A Podcast on how exploring your broker/consultant options could benefit your organization and your bottom line.
Recorded Thursday, April 11th, 2019
In this podcast you will learn about impactful yet affordable benefit enhancements you can make today. Two experts – Holly Overdyke (Founder of Activ8) and Al Otto (CEO of Veriphy Analytics) discuss new tools and innovative ideas to make you the hero.
This solves both how to deal with the cost of a historical relationship and understand how to upgrade to new industry enhancements. How great would it feel if this was the year you finally knew you truly had the "best-fit" broker/consultant for your benefit plans?
Al is the Co-Founder and CEO of Veriphy℠, a 35-year veteran of the financial services industry and has spent the majority of his career as an independent RIA. As a serial entrepreneur, he has built four financial service companies. He is a nationally recognized author and speaker in the financial industry and is a federally recognized expert on 401(k) fiduciary matters.
Holly began her employee benefits career with Unum in 2004, specializing in Voluntary and Executive Benefits. After 11 years exclusively focused on the Georgia market, she launched Activ8 Consulting to provide educational and employee-engagement-focused consulting resources to broker and consultants as well as to individual organizations nationwide.