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We talk with employers, benefits advisors, technology innovators, and other experts in wellness, human resources, and healthcare."Healthcare on the Rocks" is a production of Springbuk. Imagine a world where every healthcare decision is backed and guided by data. Springbuk is the health data analytics solution that equips you with the insights and expertise you need to sharpen your benefits strategy, advance employee health, and contain costs. Unlike legacy data warehouses, we simplify data-d ...
 
Tune in for thought-provoking conversations with smart, creative thinkers in the fields of benefits, economics, government, demography and more. This show is brought to you by the American Benefits Council, a Washington D.C. trade association that advocates for employers, connecting public policy and private-sector solutions to shape employee benefits for the evolving global workforce.
 
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Benefits Influencer

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Benefits Influencer

Ned Schaut / Agency Leverage

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Benefits Influencer highlights the strategists, thought leaders, and operatives who are impacting, innovating, and elevating the Employee Benefits and HR industry. Hosted by benefits industry veteran, entrepreneur, and President of Agency Leverage, Ned Schaut. Each episode delivers actionable insights, tactics and new innovations from employee benefits brokers, benefits advisors, HR professionals, insurance company executives, tech companies and others in the Employee Benefits and Human Reso ...
 
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Here in the middle of the “Great Resignation,” wellness programs play a huge role in attracting and retaining top employees. Courtney Schroeder, Well-being Strategy Consultant at WellRight, says the top question used to be “What is my bonus structure?” Now there’s been a shift back to “What is the culture?” Standards are higher for perks and benefi…
 
Ned talks with BenTech leader David Bryant. David shares how he and his small team utilized technology to quickly grow his benefits agency. David built many of the tech tools he needed and eventually started MonarkHQ to make these tools available to other benefits brokers. ---------------------------------------------- Hunter! Is the Automated Sale…
 
Ned Schaut takes a minute to reflect on the past year as new host of Benefits Influencer. The number one question he gets is, “how do I find more leads?” As a benefits broker and marketing agency owner, Ned shares personal insight on how to continue building a book of business once you have reached a level of success. ------------------------------…
 
In today’s dynamic labor market, it often takes more than a competitive salary and a solid medical plan to attract and retain the best employees. U-Haul, one of the Healthiest 100 employers in the United States, understands that better than most companies. Monique Harty, U-Haul’s Wellness Program Manager, explains that the 76-year-old do-it-yoursel…
 
In this episode, Dawn McFarland, the VP of Legislation on the board of the California Association of Health Underwriters, and Faith Borges, the Lobbyist for CAHU, join Ned Schaut to give a legislative update for California and Nationally. We discuss what is happening in the market and what to pay attention to over the coming months. We also dive in…
 
In today’s tight labor market, employers are struggling to identify the unique value proposition that they can offer to prospective employees as well as to retain current staff. For example, the importance of - and desire for - family benefits and mental health have risen dramatically over recent years. Another set of hot-button questions for HR le…
 
In this episode, we talk with Jason Nordby, who is a senior account executive and partner at M3 Insurance, specializing in employee benefits and coordinating ongoing service for clients to ensure that their coverage meets their needs. Jason is also M3’s director of employee benefits captive practice. In this role, he serves as a subject matter expe…
 
In “Healthcare on the Rocks - Employee Benefits with a Twist,” we talk with employers, benefits advisors, technology innovators, and other experts in wellness, human resources, and healthcare. Our first guest is Scott McGohan, CEO of McGohan Brabender, one of the largest independent health insurance brokers in the Midwest with offices in Dayton, Co…
 
Ned sits down with Mike Zarrillo, Chief Revenue Officer of Brella to dig into insurance technology and innovation. They discuss opportunities to utilize cutting edge technology, not only for ease of use, but to provide a better user experience as well. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benef…
 
Brad Davis returns for his third time on the show to share more secrets of successful brokers. Connect with Brad at linkedin.com/in/braddavisremade and learn more about California Association of Health Underwriters at cahu.org/home. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to a…
 
This episode is the final installment of our three-part series on a new special financial assistance program created by the American Rescue Plan Act of 2021 for troubled multiemployer plans and the interim guidance issued by the Pension Benefit Guaranty Corporation regarding the program. Be sure to listen as Rob Projansky and Justin Alex cover the …
 
Ned and Scott discuss ideas from his book, The Whole Person Workplace. In Scott's journey of writing the book he discovered that employers who focus on putting the HUMAN back into HUMAN RESOURCES find growth and stability they may not have known were there. Learn more at scottbehson.com. ---------------------------------------------- Hunter! Is the…
 
