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