Illness.Nina is a subject matter expert in Group Insurance benefits, consulting on benefit plans, working to ensure customer and member satisfaction, and focusing on both the overall relationships with Prudential and the importance of Insurance for Members and employees alike.

In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro interviews Josh Callahan, Principal Agent at C Group Insurance. Josh talks about how to cross-sell life insurance and what happens when you get life leads that don't qualify. Episode Highlights: Josh shares his background. (3:06) What tier is Josh in Erie? (4:11) Josh shares the strategies he uses to cross-sell life insurance. (5:47) What was the reason some people weren't buying life insurance from Josh? (7:29) Josh mentions the program they developed for their CSRs. (8:26) Josh explains what a final expense is all about. (13:31) Josh shares his thoughts on how COVID changed the life insurance conversation. (20:54) Josh mentions why the underwriting process wasn't simple in the beginning. (23:16) Josh gives a short background about his company, Agency Final Expense Solutions. (29:22) Key Quotes: “Basically, what we did, is we figured out a way to get our CSRs involved... which is the number one thing. I'd love to say that I was the greatest thing since... whatever, for selling life insurance... But, if you're an agency owner, your CSR is the key to whether or not you sell off insurance, whether you know it or not.” - Josh Callahan “I think we can show any agency, whether you're a one-man shop with one CSR. If you've got 40 people, that's the kind of people we're working with right now, and we're excited about what it's going to look like.” - Josh Callahan “The biggest thing is making sure your CSRs are not scared and they're able to just transition into it. It's amazing. They get better and better every time, once they realize how people are willing to talk to you about it.” - Josh Callahan Resources Mentioned:   Josh Callahan  C Group Insurance Agency Final Expense Solutions Kelly Donahue-Piro LinkedIn Agency Performance Partners

1) The creation of Canadian Group Insurance Brokers. 2) The importance of having a mentor. 3) Never stop asking questions. 4) Even one person can make lasting change. 5) Outsourcing tasks you're not strong in. 6) The advantages to specializing. Guest: Dave Patriarche-Employee Benefits Specialist, Association Founder, Educator & Bestselling author. Dave Patriarche founded Mainstay in 1996 to provide employee benefits to small business. A strong believer in continuing education in this area, he started a small networking group in 2003, which evolved into Canadian Group Insurance Brokers, an organization dedicated to supporting continuing education for the benefits industry. Dave is recognized as a leader in the benefits industry, a contributor to industry publications, a mentor and resource to benefit brokers and an active participant in industry think tank groups. Contact: Email: dave@mainstayinsurance.ca Phone: (905) 886-9203 or 1-877-624-6789 Websites: https://www.mainstayinsurance.ca/, https://cgib.ca/, http://sellingbenefits.ca/

1) Discuss his book "Selling Benefits". 2) Selling Group Benefits to small and medium sized businesses. 3) When to walk away from a client. 4) Why rate shopping hurts the client. 5) The benefits of educating your clients. 6) The importance of storytelling. Guest: Dave Patriarche-Employee Benefits Specialist, Association Founder, Educator & Bestselling author. Dave Patriarche founded Mainstay in 1996 to provide employee benefits to small business. A strong believer in continuing education in this area, he started a small networking group in 2003, which evolved into Canadian Group Insurance Brokers, an organization dedicated to supporting continuing education for the benefits industry. Dave is recognized as a leader in the benefits industry, a contributor to industry publications, a mentor and resource to benefit brokers and an active participant in industry think tank groups. Contact: Email: dave@mainstayinsurance.ca Phone: (905) 886-9203 or 1-877-624-6789 Websites: https://www.mainstayinsurance.ca/, https://cgib.ca/, http://sellingbenefits.ca/

In this segment of Food & Facilities on CentralValleyTalk.com, Ross Rice discusses the customizability and cost savings of group insurance plans. https://goenroll123.com/rossrice Watch every Saturday on Central Valley Talk and subscribe to our channel and to West Coast Industrial Solutions Magazine at wcismag.com/subscribe for more quality, industry experts contributing agribusiness safety and compliance news. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/wcismag/message Support this podcast: https://anchor.fm/wcismag/support

Hi everyone, this week we are focusing on group insurance and we have https://grouprisk.org.uk/persons/katharine-moxham-spokesperson (Katharine Moxham) from https://grouprisk.org.uk/ (GRiD (Group Risk Development)) with us. Katharine takes us through claims statistics, how free medical underwriting works, the benefits that an employer can access through these insurances and much more.  The key takeaways: Group insurers paid £100 million in claims relating to covid in 2020. How group insurance can increase access to insurance, for people living with health conditions. The benefits to both employers and employees from arranging group cover. I will be back in a couple of weeks with Matt Rann, and we will be chatting about https://www.curainsurance.co.uk/health-conditions/diabetes-life-insurance/ (diabetes).

