Big Benefits for Small Business w/ Ty Wang
Benefits Influencer
by Dennis Carlson
7M ago
Dennis chats with Ty Wang, Co-Founder & CEO of Angle Health. Angle Health wants to make health benefits more accessible by connecting vendors that handle different services like telehealth and health savings accounts on a single platform. That way, employers of all sizes can offer a similar stack to the benefits you’d expect from a Fortune 500, but tailored for small to medium-sized businesses. Ty Wang is the Co-Founder and CEO of Angle Health, the digital-first, fully-licensed health insurance platform. Before founding Angle Health in 2019, Ty was at Palantir, where he met his co-founder ..read more
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Winning New Business in a Micro-Niche w/ Charles Specht
Benefits Influencer
by Dennis Carlson
9M ago
This episode originally aired in January 2020 Charles Specht from The Permission Group shares how Benefits Brokers who target a micro niche can grow a massive book of business and better serve their clients. Connect with Charles at charles@permissiongroup.com ..read more
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Discover Your Secret Sauce w/ Becky Patel
Benefits Influencer
by Dennis Carlson
10M ago
This episode orginally aired in March 2022. Ned Schaut talks with Becky Patel, CEO at Amwins Connect, about mentorship. Becky has over 35 years of experience in this business and shares the importance of both having a mentor and being a mentor. During the conversation they focus on the need to be authentic and know your secret sauce in the business ..read more
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Benefits Communication Strategies to Drive Value w/ Chesley Gaddis
Benefits Influencer
by Dennis Carlson
10M ago
This episode orginally aired in July 2020. Dennis and Chesley discuss ways to make employee benefits communication meaningful, relevant and timely in order to drive value for employers and employees. Connect with Chesley: chesley.gaddis@intrepid7.com http://intrepid7.com ..read more
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Executive Benefits: A Tool to Attract & Retain w/ Rachel Rutherford
Benefits Influencer
by Dennis Carlson
11M ago
Dennis chats with Rachel Rutherford of ArmadaCare about Executive Benefits and how to position Executive Medical reimbursement to attract and retain top talent. Find Rachel on LinkedIn: https://www.linkedin.com/in/rachelgann/ Reach out at rrutherford@aramadacare.com visit https://armadacare.com/ for more info ..read more
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Leveraging Social Media for Sales w/ Spencer Smith, CSFS
Benefits Influencer
by Dennis Carlson / Agency Leverage
1y ago
Dennis chats with Spencer Smith about how benefits advisors can leverage social media to grow their pipeline and increase sales. Find Spencer on LinkedIn: https://www.linkedin.com/in/spencer-smith-self-funded/ Check out Spencer's podcast here: https://spencerharlansmith.com/ YouTube: https://www.youtube.com/c/SpencerSmithSelfFunded For more info on Plansight visit: https://www.plansight.com/         ..read more
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Winning with Ancillary: 3 Strategies for Benefits Advisors w/ Kevin Curran
Benefits Influencer
by Dennis Carlson
1y ago
Dennis chats with Kevin Curran, Founding Partner of Salt Margin a Baldwin Risk Company. Listen in as they discuss ways Benefits Brokers can win with a too often overlooked part of the benefits package, ancillary. Kevin outlines three ways brokers and advisors can get started with becoming true consultants on ancillary, just like they already are on medical insurance. Kevin uncovers some key group life and disability policy provisions that every advisor should be aware of. -- for more content for Benefits Brokers and Advisors visit: benefitsinfluencer.com  ..read more
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Positioning Disability Insurance: Strategies for Benefits Brokers w/ Chris Carlson
Benefits Influencer
by Dennis Carlson
1y ago
Dennis chats with The D.I. Coach, Chris Carlson about how benefits brokers and advisors can better position (or start positioning for the first time) disability insurance with their clients. Chris began his insurance career as a Brokerage Consultant with Provident Life and Accident in 1984.  After working with Provident as a Consultant, District Manager and Branch Manager, he formed his own independent Disability Insurance Marketing Organization in 1995.   Chris's organization eventually became the D.I. sales office for Ascensus Insurance Services. When Ascensus was purchased by BISY ..read more
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Executive Benefits: Solutions for What Keeps Owners Up at Night w/ Helen Ornellas
Benefits Influencer
by Dennis Carlson
1y ago
Dennis chats with Executive Benefits expert, Helen Ornellas.  Helen is the President and Founder of Ornellas & Associates Insurance Services. Based in California, Helen Ornellas specializes in Executive Benefits using Life Insurance, Disability, and Long Term Care to provide solutions. With over 25 years of experience in the insurance industry, Helen represents many different insurance companies offering a wide variety of coverage options and price points. Her goal is to take the confusion and uncertainty out of buying Life Insurance, Long Term Care, and Medicare, and help you make se ..read more
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The Hidden Cost of Bad Benefits Data w/ Shannon Goggin
Benefits Influencer
by Dennis Carlson
1y ago
Dennis chats with Noyo CEO and Co-Founder, Shannon Goggin. Listen as they discuss how poor data quality prevents the benefits industry from delivering the modern experiences today’s consumers want. Addressing these challenges at the carrier and ben-admin level with clean, always updated enrollment data lets HR professionals and brokers truly remove friction for members — while paving the way for frictionless benefits that are easy to understand and easy to use. Shannon Goggin is the CEO and co-founder of Noyo. Before starting Noyo, she was a product manager, building benefits software that sho ..read more
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