Workplace Benefits Mania 2007

• Agenda
• Exhibit / Sponsor / Present
• Floor Plan
• Hotel Reservations
• List Of Exhibitors
• List Of Speakers
• Platinum Sponsors
• Register as Attendee
• Register as Exhibitor / Sponsor / Presenter
• “Corporate Golf Challenge Tournament”

(Note: all meeting registrations include all functions & events with the exception of golf)

Saturday, July 14th, 2007

No scheduled activities - arrive early and enjoy one of the most exciting cities in the world.

Sunday, July 15th, 2007

6:00 a.m. - - Worksite Benefits Association “Corporate Challenge Trophy” Golf Tournament

4:00 p.m. - Registration Desk Opens

4:30 p.m. - 6:30 p.m. - Opening "Wine & Cheese" Reception

Monday, July 16th, 2007

7:00 a.m. - 11:00 a.m. - Exhibit Booth Set-up

8:00 a.m. - 8:35 a.m. - Expert Panel - Prospecting For Workplace Benefits Accounts

Von Burba, CMO, Benefit Harbor	Jeff Grabiak, President, Worksite Benefits, Inc.	Kevin Seeker, VP of National Accounts, Allstate Workplace Division (AWD)

• Prospecting Through Brokers
• Prospecting Through Association Endorsements
• Prospecting Through A Direct Mail & Telephone Approach Campaign
• Prospecting Through A "New Product / New Idea"
• Cold-Calling Your Way To Success
• The Potential Of Your Existing Block Of Business
• Making Your List And Finding Their Data

8:35 a.m. - 9:10 a.m. - Expert Panel - Selling The Employer
 

Phil McKelvey, President, Voluntary Benefits Specialists, LLC	Erick Piper, Vice President, Marsh Voluntary Benefits Practice	Tom Koch, Regional Sales Coordinator, Aflac	Lorraine Strickland, President and CEO, Fringe Benefits Management Co.

• Setting the Stage With Opening Remarks
• Fact Finding Existing Benefits
• Uncovering Hidden Needs & Motivations
• Showing Benefits & Solutions
• Testing With Trial Questions
• Asking For The Decision
• Rules For Working In Pairs

9:10 a.m. - 9:45 a.m. - Expert Panel - Professional Enrollment (And Re-Enrollment) Procedures
 

Rick Cass, Executive Vice President, EOI Service Company	Ron Kleiman, President, BenefitVision	William "Tinker" Kelly, President, Voluntary Employee Benefit Advisors	Susan Watts, Owner and Publisher, Benefit Consultants Link

• Starting At The Top With The Vital Commitment
• The HR Department
• The Payroll Processing People & Issues
• Pre-Communications
• The Department Heads
• One-On-One, Face-To-Face Enrollments
• Group Meeting Enrollments
• Internet, Voluntary Meetings & Other Passive Enrollment Systems
• Dedicated Enrollment Teams And Firms
• Capturing The Enrollment Data
• 10 Tips For Enrollment Professionalism
• Bullet-Proof Re-Enrollments

9:45 a.m. - 10:00 a.m. - Coffee Break

10:00 a.m. - 10:45 a.m. - Key-Note Presentation
Key-Note Speaker: Judi Moreo presents "Communicate for Results"

Judi doesn’t just talk about success…She Lives It! In 2003, the US Business Advisory Council named her “Nevada Business Person of the Year” and the Las Vegas Chamber of Commerce awarded her company, Turning Point International, with a “Circle of Excellence” Award. In 1986, the Chamber also honored her as “Woman of Achievement – Entrepreneur.” As an international business leader, Judi knows first hand what it takes to be successful… Your communication skills determine the quality of your life. All successful interactions and relationships depend on the flow of information. Whether the expression of that flow is non-verbal or oral, each message contains at least two elements, the surface element and the psychological element. In this high-powered program, Judi shows you how to control both.

In addition, she shows you how to adapt to the unique communication styles of others as well as how to get your message across effectively, powerfully, persuasively and memorably. You’ll be able to make a strong impression every time you speak. This program is filled with tips and techniques that will immediately make a difference in your communication effectiveness. www.judimoreo.com/home.htm

10:45 a.m. - 11:30 a.m. - Key-Note Presentation - Putting It All Together Into A Business Model
 

Richard Stephens - Willis Benefits of North America

The talent pool at the largest brokerages combined with tremendous financial resources help them get things right. This presentation will detail exactly how it is done "downtown." If you want a workplace benefits paradigm that has been thought through, field proven and time tested, come and here this presentation.

11:30 a.m. - 2:00 p.m. - Exhibit Hall Doors Open - Lunch With The Exhibitors (Noon)

Meet with 90 of the leading industry vendors with products and services to assist you with your workplace benefits practice. Enjoy a complimentary lunch & beverages.