In this episode, Ghaleb delves into the Sandler system of selling, which can be applied to any situation in your life.  He then discusses group insurance.If you have any questions, please email 411healthinspod@gmail.com or visit 411onhealthinsurance.com

A nugget on how group policies work! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/dawn1319/message

How do you begin to compare your current employee group health insurance to the 5000+ different Medicare Options? What about Retiree group health insurance? Do I need Medicare if I want to keep working? What about my spouse?If any of these questions are running through your mind right now tune in!Adam goes over American Retirement Advisors proprietary tool called the Stay or Go Analysis to help folks all over the country get the answers to the very real questions that come when you choose to leave employee group health insurance... or not, because most folks will learn is you DO have a choice.Hope you enjoy!

By offering robust benefits and resources, employers are ideally positioned to improve worker financial health while also improving their own bottom lines. One company that has integrated financial health into the workplace effectively is Prudential Financial. In this episode, host Jennifer Tescher explores the tools critical to build financial resilience with Prudential’s Yanela Frias, President of Retirement, and Jamie Kalamarides, President of Group Insurance.

Andréa Caballero, MPA, speaks with Linda Schwimmer, JD, President and CEO of the New Jersey Health Care Quality Institute (Quality Institute) to learn about a pressing issue: the health of New Jersey’s Small Group Insurance Market. This market, which covers employers with 2-50 employees in the Garden State, is on the precipice of a downward spiral. At its height, it covered upward of 1 million consumers, but now its enrollment is hovering at about 300k consumers with the further threat of adverse selection creating an imbalanced risk pool. Without doing something to address this issue, the small group market, which offers small businesses a secure option for comprehensive health insurance, may effectively disappear in the Garden State. New Jersey is not alone; due to the COVID-19 pandemic as well as changes in health insurance regulations in the U.S., there is concern for the health of small group insurance markets all across the country. Linda Schwimmer explores how the health of the small group market impacts self-funded employers, the rise of alternative employer-sponsored health plans known as level-funded insurance, and, finally, what the short and long-term policy solutions are for strengthening the small group market. Interestingly, regulations that prohibit the use of high-value purchasing strategies, like site of service-based payments, reference pricing, and preferred drug lists, may be negatively impacting the small group market. While this episode strays a bit from CPR’s focus in self-funded health care coverage, it provides important insights on the interconnectedness of the health insurance ecosystem at large. As Linda points out, when one insurance market is suffering, there are implications for the health system as a whole. For more information on this topic, read the Quality Institute’s July 2020 White Paper, “Short and Long-Term Strategies to Support Health Care Affordability and Price Transparency for Small Employers and Consumers in New Jersey. https://www.njhcqi.org/wp-content/uploads/2020/07/Short-and-Long-Term-Strategies-to-Support-Health-Care-Affordability-and-Price-Transparency-for-Small-Employers-and-Consumers-in-New-Jersey.pdf

Captives: An Innovative Group Insurance SolutionIf you're interested in innovative insurance solutions, this is the podcast for you! Captive insurance is a form of group, self-funded insurance that allows for sustainable risk and cost control.Listen to FBMC’s Kiera Hanselman, employee benefits consultant, Lee Martin, vice president of sales, and our host Rick discuss all the basics about captives including: why an employer would want to participate in a captive strategy, how you can leverage better cost savings, and much more.MORE ABOUT OUR GUEST:Kiera Hanselman, CEBS, Employee Benefits Consultant •khanselman@fbmc.comNamed as one of 2017’s Most Influential Women in Employee Advising by Employee Benefit Advisor publication, Kiera takes an innovative approach to benefit advising that challenges the status quo. Kiera is a Certified Employee Benefits Specialist (CEBS) and focuses on delivering transparent, high performance healthcare benefits for her clients.MORE ABOUT OUR GUEST:Lee Martin, RHU, REBC, Vice President, Sales • lmartin@fbmc.comLee has over 15 years of experience in Employee Benefits Consulting. Having worked as a state insurance regulator, a consultant for one of the largest brokers in the world, and most recently as the subject matter expert, lobbyist, and instructor for the largest agent trade association in Florida. Lee is proficient in all funding mechanisms, strategic processes for benchmarking, controlling healthcare costs, and creating value-based plan designs. Lee specializes in the design and implementation of innovative concepts for group insurance and benefit program management.To listen and subscribe to more episodes, visit our website: fbmc.com/podcast.

