Ep #5: Education Reflects the Times – What’s New at The American College – With Tony Boquet

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Today, we welcome  Tony Boquet, vice president of the American College. We begin our wide-ranging interview with a discussion of the Penn Mutual Center for Veteran Affairs. The Center is a scholarship-based program which helps veterans returning from different conflicts around the world to get the education they need to build careers in the financial services industry.

We also discuss new programs and designations on both the life and the benefits side of the business, including some specially targeted to new areas of concentration. We also learn how the college is also keeping up with the times with new state-of-the-art audio and video production facilities, new ways to access content, and more.

In an ever-more complex marketplace, education may be more important than ever. For more than 87 years, The American College has provided a variety of educational tracks geared to benefits and financial services professionals. As a former producer himself, Tony’s perspective and enthusiasm for the forward direction of the college makes for a great and engaging interview. Don’t miss this one!

What You’ll Learn From This Episode:

  • The success stories of two Veterans Program graduates who recently received their master’s degrees.
  • The reasons why the American College and financial services education is more relevant today than ever.
  • All about the new Income Retirement Course and what it entails.
  • The background and details about the new Special Needs designation.
  • How RHU and REBC have morphed into a new designation that reflects the post-PPACA world.
  • The new technology and innovations the College embraced to provide a top-notch education to their clients.

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Ep #4: Using LinkedIn to Generate Warm Referred Leads with Mel Schlesinger

ShiftShapersCoverArt On today’s episode, we are speaking with Mel Schlesinger, the creator of the LinkedIn Lead System. For many years he has been known as a leader in the health insurance industry and served as the president of the National Association of Health Underwriters. After years of researching and using different types of marketing, Mel has discovered a way of creating an unlimited source of fresh leads. Listen in to find out how you can skip making those dreaded cold calls and tap into this amazing resource by using Mel’s LinkedIn marketing. Don’t miss this insightful episode!

What You’ll Learn From This Episode:

  • Why LinkedIn is a better tool for marketing than cold calling.
  • How you can use LinkedIn as the ultimate lead generation tool.
  • The reasons why LinkedIn is a great referral machine.
  • How Mel’s program differs from other workshops and what skills you can walk away with after completing it.
  • The types of services available from LinkedIn Lead System.

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Ep #3: The New Private Exchange with Rick Bailey and Amanda Hohenberry of Inrollit

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On today’s episode, we are speaking with Rick Bailey and Amanda Hohenberry of Inrollit. Inrollit is a modern health insurance company that was built on the foundation of a much older model. Rick was asked by Georgia Governor Nathan Deal to be a part of his exchange advisory committee.

What Rick discovered caused him to shift the shape of his entire business. We’ll hear from the folks at Inrollit on how they are breaking down the barriers to customer understanding with their new platform. Don’t miss it!

What You’ll Learn From This Episode:

  • Why it’s so easy, as benefit advisers, to forget what it’s like to be the individual consumer.
  • How the internet is the most powerful free marketing tool at your disposal.
  • Why it’s ultimately about creating an environment that is comfortable for the end user and the broker.
  • How they have broken down the new laws for everyday people to understand.
  • Who the market is for the private exchange and where they see it going in the future.

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Ep #2: The Future of Value-Based Health Care with Alan Katz

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On today’s episode, we are welcoming Alan Katz of SeeChange Health  to the show. Alan his colleagues at SeeChange Health have been finding great success with a different model and mindset than many of our listeners may be used to
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SeeChange Health was founded in 2008, and since then, they have cultivated and refined a model called “Value-Based Benefit Design”. Today, we are going to be talking about the evolution of the company, and the future of this exciting construct. Don’t miss it!

What You’ll Learn From This Episode:

  • How and Why SeeChange Health was founded.
  • How they provide financial rewards to people who take actions to improve their health.
  • Why traditional health insurance isn’t really health insurance at all; it’s sick insurance.
  • What plans they have for expansion into different states.
  • How Alan sees incentive-based platforms fitting into the landscape moving forward.

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Ep #1: Bending the Trend of Health Care with Mark Gaunya

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Today, I am very pleased to welcome Mark Gaunya of Borislow insurance onto the very first episode of The ShiftShapers Podcast. Mark and I are longtime friends, and his ability to bend the trend of health care and adjust to the current of his business is unparalleled
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When Mark joined Borislow Insurance nine years ago, he was really able to help them revolutionize the way that they were doing business. Mark is joining us to share some of his valuable insight on how they have been able to adjust to the changing landscape of health care over the past several years. Don’t miss it!

What You’ll Learn From This Episode:

  • How Mark became involved with Borislow Insurance.
  • How they cultivated an atmosphere of health and wellness, and how it influenced their client relationships.
  • The structural changes that they were able to make within the organization and how that impacted the future of their business.
  • Relationships are the currency that we trade, and they can make or break our businesses.
  • How Mark and his team have adjusted to Massachusetts health care reform laws.

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