This episode of The Proskauer Benefits Brief is the second of our three-part series analyzing the Pension Benefit Guaranty Corporation (PBGC) guidance on the new special financial assistance program for troubled multiemployer pension plans that was created by the American Rescue Plan Act (ARPA). Tune in as Rob Projansky and Justin Alex dig into mor…
 
Ned welcomes Tom Avery, Founder, President, CEO at Innovative Broker Services and Founder, CEO at Signal Sync. Tom shares how brokers can innovate their process to provide each client a personalized experience and customizable options. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go t…
 
This episode of The Proskauer Benefits Brief is the first of our three-part series analyzing the Pension Benefit Guaranty Corporation (PBGC) guidance on the new special financial assistance program for troubled multiemployer pension plans that was created by the American Rescue Plan Act (ARPA). In this initial episode, partner Rob Projansky and sen…
 
Ned talks with Rene Zamora, President at Sales Manager Now & Author of Part-Time Sales Management. They discuss the pros, and not so many cons, of utilizing a part-time person instead of hiring full-time for this role. Learn more about Rene, his company, and services at salesmanagernow.com and find his book on Amazon. ------------------------------…
 
Ned talks with Geoff Woods, Co-Founder & President at ProduKtive, VP at The ONE Thing, and host of The One Thing podcast. They discuss maximizing time management and productivity with extraordinary results. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline…
 
Ned talks with Shawn Blofsky, Owner & Broker/Consultant at EVO Insurance Services, Inc. about buying his first book of business. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.…
 
Ned talks with Eddie Murphy & Philip Cannon, founders of Evolved Benefits about solutions for specific niches to help brokers provide the best offerings for their clients. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you…
 
Ned talks with Thomas Blackwell, inspirational speaker, author, and peak performing coach about many of the ideas from his book, The Liberty Of Our Language Revealed – We Bring About What We Talk About. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to …
 
Ned talks with Rachel Rouleau, VP, Compliance at Heath-E Commerce, the parent brand of FSAstore.com, HSAstore.com, and more as she breaks down health savings accounts and flexible spending accounts. Rachel shares just how advantageous these can be for both employees and employers. ---------------------------------------------- Hunter! Is the Automa…
 
Ned talks with Gary Ashley, Executive Vice President at Allied National, about building and sustaining a lasting company before digging into the nuts and bolts of level funded health plans. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunte…
 
Ned and Brandon discuss the strategies he used to gain success in growing his agency. Brandon shares the power of focusing on a niche and becoming a true expert in a particular field. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work for you.…
 
Ned and Dr. Frumi became fast friends in 2020 over their shared love of the book Big Five for Life by John Strelecky. In this episode Ned and Frumi share the work they did together over the past year to prepare Ned's employee benefits agency to scale. This is a powerful conversation. ---------------------------------------------- Hunter! Is the Aut…
 
Over the past year, the American workforce has undergone a forced evolution, with work environments and habits thrown into chaos. But even before the pandemic, human resources strategy had shown signs of strain under a rigid definition of "productivity." In this episode, host Jason Hammersla speaks to internationally respected HR consultant Richard…
 
Ned and Christine discuss her unique story of transitioning from 20+ years on the broker side of employee benefits to becoming an attorney. Christine shares insight on how brokers should establish partnerships to fill in the gaps of their expertise. It is important for brokers to understand their role and not put themselves or their clients in a je…
 
In his return to the show, Brad shares valuable insights to consider when weighing options for future business decisions. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work for you.Agency Leverage / Hurricane Brain Productions
 
With so many products available for businesses to promote a healthy lifestyle to their employees, how does one decipher what will be best for their team? Ned and Lara discuss how to know which tools will work and which ones will not, along with what a broker should look for when implementing one of the healthy worksite benefits. -------------------…
 
Ned digs into the process Raul and Lauren recently went through as they took the leap to leave the big corporation and start their own Employee Benefits Agency. Many of us have the grand idea that we would like to do it our way, we see a hole in the marketplace and want to fill it, but we don't know how to take the leap. Raul and Lauren share the u…
 
Ned and Jeff discuss the process of having discernment when you make decisions. Jeff has years of experience in business and has created an incredible book called Discernment. Ned and Jeff dig into the meat of the content. Connect with Jeff: Jeff@dudan.me linkedin.com/in/jeffdudan/ More about Benefits Influencer: Facebook: @agencyleverage agencylev…
 
In this episode of the Proskauer Benefits Brief, partner Robert Projansky and special guest Garrett Fenton, senior attorney at Microsoft Corporation, discuss cyber theft of 401(k) plan accounts. Tune in as we discuss why 401(k) plans are vulnerable to cyber security breaches, what kinds of cyber security frauds we are seeing in 401(k) plans, evolvi…
 