Despite Canadian group insurance plans managing upwards of 35 billion dollars a year, mental health clinicians frequently experience significant frustration with respect to accessing the funds required to effectively treat their clients - especially those with more severe presentations. Co-founder of Cubic Health Inc., Mr. Mike Sullivan RPh, BSP, MBA joins Dr. Pete Kelly, C.Psych for an in-depth discussion of how innovations in the management and allocation of funds held in large self-funded insurance plans could hold the key to revolutionizing the treatment of mental illness. In this fascinating discussion, Mike and Pete discuss the market gaps that led to the development of Cubic Health, the basic organization and components of the insurance industry in Canada, Mike's observations around where the insurance industry has stagnated, especially around the provision of mental health services, the use of analytics in analyzing and optimizing the provision of insurance benefits, trends in psychotropic medication in Canada, innovations in large group plans that could free up millions in financial resources for the effective treatment of mental illness, the responsibilities of clinicians within the insurance system to foster innovation, and finally, consideration of dynamics around short and long-term disability with respect to mental illness. Mike also shares personal reflections on the stressors (and opportunities) of running a growing business, observations on leadership and some of his favourite books related to leadership, interpersonal effectiveness and growth. Mr. Mike Sullivan, co-founded Cubic Heath Inc. in 2003 in an era when start-ups venturing into the mix of technology and healthcare, especially in the world of employee benefits, had limited access to capital. Fast forward 17 years later, there still is not another company in Canada in Cubic’s space, which for those of us concerned with mental health is concerning because it underlines how slow to change the group insurance industry has been traditionally, although as we will discuss, things are really beginning to change. Cubic has built a proprietary clinical and analytics infrastructure focused on making employee health benefit plans more efficient and sustainable. Cubic's focus as an independent benefit plan analytics and clinical solutions company is the intersection of Mike’s background as a Pharmacist and his post-graduate studies in Finance. Cubic has evolved into the largest clinical team in the employee benefits industry in Canada, supported by a team of talented Data Scientists, Business Intelligence experts, Developers and Information Systems professionals. Cubic’s clients are primarily large single- and multi-employer benefit plans ranging size from 500 to 650,000 employee lives. A frequent speaker across North America on benefit plan design and management, Mike has also appeared on CBC, BNN, and in the Globe & Mail. He is a regular columnist for Benefits Canada magazine and serves as an Adjunct Professor at the University of Toronto.www.cubichealth.ca

Connect with Nancy: https://www.linkedin.com/in/nancy-giacolone/Connect with Steve: https://www.linkedin.com/in/steve-watson-cpa/*************************Are your employees okay with another year of insurance rate increases?Visit Trendbreakers.com to find out more on how I was able to lower the cost of benefits by 1k/employee which allow us to invest those savings back into the company and the employees.

SSQ Insurance | La Capitale's Julie Plasse, Actuarial Analyst, Group Insurance (OWCA), explains how group insurance pricing is calculated and answers the most common questions on the subject.

In this episode, I was lucky enough to sit down with Kevin Ryan, Director of Employee Benefits at Principal, and we talked about the importance of employer-provided income protection. "I have it at work" is one of the most common responses of individuals when asked about their income replacement strategy in the case of an injury or illness preventing them from earning an income. While this response is valid, the level of income protection that some people think they have may not be. Kevin and I go over the most common items that are overlooked when creating a base protection plan with Group Insurance, and how a supplemental offering of Individual coverage over the top is a sound strategy for those who may "outgrow" the base-level protection of Group.

