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[S2E3] Vincent Catalano: Not All Benefits Brokers are Created Equal (Part 1)

CLEARly Beneficial Podcast · 2026-01-20 · 12 min

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Topics in this episode

employee benefitsbenefits brokerbroker compensationhealth insurance brokerbenefits consultant

Episode notes

Not all benefits brokers are created equal. In this first episode of a two-part series, Vincent Catalano pulls back the curtain on the employee benefits brokerage industry, sharing insights from his 22 years in the business. Drawing from his experience working with small brokerages to large national firms, Vincent discusses what employers should look for when evaluating a benefits broker - from understanding funding strategies to knowing the right questions to ask about compensation and expertise. In this episode, you'll learn: Why broker training matters and how most brokers actually learn on the job The difference between brokers who sell and those who truly service clients Key funding strategies every employer should understand (fully insured vs. self-insured) How broker compensation works and why transparency matters Questions to ask when evaluating your current broker or searching for a new one Whether you're considering a new broker or evaluating your current one, this episode gives you the insider perspective on what separates truly knowledgeable advisors from those just looking to close a deal. Sponsor: This episode is

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

  • The Benefit Almost Nobody Uses, and Why It Pays OffBeyond the Paycheck · on employee benefits75 / 100
  • When Pets Are Family: Rethinking Employee Benefits with Airvet's Brandon WerberThe Stretch · on employee benefits73 / 100
  • How To Personalize Employee Support Across Every Life Stage with Chris LockeHRchat Podcast · on employee benefits67 / 100
  • Why Self-Insured Employers Care About IVF OutcomesCareTalk: Healthcare. Unfiltered. · on employee benefits

More from CLEARly Beneficial Podcast

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  • [S2E24] The Kaiser/Non-Kaiser Death Spiral: What Employers Need to Know61 / 100
  • [S2E22] HR & CFO’s: Before Benefits Decision Season Begins, Start Here.52 / 100
  • [S2E21] From Cannes: The Rest of the World Posts the Price. America Won't.39 / 100
  • [S2E20] Vincent Catalano: Let’s Not Normalize Medical Debt49 / 100
  • [S2E19] Healthcare Big Ideas86 / 100
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