Show Notes
In this episode of Full Disclosure, Chris Estep and Andy Rodriguez sit down with Winston Walters of HUB International to talk about how the role of the benefits broker is changing and what it takes to stay relevant in today’s healthcare landscape.
The broker’s job has evolved far beyond simply helping employers select an insurance plan. Today, brokers are expected to understand increasingly complex areas like PBMs, compliance, claims data, technology, and emerging healthcare solutions while helping employers make sense of it all.
Winston shares his perspective on what separates modern advisors from the traditional broker model, why data literacy has become such an important skill, and how technology is changing both employee expectations and the way benefits strategies are built.
The conversation also explores the importance of continuous education, helping employers better understand where their healthcare dollars are going, and why brokers who are willing to challenge the status quo may be best positioned for the future.
In this episode: How the broker’s role has evolved Why understanding healthcare and pharmacy data matters The growing importance of technology and digital health solutions How brokers can help employers make more informed decisions The skills benefits advisors will need to succeed in 2026 and beyond Why education, adaptability, and transparency are becoming essential
Whether you’re a broker, employer, consultant, or simply interested in where the benefits industry is headed, this conversation offers a look at what the next generation of benefits advising may look like.
Full Disclosure — Where Transparency Takes the Mic.
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