As Founder and Owner of Pen Legacy ®, Charron Monaye has been recognized as a Literary Game Changer who doesn’t mind adapting words into legacies. She’s authored 10 books (co-authored 4), published over 25 new authors, written/produced 3 theatrical productions, contributed to more than 20 book anthologies worldwide, and hired to adapt other novels into theatrical scripts such as; From Federal Prison to First Lady, Til Death Do us Part, Testify, just to name a few. In 2018/2019, she had the opportunity to produce and premiere her sold-out stage play, “Get Out Of Your Own Way” in Hollywood, California and Times Square, New York.  Utilizing many of the same tactics commonly used today, Charron Monaye gave a new meaning to what it means to “share your truth” and exemplifies just how far your truth will take you. From her then unprecedented writing techniques to the continuously innovative ways in which she uses social issues, current events, timeless messages and her expertise on scriptwriting and storytelling, Charron remains a cutting-edge writer, who pushes all boundaries.  Toni Moore, Esquire is an attorney, author, and strategist who is committed to helping women become savvy CEOs in every aspect of their lives.  Toni Moore is a first-generation college student who graduated from the University of Pennsylvania and attended the Temple University Beasley School of Law. Toni is a licensed attorney in the States of Pennsylvania and New Jersey; attained a Ll.M. in Taxation, Certifications in Group Insurance and Retirement Benefits; teaches Nonprofit Compliance, Public Policy and Super Soul Leadership and previously maintained an insurance license, mortgage broker’s license as well as Series 6, 63 and 26 Investment Licenses.  

The grim fact is some of our customers' businesses will not survive this pandemic. Credit insurance is one way to protect your receivables and, no, it's not too late to buy it. Veteran brokers Carl Pickett and Roch Simard explain the ins and outs of an insurance product that is sure to be getting more popular.

The grim fact is some of our customers' businesses will not survive this pandemic. Credit insurance is one way to protect your receivables and, no, it's not too late to buy it. Veteran brokers Carl Pickett and Roch Simard explain the ins and outs of an insurance product that is sure to be getting more popular.

Saurabh Mittal speaks every day on Personal Finance on Radio One 94.3 Mumbai.

In this position, his region consistently earned the VIP Award for top production and management.  He was honored as the Fort Worth Star Telegram’s 2001, 2006 and 2007 Front Page Award Winner by the Fort Worth Association of Insurance and Financial Advisors. In 2007 he was honored with the National Association and Financial Advisor Career Service award.Born in Fort Worth, Texas, John earned his BBA from Texas Wesleyan University, where he was recipient of the Wall Street Journal’s Achievement Award for excellence in the field of Business.He entered the insurance business as an independent agent in 1972 and earned many company awards.  In 1975 accepting a position as Regional Vice President with Time Insurance he moved to Milwaukee, Wisconsin.  He was promoted to Director of Agencies in 1982 with primary responsibilities for the sales force of over 50,000 agents.  In 1985 he returned to his home state of Texas and assumed his former position.He served as the National Committeeman on the Board of the Fort Worth Association of Insurance & Financial Advisors for over 25 years. He also served as President of both the Fort Worth (2004-2005) and Wichita Falls Association of Insurance and Financial Advisors (1989-90).  He served on the board of both the Texas Association of Health Underwriters and Texoma Health Underwriters of Wichita Falls.Mr. Park was a feature speaker at the 1990 National Convention of the National Association of Health Underwriters.  He has served as an LUTC moderator since 1985 for Business Insurance, Disability Income, Professional Growth, The Dynamics of Group Insurance, Long Term Care and Medicare Supplements.He was a registrant in The 1973 Edition of Outstanding Young Men in America and 1982 Edition of Who’s Who in Finance and Industry.  Registrant in the 1990 Edition of Who’s Who in Southwest and 1992 Who’s Who of Emerging Leaders in America. 2005 Who’s Who in the Methodist Church and Who’s Who in Executives and Professionals. John is active in Troop 75 and Venture Crew 75.  He has served on the Executive board of The Longhorn Council of Boy Scouts of America for over 25 years. He was awarded The Silver Beaver Award (one of the highest awards given to an adult in Scouting) and the Order of the Arrows Founders Award.  He is a Vigil member in the Order of the Arrow.   John and his wife Julie have two sons Jeremy (age 42) and Jeff (age 39). Julie and John live in Weatherford, Texas., 

North Fulton Business Radio, Episode 180: Donna Beatty, Frazier & Deeter, and Bill Neglia, Neglia Insurance Group Tax strategies and advice for small businesses and money-saving alternative individual and group health insurance coverage were the topics on this edition of “North Fulton Business Radio” as Donna Beatty, Frazier & Deeter, and Bill Neglia, Neglia Insurance […] The post Donna Beatty, Frazier & Deeter, and Bill Neglia, Neglia Insurance Group appeared first on Business RadioX ®.

