Episode 100 - Benefits in the Round

The Self-Funded with Spencer Podcast is pleased to announced the release of its 100th Episode! For this episode we sought to push the production envelope as far as possible, having on 3 guests in roundtable fashion, with 5 cameras, and over 90 minutes of insights from the brightest minds in benefits - Seth Denson , Chris Hamilton , and Dennis Fowler . More details are below!

LINKS TO WATCH/LISTEN

• APPLE PODCASTS
• SPOTIFY
• YOUTUBE

EPISODE SUMMARY:

With a wide variety of opinions from their extensive experience in insurance and benefits companies, Spencer, Dennis, Seth and Chris explore major trends in the industry like vertical integration into the provider space, understanding workplace spending habits, and navigating the employee lifecycle in a more efficient manner.

Seth Denson is Head of Employee Benefits for Acrisure , and this is his 3rd appearance on the podcast.

Chris Hamilton is the Employee Benefits Practice Leader at Hotchkiss Insurance , and this is his record 4th appearance on the podcast.

Dennis Fowler is the Employee Benefits Practice Leader for The Baldwin Group in their Dallas office, and he was the first ever guest on the podcast.

From this, they form a discussion on how to unbundle and re-bundle products seamlessly and provide doctor access through direct primary virtual care.

The guests offer insight on things like:

• Being a broker vs consultant
• The value of finding a mentor
• Financial literacy in the population
• Preparing a new generation for the future of benefits.

They explain that companies are competing for talent and need to educate employees through financial literacy as well as insights from a mentor.

Lastly, they discuss the need to make healthcare efficient, how to create a more prudent healthcare buyer at scale, the benefits of a self-insured plan and its application, and the importance of taking time to celebrate milestones.

Join Spencer and his guests for an engaging and informative episode about the benefits industry and its changes.

Topics with Timestamps:

[00:00:0] Intro

[00:03:50 ] Emergence of Three Trends in the Benefits Industry

[00:07:03 ] Managing the Employee Lifecycle in a Post-Pandemic Workplace

[00:09:40 ] Unbundling and Re-Bundling Healthcare

[00:12:30 ] Making Accessible Health Care for People in Unique Occupations.

[00:15:55 ] The Need to Restructure the Healthcare System

[00:18:34 ] The Benefits of Human Connections in Decision-Making

[00:21:09 ] Generational Shift in Training

[00:24:07 ] Establishing a Foundation for Educational Success

[00:27:56 ] Competing for Talent: Education and Financial Literacy

[00:30:50 ] The Benefits of Consulting vs Selling Insurance

[00:35:32 ] The Role of Fee-Based Advisory Firms in the Future

[00:39:08 ] Navigating the On and Off Ramps of the Superhighway

[00:44:29 ] Being the Expert vs Bringing In an Expert

[00:48:00 ] Finding a Mentor for Success

[00:53:08 ] Audience Questions - Best Client Case Study

[00:57:15 ] Most Rewarding Client Story

[0059:14] How to Address Change in the Small Group Market

[01:06:55 ] What Was your First Car?

[01:12:45 ] Celebrate a Milestone on The Podcast

[01:14:25 ] The Power of Education

[01:16:30 ] The Origin Story of The Self-Funded with Spencer Podcast

[01:17:45 ] Enjoying The Process vs Outcome Obsession

[01:19:30 ] Building Broad Knowledge with Content

[01:21:03 ] Learning from Others

[01:24:25 ] The Biggest Surprises from Podcasting

[01:26:00 ] The Growth of an Entrepreneur

[01:27:45 ] Joining ParetoHealth

[01:29:50 ] Closing Thoughts

[01:31:28 ] Thank You to Nathaniel

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