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Workplace
Benefits Association |
Training
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Relationships
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Access -
Information
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Networking
Home Page
Contact Info |
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| A list of the
leading vendors with products and services for the workplace
benefits professionals, with complete contact information.
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Categories of vendors included on
the list provided to all attendees:
401(k)
Accident
Auto Club
Call Center Services
Critical Illness
Dental
Disability Income
EAP
- Employee assistance
E&O
Enrollment Firm
Enrollment Software
FSA
- Flexible Spending Accounts
Gap Medical Plans
Global Emergency
Services
HSA
- Health Spending Accounts
Identity Theft
Industry Associations / Professional Groups
Lead Generation
Legal
Life
Mini-Meds / Limited Benefit
LTC
Non-Insurance Affinity Benefits
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&C Auto / Home
Pharmacy Benefits
Pre-Loaded Debit Cards
Retirement Plans - 401(k) alternatives
Single-Source Billing
Supplemental Health
Travel
Vision
Wellness
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National
Schedule Released
“Double
Your Voluntary Benefits Revenue Stream©"
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The Workplace Benefits Association has announced a
training and educational campaign for 2008 built around the concept of
“doubling your voluntary benefits revenue stream.”
“The validation of voluntary benefits as a mainstream distribution
system has been proven in the marketplace” said Walt Podgurski, CLU, CES
and Chairman of the Workplace Benefits Association. “Year after year of
impressive growth and increased acceptance by both employers and
employees has created an opportunity for carriers and producers to
capitalize on this expanding market.”
“A growing market creates a need for information and additional training
to help benefit advisors serve profitably and professionally´ Mr.
Podgurski continued. “In keeping with our organizational mission, the
Workplace Benefits Association has announced a series of ½ day
instruction seminars to help interested parties familiarize themselves
with the nuances of selling employee funded plans.”
There will be no cost to attend these seminars for attendees who
pre-register.
Agenda - How To Double Your
Voluntary Benefits Revenue Stream:
- 8:30 a.m. - 9:00 a.m. - Networking Coffee
- 9:00 a.m. - 10:00 a.m. - Session 1
- 10:00 a.m. - 10:15 a.m. - Break
- 10:15 a.m. - 11:00 a.m. - Session 2
- 11:00 a.m. - Meeting Concludes
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Here is an inventory of what all attendees will receive:
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An overview of the
voluntary benefits sales process
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A sample employer
pre-approach letter
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A sample employer
telephone approach script
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A sample
employer-interview script.
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Form - Employee
Benefits Profile
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Form - Enrollment
Workflow Checklist
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Form - Employee
Enrollment Report
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Sample Word Track -
Employee Announcement Letters
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Sample Announcement
Letter - Short Version
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Sample Announcement
Letter - Long Version
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Sample Independent
Contractors Agreement For Enrollers
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A list of the
leading vendors with products and services for the workplace
benefits professionals, with complete contact information.
See List of categories in left margin.
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The top 10 trends in voluntary benefits
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21 Workplace Benefits Marketing Secrets
“The concept is for a broker to be able to walk out of the meeting room
and immediately implement everything they need in hand to start the
process of doubling their income when they return to their office” Mr.
Podgurski further explained. (Sales Scripts - Forms - Product
Sources)
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MEET YOUR INSTRUCTOR
Walter B. Podgurski CLU, CES
Chairman, Insurance Broadcasting
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Walter B. Podgurski
CLU entered the insurance business after graduating from Miami
University of Ohio in 1969. He received his Chartered Life
Underwriter (CLU) designation in 1976. The great majority of his
early experience was in the areas of Voluntary Employee Benefit
Plans. He has been involved in the sales and service of over
1,500 payroll deduction accounts in Ohio, Nevada, Canada, and
California.
Mr.
Podgurski has also served at almost every field level in
insurance; Agent, 1st Line Manager, 2nd Line Manager, State
Manager, and in a Home Office capacity as VP of Marketing. He
has also served as President of his own consulting firm, and has
conducted voluntary benefits training and related seminars in
the U.S., Canada, and England. He has also written what is
considered the authoritative work on Worksite Marketing "From
Worksite Marketing To Website Marketing" which is published by
The National Underwriter Company.
In July of 1997, Mr. Podgurski formed what is now Insurance Broadcasting
which publishes a daily e-mail newsletter “INSURANCE NEWSCAST”
covering the news and events of the insurance and financial
services industries that is subscribed to by over 500,000
insurance industry professionals from over 40 countries.
Insurance Broadcasting also operates two industry associations;
the Workplace Benefits Association and the Insurance Media
Association. |
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Contact Information:
9221 Ravenna Road, Suite
#D8
Twinsburg, OH 44087
888-282-1765
330-425-8489 fax
330-425-8399 direct
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Privacy Policy |
Proviso:
The Workplace Benefits Association does not sell workplace
benefits and is not in the business of offering advice.
THIS WEB SITE SHOULD NOT BE CONSIDERED AS ADVICE: The
information contained in this web site is for informational
purposes only and should not be considered advice. It is
provided only as general information that may or may not
reflect the most current legal developments. Consequently,
the information should not be construed as legal,
accounting, tax, investment or other professional advice or
services. Each visitor is urged to consult a qualified
professional who understands the visitor's particular
factual situation before making any decision, and the
Workplace Benefits Association disclaims any responsibility
for any action taken by visitors in their specific cases or
for any misinterpretation on the part of such persons. The
Workplace Benefits Association makes no representation that
this site or any content on or accessed through the site are
appropriate or available for use in other jurisdictions. You
are responsible for compliance with all applicable laws and
regulations.
We provide this site as a convenience to our clients and the
public. The material contained herein is deemed to be
reliable, however this information is of a general nature -
the complexity of these issues and specific circumstances
dictate the applicability of this information. If you would
like additional information, please Contact Us.
Web site and all contents © Copyright Walter B. Podgurski
2006, All rights reserved. |
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