David Saltzman and Jennifer Berman discuss the recent Supreme Court decision to overturn the 40-year Chevron Deferment precedent and its implications for advisors and their clients.
In this episode of the ShiftShapers Podcast, host David Saltzman chats with Ashley Reid, founder and CEO of Wellist, to explore how companies can better connect employees to vital health and wellbeing resources.
In this episode of the ShiftShapers podcast, host David Saltzman welcomes Stephen Sokoler, founder and CEO of Journey, to discuss the importance of mental health care in the workplace.
We're joined by Daniel Cobb, Vice President of Sales and Strategy at Strategic Benefit Resources, to discuss the evolving landscape of stop-loss self-funding and the tech and data solutions supporting it.
In this episode of the ShiftShapers podcast, host David Saltzman welcomes Steven Amiel, CMO at NextGen Benefits, to explore why marketing has become more challenging, costly and less effective in terms of ROI than ever before.
This episode of the ShiftShapers Podcast features a discussion with David Mordo, Senior Compliance Officer at MZQ Consulting, focusing on essential legislative and regulatory knowledge advisors need to possess, especially pertaining to offering health benefit packages.
In this episode of ShiftShapers, host David Saltzman invites David Mordo, Senior Compliance Officer at MZQ Consulting, to discuss the intricacies of prescription…
We discuss fiduciary responsibility in health care as Ryckis tell us the story of his personal evolution. His narrative unveils the hurdles and triumphs encountered when transitioning from a commission-driven approach to fee-based consulting.