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Regulatory and legislative issues provide opportunities

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Our ShiftShapers’ subject matter expert this week is Jessica Waltman. Jessica serves as principal at Forward Health Consulting, which she established after 16 distinguished years as Senior Vice-President of Government Affairs for the National Organization of Health Underwriters.

In this wide-ranging discussion, Jessica discusses the Patient Protection and Affordable Care Act (PPACA) reporting, the need for clients to have up-to-date plan documents, and the outlook and implications for the “Cadillac Tax”.

She believes that all of these, while complex, provide an unparalleled opportunity for benefit advisors. We explore the “information vacuum” and specific steps advisors can take to fill that space with expertise that differentiates them and the services they offer to clients.

We also take a look into the future and the political realities in health care in the coming months. Since regulation and legislation never seems to end, we are excited to announce that Jessica has agreed to visit with us on a quarterly basis to keep the ShiftShapers audience current.

Check back here every Tuesday, or subscribe to ShiftShapers at iTunes so you automatically receive all of the amazing upcoming episodes. You can also register for special events and be notified of upcoming interviews at

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