We all know that spreadsheeting employee benefits is the worst, and in this video I go over the 5 main reasons why.
Sharing my thoughts of how rewarding it is working for a startup, and how it differs from being a part of major, established corporations. This world is not for everyone, but perhaps it's right for you?
In this video I share my 3 most embarrassing stories from my career so far, as a sales rep.
In this video, I lay out what I believe "Last Look" should mean in insurance negotiations
In this video I share my 5 tips to ensure a high quality Zoom
What are the Pros and Cons of a Sales Career? In this video I go over the 5 biggest pros and cons of a career in sales. It is not all sunshine and rainbows, but if the downsides don't bother you, then a career in sales can be incredibly rewarding…
Should you get Certified Self Funding Specialist designation? In this video I cover the 5 reasons I think you should! https://www.hcaa.org/page/CSFS
In this video, I share a pivotal moment in my father's life, which perfectly illustrates how to overcome a monumental setback. It was a great lesson for me to see my Dad have to start over, and then build back 10x better. More often than not, when you reach the…
One of the best negotiation tactics to employ when negotiating is to look to "Expand the Pie". This has nothing to do with actual pie, and everything to do with seeking creative ways to resolve a negotiation so that it ends up in a win-win.
You are not yet the finished product, and it is important to periodically look back to take stock of how far you've come. I take an embarrassing look back at 18-year old me and laughed at the earrings and bleached hair, but it's helpful to really see the progress! P.S.…
Unless your stop loss quote is firm, it's just a piece of paper with numbers on it. In this video, I walk you through what data to get, and where to get it, so you can firm your stop loss quote.
With Lasers 2.0, we take a deeper dive into the types of Stop Loss Lasers, examples of each, and then how to counteract them.
As a broker when is it your responsibility to file for stop loss reimbursement? Watch to learn more.
What happens to premium when you load agency commissions into Stop Loss? You may be surprised that it is not as straightforward as you think!
In this video I describe what an MGU is for stop loss, and how they differ from a Direct Writer
A deeper dive into the Aggregate Corridor, focusing on how you could lower the Attachment Point and questions around the default $1M Annual Agg Max.
Introducing the IBNR and/or Triangle Report to help self-funded employers more accurately project future claims liabilities.
The final installment of the 15.X Trilogy, where we look at the pros and cons of marketing stop loss yourself as a broker/consultant.
Today's video focuses on using the TPA as your channel partner to market stop loss, and raising awareness of a potential downside that could negate the possible upsides of this channel...
Episode 15 is broken into 3 parts, focusing on the 3 most common marketing channels for stop loss historically. Part 1 introduces a G.A., along with the pros and cons of this distribution channel.
Plan ahead with your stop loss RFP Timeline and have substantially better outcomes!
Why are you getting a big stop loss renewal and what can you do about it?!
Bringing it back to the basics with an analysis of the pros and cons of being Fully-Insured vs. being Self-Funded.
An explanation of the differences between having a Bundled self-funded plan, vs. Un-Bundling the moving parts.
