Ep #70: Voluntary Benefits, Part 2: The Large Group Market – With Frank Doherty and Brian Jund

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On this second part of our look at the voluntary benefits, we invited Frank Doherty and Brian Jund, Co-founders of National Benefit Partners, to the ShiftShapers podcast to discuss their particular area of specialization – the large group market.

Join us to discover how the large groups have used voluntary benefits in the past and how new benefits are coming to market. We also explore how PPACA has accelerated the interest in voluntary products as a key part of an employer’s overall benefit strategy.

Frank and Brian discuss some of the innovative, non-traditional, solution-based offerings in the VB space that have come to the forefront in the recent years. We also explore the hurdles consultants have to overcome when having effective conversations with clients and prospects and the key role technology plays in the implementation process.

Don’t miss this in-depth look at the similarities as well as the key differences in voluntary benefits offerings, technology and marketing in the large group segment.

What You’ll Learn From This Episode:

  • The large group voluntary benefit offerings of the past.
  • Whether the large employers have been at the forefront of voluntary benefits.
  • How PPACA has impacted the interest in voluntary benefits.
  • Some of the newer, innovative benefits being offered.
  • The role of technology in successful large group voluntary sales and implementations.
  • Whether the large group compensation is structured differently than small group.

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Ep #69: Voluntary Benefits, Part 1: The Small And Mid Market – With Matt Boeshore and Gail Stark

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For many advisors, voluntary benefits have gone from being a specialty area to being an integral part of their everyday businesses. Others are finding VB something they want to become a key part of their business. On this first of our two-part series on voluntary benefits, we invited Matt Boeshore and Gail Stark of eVolve Marketplace to talk about this exciting benefits area, specifically for small to mid-size markets.

Matt and Gail discuss what the voluntary benefits marketplace looked like just a few years ago and how it has evolved in the recent years. We discuss the key role of technology and what benefits advisors need to know to be able to have that VB conversation with employers. We also explore some of the newer, more uncommon benefits being offered and discuss the impact PPACA has had this fast-growing area.

Next week, we will look at the similarities and the key differences in offerings, technology and marketing in the large group segment.

What You’ll Learn From This Episode:

  • How voluntary benefits have changed in recent years.
  • How PPACA has changed advisor’s perspective on voluntary benefits.
  • Some of the newer additions to the voluntary benefits offerings.
  • What advisors need to know to have that first voluntary benefit conversation with a prospect or client.
  • The role of technology plays and whether it is a differentiator or just table stakes.

Featured On The Show:

Listen To The Full Interview:

This Episode is Sponsored by:

ProtectPlans250pw

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