Ep #364: An Agent by Any Other Name… – With Carl Schuessler, Jr.

July 7, 2021by Carl Schuessler

This week’s ShiftShapers Podcast episode features a conversation with Carl Schuessler, Jr., Managing Principal at Mitigate Partners.

Are you an Agent, Advisor, and Broker, and What does it mean?

Acting as a fiduciary means acting as stewards that improve financial outcomes. There is an emphasis on trust that has become even more apparent with the creation of the Affordable Care Act. Fiduciaries also deliver active management as opposed to passive management, a beneficial role that provides massive savings.

What You’ll Learn From This Episode:

  • 02:08 Agent, advisor, and broker: A fiduciary role involves trust and stewardship role
  • 06:07 There are opportunities to act as fiduciaries in non-ERISA plans
  • 08:58 The Affordable Care Act made fiduciary roles even more relevant
  • 13:54 The differences between active and passive risk management
  • 17:54 Getting employers to partner with a fiduciary

Listen to the full interview hereEp # 364: An Agent by Any Other Name….-With Carl Schuessler, Jr.

Carl Schuessler

Mitigate PartnersAbout Us
We protect your money like it’s our own, serving as the fiduciary and steward of your health plan dollars.
OUR LOCATIONSWhere to find us?
We have 29 locations across the United States.
GET IN TOUCHMitigate Partners Social
Follow our social media for news, updates, and events.
Mitigate PartnersAbout Us
We protect your money like it’s our own, serving as the fiduciary and steward of your health plan dollars.
OUR LOCATIONSWhere to find us?
We have 29 locations across the United States.
GET IN TOUCHMitigate Partners Social
Follow our social media for news, updates, and events.