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097 Medicarians – Customer Creation

097 Medicarians – Customer Creation

June 23, 2022 , ,
Medicarians Podcast Special Episode 2 of 3

We recently attended the first Medicarian conference in Las Vegas. Jay Weintraub took the top Medicare Supplement conference and broadened it to include innovation. Innovation across the entire senior healthcare space. We interviewed a number of leaders on the event floor and pulled the recordings into three podcasts. Today, in part 2 of 3, we’ll explore innovation in customer creation. Recent regulations released by the CMS, privacy changes on social media platforms, and iOS changes have radically reshaped how we find, engage, and connect with seniors.

CoverRight
Richard Chan
CEO at CoverRight
Big idea: Important to engage senior consumers at the start of their shopping experience, not just at point of purchase.

AcquireCrowd
Thomas Cutting
CEO
Big idea: Effectively converting leads requires a deeper understanding of how to activate each opportunity based on individual demographic data.

Verisk Marketing Solutions – Jornaya
Jeff Piotrowski
Market Leader, Insurance
Big idea: Not only do we need to be compliant, but we also need to understand who the lead actually is and what happens after they turn into a client.

EasyHealth
Greg Salwitz
Chief Product Officer
Big idea: It’s time to move from a transactional to a relationship-based, member-centric model in the Med Supp market for better retention and satisfaction.

BrokerCalls
Joe Marino
Big idea: CMS compliance will dominate AEP lead generation this year. Seniors getting more tech-savvy.

Inspire Health Tech
Mark Seghers
CEO & Founder
Big idea: Seniors need a lot of help navigating a bewildering variety of health plans

eQuoto
Danny Greeson
Founder at eQuoto
Daryl Goldstein
VP, Sales And Business Development
Big idea: Don’t waste agent time working with or speaking with low-intent leads.

Regal Voice
Katie Aprile
Account Executive at Regal Voice
Big idea: Agents should consider using a voice platform designed for B-C during this AEP season.

RGI Solutions
Bob Donnellan
VP of Sales & Marketing at RGI Solutions
Big idea: Take the risk out of AEP this year by working with a performance-based marketing agency.

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

 Listen

Show Sponsors

Nassau Financial Group Logo
Symetra Logo

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber097 Medicarians – Customer Creation
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096 Medicarians – Future of Distribution

096 Medicarians – Future of Distribution

June 16, 2022 , ,
Neeraja Rasmussen

We recently attended the first Medicarian conference in Las Vegas. Jay Weintraub took the top Medicare Supplement conference and broadened it to include innovation. Innovation across the entire senior healthcare space. We interviewed a number of leaders on the event floor and pulled the recordings into three podcasts. Today, in part 1 of 3, we’ll explore innovation in distribution. People want people to help them navigate this complex topic. However, the tools, the processes, and the outcomes are changing quickly.

HealthIQ
Gaurav Suri
President & Chief Business Officer
Big idea: Consumers need very sophisticated help navigating all the plans to find that one is best for them.

ABM Insurance 
Mike Alexander
Principal, ABM Insurance
Big idea: Digital helps you touch your customer more frequently, but you need to see them in person to connect.

Viewpoint Ventures
Drew Aldrich
Managing Partners
Big idea: Humans will remain central to insurance sales, but wholesaling will go digital.

Joe Jordan
Big idea: Biggest problem humans face is the aging of the population – paying for healthcare is a critical issue for this group.

Insurance Toolkits
Joe Wahl
Co-Founder
Big idea: Software should help agents present Medicare products confidently and not rely on calling their upline for guidance.

CSG Actuarial  
Brien Welch
Sales Director at CSG Actuarial, LLC
Omaha, Nebraska, United States
Big idea: Take all development direction from the agent users and you will build a business.

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

 Listen

Show Sponsors

Nassau Financial Group Logo
Symetra Logo

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber096 Medicarians – Future of Distribution
read more
095 Better Serving Families in Need With Justin O’Keefe

095 Better Serving Families in Need With Justin O’Keefe

June 9, 2022 , , , , , ,
Neeraja Rasmussen

In this episode, we welcome Justin O’Keefe, CEO & Founder, MAPP – The Memorial Asset Protection Plan. Through hands-on and intentional planning, Memorial Asset Protection Plan helps transition assets from one generation to the next after the loss of a loved one. Money lives and it will go somewhere. Where it’s going to go is the big question. MAPP helps answer that question and more.

Listen to gain insights into building meaningful relationships, the importance of a trusted network, and the power of sharing a home-cooked meal.

Learn more about MAPP: https://www.mappnetwork.com
Connect with Justin O’Keefe: https://www.linkedin.com/in/justin-o-keefe-clu-chfc-cap-lfd-88560177/

Learn more about Nassau Re/Imagine: www.imagine.nfg.com
Connect with us: https://www.linkedin.com/showcase/nassau-reimagine
https://www.tiktok.com/@nassaureimagine
https://www.instagram.com/nsre_imagine

 Listen

Show Sponsors

Nassau Financial Group Logo
Symetra Logo

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber095 Better Serving Families in Need With Justin O’Keefe
read more
094 Leading Corporate Innovation Post Pandemic with Paul Bailo

094 Leading Corporate Innovation Post Pandemic with Paul Bailo

June 2, 2022 , , , , , ,
Neeraja Rasmussen

Innovation is key to the survival of humankind. The ability to adapt and change. So why is it that most humans fear change?

In this episode, we welcome Paul Bailo, Chief Executive Officer of PIP Consulting Group by day, professor by night, author, and social entrepreneur. Join us as we discuss creativity, innovation, corporate culture, and navigating the importance of the creators, maintainers, and why the world needs everyone. 

It takes significant energy to turn ideas into action – are you ready?

Learn more about PIP Consulting Group: https://pipconsultinggroup.com

Connect with Paul Bailo: https://www.linkedin.com/in/paulbailo/ 

Learn more about Nassau Re/Imagine: www.imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine
https://www.tiktok.com/@nassaureimagine
https://www.instagram.com/nsre_imagine

 Listen

Show Sponsors

Nassau Financial Group Logo
Symetra Logo

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber094 Leading Corporate Innovation Post Pandemic with Paul Bailo
read more

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