How do you balance running a benefits group that serves many large clients, being a volunteer EMS, a father of 7, and an avid cyclist? 

Shabsai Shuchatowitz, CEO of Evergreen Benefits Group and a longtime friend of mine, joins me this week to share what drives him. We also discuss how to take on large clients as a smaller firm, why you have to be relentless in today’s market to bring good plans to your clients, and why passionate people are so rare but so important in this industry.

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📒 Show Notes and Resources 📒 

KEY MOMENTS

(00:00:00) Bullpen Sessions 299

(00:02:37) Designing Affordable Health Insurance Plans

(00:09:08) Volunteering As An EMS In Chicago

(00:16:19) Designing Captive Solutions For Clients

(00:21:24) The Importance of Being Authentic

(00:27:52) What Shabsai Learned From Being An EMS

(00:36:59) Embracing Challenges for Personal and Professional Success

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