Benefits Influencer

Six years ago, Laurel Taylor was on the fast track to reaching her career goals. But the weight of the student debt she and her mother had racked up to fund her education rang in at almost $200,000 — and could have held her back from reaching her full potential. Laurel took matters into her own hands, and in 2016 founded Candidly (formerly FutureFuel.io) to address the unmet and urgent market need for solutions that support other individuals and families through every step of the planning, borrowing, and repayment experience.

Before founding Candidly (formerly FutureFuel.io,) Laurel held leadership positions at Google, among other roles.

Reach out to Laurel at [email protected]

Benefits Influencer is the number one podcast for Employee Benefits Brokers & Advisors. 

Check out more episodes and get in touch at http://benefitsinfluencer.com/

Dennis chats with CEO of Beneration, Josh Winigrad.

They discuss why every benefits broker should be talking about self-billing with their clients.

Josh shares:

How to master self-bills by learning the COUNTIFS and SUMIFS formulas.

Why you should encourage your clients to use self-bills with carriers rather than EDI feeds.

The danger of self-auditing invoices against payroll deductions.

Connect with Josh on LinkedIn: https://www.linkedin.com/in/jwinigrad/

Check out Beneration: https://beneration.com/

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Benefits Influencer is the #1 podcast for Employee Benefits Advisors. Visit www.benefitsinfluencer.com for additional episodes and to get in touch. 

Dennis chats with Jaclyn Chen, Co-Founder & CEO of Benepass.  Benepass is a flexible technology platform that allows employers to offer employees robust categories of perks and benefits around things like wellness, mental health, entertainment, and more.

Check out https://www.getbenepass.com/ to learn more.

Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer.com  for more great episodes and to get in touch. 

Dennis interviews Co-Founder & President of SolV Independent Insurance Associates, Brittney Bello.

Employee Benefits Brokers and Advisors will want to listen in as Dennis and Brittney go beyond the buzzword of "transparency" to uncover what it looks like when advisors, employers, and the benefits ecosystem all align around transparency.

Find Brittney on LinkedIn: https://www.linkedin.com/in/brittney-bello/

Check out SolV here: https://solvins.com/

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Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer.com  for more great episodes and to get in touch. 

Dennis chats with Advisor, Keynote Speaker, Podcast Host and President & Owner of Olympic Crest Insurance, Nancy Giacolone.

Reach out to Nancy and follow her via LinkedIn:

https://www.linkedin.com/in/nancy-giacolone/

Check out Olympic Crest Insurance here: https://olympiccrest.com/

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Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer.com  for more great episodes and to get in touch. 

Dennis sits down with Lewis Mosley, Founder & Director of UK-based BAS to discuss how US-based benefits brokers and advisors can help their clients with global employees.

Lewis is a Director, Founder and lead Guardian Consultant at BAS

He has over 10 years’ experience working within the global employee benefits space, most of which have been spent advising US multinationals on all aspects of their global benefits, from their first overseas hire’s benefit program in a new country to managing 30+ countries with merger & acquisition heritage.

https://benadvservices.com/

https://www.linkedin.com/in/lewis-mosley-a88bab30/

Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer.com  for more great episodes and to get in touch. 

Dennis interviews CEO and Founder of GenuineShift, Jenn Walsh. 

Follow Jenn on LinkedIn: https://www.linkedin.com/in/walshjenn/

About Jenn:

Jenn Walsh is the founder and CEO of GenuineShift, a business consulting company that delivers learning & development programs to fuel growth, optimize profitability and minimize friction for insurance brokerage firms of all sizes. She created the Client Service Academy in 2019 to address our industry's talent crisis when she realized her clients weren't going to have enough people to support their ambitious sales goals.

Jenn has 30+ years of hands-on experience driving organizational growth as a salesperson and business development leader. She developed her expertise in employee benefits within insurance carriers, a full-service brokerage firm, and by holding several national industry association leadership roles.

A sought-after speaker and industry expert, Jenn advocates a Client Service First Framework™ where Sales and Client Service teams align investment, mindset, and work style with a Clients hire you to be led™ focus. The goal of the programs Jenn has created includes onboarding new talent, upskilling junior colleagues, and resetting and recharging veterans - a particular passion for Jenn.

Jenn lives in the San Francisco Bay Area with her husband, adult children, and a chihuahua, Lolo, the 39th rescue she accidentally adopted in 2020. #fosterfail #fullnest

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Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer.com  for more great episodes and to get in touch. 

Dennis interviews ThreeFlow Co-Founder and CEO, Ryan Sachtjen.

ThreeFlow is a benefits placement system that benefits brokers and carriers can use to work together to be more efficient.

Visit https://www.threeflow.com/ to learn more.

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Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer for additional episodes and to get in touch. 

Dennis Carlson returns as host of Benefits Influencer to interview Employee Benefits Broker Vinny Catalano, SVP & Partner at Lockton Insurance Brokers.

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Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer for additional episodes and to get in touch. 

Benefits Influencer is taking a short hiatus this summer but will return soon with exciting new guests and topics.  Stay tuned!

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