
Pat Isaac
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Aug 17, 2026
Building a Benefits Firm Around Integrity and Impact with Pat Isaac
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Matthew NaylorHOST
You know, what are, from your perspective and experience, like, what are some of the biggest problems and challenges and issues today, and what are you and your firm doing to solve them? Mm-hmm.

Pat IsaacGUEST
So one of the biggest issues, I'm a survivor, you know, I'm a cancer survivor for about seven years and I just started coming out privately, you know, like I was very private about it.

Pat IsaacGUEST
But the problem is you don't know where to go when you find out that you have a chronic issue, right? And so at that point, what I learned is we need navigators.

Pat IsaacGUEST
And so through that journey, what I did is I actually put myself in the seat to know what is it that we have to do? We have to educate our clients.

Pat IsaacGUEST
If they don't, and you have to also assess where are they in the process, we can tell them all day long, your second to third largest P&L item is insurance.