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About Us |
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Advisory Board |
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Apply For 1-Year Membership |
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Benefits MarketPlace |
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CE Credits - Online |
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CES Designation |
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Download Manuals
& Marketing Materials |
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Enrollment Link |
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Workplace
Audio & Podcasts |
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Workplace Benefits Mania 2007
- July 16, 17, & 18, Caesars
Palace, Las Vegas, NV
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Workplace Benefits Mania 2008 - July 29, 30, &
31, Caesars
Palace, Las Vegas, NV - (Link not activated) |
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Workplace Benefits Renaissance 2008 - Feb. 25,
26, & 27. Wyndham Orlando Resort, Orlando, Florida
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Worksite Marketing Hall-Of-Fame |
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Affiliated Websites |
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InsuranceBroadcasting.com |
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Insurance Media Association |
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Read Today's INSURANCE NEWSCAST |
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Insurance Radio Network |
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Insurance
TechWeek |
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Download
Page For Members
of the
Workplace Benefits Association
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Please
bookmark this page!
How to use this page!
The items below are
formatted in Word / PowerPoint / PDF. When you click on the links, you will be
provided with the option to either (open the file) or (save it to your
computer).
Suggested Procedure
- Download the
communications manual and review.
- Download the
employer pre-approach letter and telephone approach script.
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Download the
“Workplace Benefits Planning Guide – Employer Edition©
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Download the sample
employer-interview script
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Formulate a contact plan with potential clients and existing clients
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Formulate a strategy for discussing your services and solution
capabilities within the context of the employer's entire workplace
benefit program.
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Help us improve these materials by providing ideas, suggestions and
feedback. We are counting on the collective brainpower of the
members to help us get these materials right and available to
everyone.
Downloadable Forms & Scripts
© Copyright Walter B.
Podgurski 2007, All rights reserved.
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Copyright information –
Conditions Of Use - Proviso
Note:
The materials linked above are copyrighted by Walter B. Podgurski, CLU, CES of the Workplace Benefits Association. The Workplace
Benefits Association grants limited reprint rights to all members of the
Workplace Benefits Association under the conditions outlined with each
file / document.
Useful Links / Studies / White
Papers:
NEW! Spanish Speaking Enrollments
* Provided as a courtesy by Melissa
Burkhart.
Melissa Burkhart was a teacher and school administrator
for ten years, specializing in cross-cultural education and
communication. Ferney Colorado, a native of Colombia, has worked
side by side with Spanish-speaking immigrants from all over Latin
America in a variety of industries including construction,
telecommunications, food service and hospitality, and
transportation. In 2001, they established Futuro Sólido USA , which
provides a wide range of customized Spanish language services and
training materials to ensure a solid future for Spanish speaking
workers and their employers. (303) 837-8224
www.futurosolidousa.com
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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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