Ned and Joe discuss an approach that many agency's talk about but don't actually deliver on the back end. Joe has created a culture of service and advisors. He shares some of the ways his agency under promises and over delivers to create long term happy clients. Connect with Joe: jdelucchi@mycalteam.com linkedin.com/in/joedelucchi/ More about Benef…
 
Ned and the founders of PTO Genius, Adam and Uli discuss the often overlooked employee benefit - Vacation - and how employers can get more value out of a benefit they are already offering. This is a powerful conversation as many employees are burned out and tired, yet they have a benefit that can allow them to find joy and rest...they just need to …
 
Ned and Nathan discuss the power of leading your organization from the stance of who you are. Many lead by what they do, or why they do it; but there is great power in leading from who you are. We discuss the incredible opportunity one has to build their personal brand or agency from the Core of Who they are. Connect with Nathan: linkedin.com/in/na…
 
With the nation in the throes of a lame-duck congressional session and slow-motion presidential transition, the judiciary is the only branch of the federal government that is working smoothly at the moment, even in the wake of seismic change in the U.S. Supreme Court’s personnel. And, as it happens, employee benefits policy hangs in the balance. On…
 
Ned welcomes Darius Mirshahzadeh, Founder of The Real Darius, as they discuss the impact a company's core values have on both customers and employees. Connect with Darius: darius@therealdarius.com therealdarius.com More about Benefits Influencer: Facebook: @agencyleverage agencyleverage.com ----------------------------------------------------------…
 
Ned and Scott talk about the value and importance of building an agency around transparency. This industry can be complicated and convoluted. Scott shares his inside secrets on how he has built a culture of transparency in his agency. Connect with Scott: linkedin.com/in/scott-kelleyAgency Leverage / Hurricane Brain Productions
 
In this episode, Dennis Carlson welcomes new host, Ned Schaut as they discuss this transition with the podcast and what lies ahead for Agency Leverage. Facebook: @agencyleverage agencyleverage.com More about Ned: linkedin.com/in/nedschaut rebelandcreate.comAgency Leverage / Hurricane Brain Productions
 
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/ ------------------------------------------------------------------ Hunter! Is the Automated Sales Assistant for Benefits…
 
Dennis and Chris talk about how benefits advisors can help employers transition to work from home by meeting employees where they are. They also discuss how an employer can create a marketing strategy for their benefits program to engage employees. Connect with Chris: https://www.linkedin.com/in/chris-wolpert/ https://gbsbenefitsgroup.com/ --------…
 
Dennis talks candidly with Ned Schaut, President of Eureka Insurance Solutions, about how to embrace the lifestyle you want as an Employee Benefits Broker and how this career allows you to pursue your passions and side-hustles. They also discuss Ned’s Rebel & Create project for men who want to be more engaged and fulfilled as fathers. Connect with …
 
Dennis chats with Jessica Du Bois from Business Benefits Group. They discuss how benefits agencies can propel growth with marketing and how to get started. Connect with Jessica: https://www.linkedin.com/in/jesdubois/ https://jessicadubois.co/ https://www.instagram.com/jesdubois/ ----------------------------------------------------------------------…
 
Dennis chats with David Reid, CEO of Ease, about how benefits brokers and their clients are dealing with increasing premiums by utilizing technology. They dive into Ease’s recent 2020 SMB Benefits & Employee Insights Report and discuss how increasing choice and engagement is imperative in this market. Connect with Ease: ease.com Find the 2020 SMB B…
 
Dennis chats with Colin Royster from Integrum Advisors about how employers in a niche like the auto industry can use a Candidate Persona to attract the best employees. Connect with Colin: croyster@integrumadvisors.com This episode is sponsored by ArmadaCare – Want to exceed your client’s expectations? Check out the Broker Playbook at https://armada…
 
Dennis chats with Scott Smith, President and CEO of TRUE Network Advisors. They discuss how TRUE Network Advisors creates amazing experiences for brokers using: Experience, Kindness, and Live Events. Scott also shares how an informal eight agency “study group” became a diverse 39 member agency growth and development company. Connect with Scott: sco…
 
For a number of ERISA, tax and other regulatory reasons, it may be desirable for the manager or sponsor of an investment fund or other structure to utilize what is often referred to as a plan asset "hard-wired" conduit feeder. Tune in to this podcast as partner Ira Bogner and senior counsel Adam Scoll discuss more about these structures, and the ad…
 
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