Bill Neglia/Neglia Insurance Group The Neglia Insurance Group is a full-service independent insurance agency that was started in 1983. They specialize in health, life, long term care, disability, dental, vision, and Medicare insurance plans. They work with individuals, families, business owners and their employees to make sure they have the most suitable and cost-effective insurance […] The post Bill Neglia of Neglia Insurance Group, Todd Evans of Pieper O’Brien Herr Architects, and Roop Singh of Intuit Factory appeared first on Business RadioX ®.

In this special episode, TBA Executive Director Joycelyn Stevenson talks to Buck Orrison with TBA Member Insurance Solutions about the new association group health insurance plan.

In this special episode, TBA Executive Director Joycelyn Stevenson talks to Buck Orrison with TBA Member Insurance Solutions about the new association group health insurance plan.

In this special episode, TBA Executive Director Joycelyn Stevenson talks to Buck Orrison with TBA Member Insurance Solutions about the new association group health insurance plan.

A hot topic these days as people work longer. Tune in to see if group insurance is better than Medicare or vice versa.

The Great Investment: Group Insurance by Cornerstone Church Church, Wildomar, CA

What a great interview with Laureen Bennett, Owner of Laureen K Insurance Group. Laureen brings many years of hands-on, property and casualty experience from working as a claims examiner at a national insurance company. Laureen's experience gives her a major competitive advantage to serve her clients as an independent insurance broker. Laureen also provides the same great service to consumers in Virginia, Maryland and the District of Columbia. We hope you enjoy the podcast. Click HERE to visit Laureen K Insurance Group. --- Send in a voice message: https://anchor.fm/321bizdevelopment/message Support this podcast: https://anchor.fm/321bizdevelopment/support

BBDi Group Insurance Podcast by Cary Hall

BBDI - Group Insurance Podcast by Cary Hall

Senator Majority Leader Mitch McConnell announced today there would be no vote on the Graham-Cassidy bill, citing a lack of support amongst the Republican bloc. While there are whispers around Capitol Hill that the bill will be back with revisions and amendments, is repeal and replace officially dead? Where does this leave the future of healthcare reform? Senator Rand Paul (R-Ky.), one of three Republican senators to come out publicly against the bill, wants to create a system of co-op organizations that could cross state lines, and could be built out of existing healthcare infrastructure. Senator Paul joined Steele & Ungar to discuss his vision for healthcare reform, how to address our predicament with North Korea and the future of tax cuts. Jacqueline Klimas, national security reporter for Politico, talks about reporting from Puerto Rico and whether the U.S. government is really doing everything it can to provide aid during this humanitarian crisis.

В этом выпуске: -Категории страховок (group, personal, credit insurance) -Преимущества и недостатки каждой -Как покупать: самому в страховой компании или с независимым брокером -Требования к брокерам/страховому агенту MoneyInside.ca – ваш подкаст о деньгах, экономике и личных финансах. Оставить свои комментарии или задать вопросы вы всегда можете под этим выпуском или в группе "Финансы с Артемом" в Facebook - https://www.facebook.com/groups/CanFinanceInRussian/ Спасибо, что слушаете MoneyInside. Успехов в деньгах!  

В этом выпуске: -Зачем нужно делать страховки -Как определять сколько нужно -Мифы и реальность - будут ли мне платить в случае происшествия? -Банкротство страховой компании -Какие виды страховок бывают (страховки, связанные с людьми, не имуществом): group, personal, credit insurance Assuris - огранизация, которая предоставляет страховку в случае банкротства страховой компании MoneyInside.ca – ваш подкаст о деньгах, экономике и личных финансах. Оставить свои комментарии или задать вопросы вы всегда можете под этим выпуском или в группе "Финансы с Артемом" в Facebook - https://www.facebook.com/groups/CanFinanceInRussian/ Спасибо, что слушаете MoneyInside. Успехов в деньгах!  

Confused about group and individual health insurance, plus all the new Medicare laws, and how it affects your business? On this episode of “On the Money“, host Joe Moss of Embassy National Bank sorts it all out with Keith Nabb of Affordable Medicare Solutions. Keith Nabb/Affordable Medicare Solutions Affordable Medicare Solutions is not your average health […] The post MAKING SENSE OF GROUP HEALTH INSURANCE: Keith Nabb of Affordable Medicare Solutions appeared first on Business RadioX ®.

Host Scott Whatley and Co-Host Red Merrell talk to Brad Haddix, owner of “A Lasting Memory Taxidermy” about in the field prep tips and the services performed at his Taxidermy Shop. Yana Long with Group Insurance Analyst speaks about this important topic: “Do you have your firearms insured properly”? She also provides a variety of... READ MORE