Creating a JV with an accounting firm – with Adam Rosenfeld

We have had guests talk about benefits and P&C mergers, but how do you create a successful joint venture between benefits and accounting firms while managing the complexities of a highly regulated market? On this episode, we chat with Adam Rosenfeld, President of BT Benefits about the challenges and successes of just such a joint venture.

What You’ll Learn From this Episode:

• How the joint venture came about.
• What an underwriting background brought to the table.
• The importance of training.
• The challenges of dealing with the highly-regulated NY market.
• How to deal with provider challenges.

SPONSOR: Major League Mindset (mailto:david@major-league-mindset.com)