2:00 p.m. - 2:45 p.m. - Break-Out Presentation Sessions

Session 21 Fred Townsend, Sage Scholars	Using College Tuition Credits to Increase Your Life Sales, and Generating a Lifetime Income by Selling College Tuition Credits to 401(k) Plan Sponsors Our 204 Private Universities will give college tuition credits to your Customers, equal to the first year premium on their cash value policy. Corporations can give free college tuition credits to their employees, every year, equal to 5% of their account balance. Tuition credits can be used by any family member to reduce tuition by 25% per year at any of our 204 private universities. Offer: Bring a copy of a savings statement (bank, brokerage, annuity, 401k).  We will give you tuition credits equal to 5% of your savings for a administrative fee of 1% of the credits. (If you have a $500,000 stock brokerage account, we will give you $25,000 of college tuition credits for an admin fee of $250.)
Session 22 Jack Kwicien, Daymark Capital Advisors	“Considering Merging or Selling Your Business:  Some Things You Need to Know” Daymark Advisors is a Baltimore-based consulting and advisory services firm providing merger and acquisition services for buy and sell-side transactions. The firm exclusively serves the insurance / financial services and workforce management market sectors. www.daymarkadvisors.com
Session 23 Mark MacGrath CLU, ChFC, RHU Dan Wessell CLU, Security Mutual Life Insurance Company of New York	Security Mutual Life - www.securebenefitsolutions.com - Mark MacGrath, CLU, ChFC, RHU Vice President-Benefits Division and Daniel L Wessell,CLU Director Secure Benefit Solutions -Field Sales Secure Benefit Solutions, the new name for the Benefits Division at Security Mutual Life Insurance Company of NY, offers competitive Group, Group Voluntary and Worksite Marketing products across the nation. We offer consolidated billing and are able to take applications electronically through paperless solutions. Come learn how you can capitalize on top quality Group and Worksite products from a carrier that measures its success by your success!
Session 24 Mark Reynolds, RHU Ben-e-lect	"Re-defining consumer driven benefit plans: how to make them work for you and for your clients" This session will cover today's market conditions with double digit increases, will define consumerism and will explain how to piece them together to turn what some view as negative into opportunity for agents and employers alike.

2:45 p.m. - 3:30 p.m. - Break-Out Presentation Sessions

Session 1 Mark Gebhardt, Aigilis Corporation	"eHealth Companion - The Next Generation Supplemental Benefit Plan"  Open new doors … Re-energize client relationships - Now more than ever, corporate America and individual consumers realize that in order to lower health insurance premiums and personal out-of-pocket medical expenses, changes have to be made. A “new direction” in healthcare consumerism and insurance plan design requires a new kind of support system and eHealth Companion is leading the way.
Session 2 Greg Schlatter, miQuotes.com	"We Love Bad Working Conditions"  The new way to offer Voluntary Insurance Products without payroll deductions, list bills, or on-site enrollments. More and more employers are objecting to on-site enrollments. Don't walk away from these sales.... turn them in to profit centers.
Session 3 Julie Rhea & Yvonne Levy, WellDirect	"Effective Employee Benefits--Put the Web to Work for Your Company" Looking for affordable work, life & wellness benefit products for your small to medium size clients? Having trouble finding the depth and quality you and clients require? Learn how changing demographics in the workplace are significantly affecting the type of services employers are now seeking. Find out why private and public employers, government agencies, EAP's, hospitals, and other organizations are turning to WellDirect for web and print solutions.
Session 4 Tim Morales, HSA Clearing Corp	"How to Profit in the Exploding HSA Market without Selling Insurance" Find out why HSA Clearing Corp leads the nation in setting up banks and credit unions to offer HSAs and how you can join our team. How to become the HSA expert in your market How to pass out thousands of your business cards All agents that attend this breakout session receive a free listing on www.HSAEd.com

4:00 p.m. - 6:00 p.m. - It's 5:00 O'Clock Somewhere - Jimmy Buffet's Margaritaville Party & Networking Reception

One of the primary reasons to attend a conference such as this is the opportunity to network. A planned or chance meeting at a network function such as this has often led to a substantial business opening and relationship. "Network fun" is an integral part of a meeting equation and this event will be sure not to disappoint. Enjoy complimentary food, margaritas and other beverages.

Tuesday, July 17th, 2007

8:00 a.m. - 9:10 a.m. - Break-Out Breakfast Presentations

9:10 a.m. - 9:50 a.m. - Workplace Benefits Legislation

9:50 a.m. - 10:30 a.m. - Optional Federal Charter Presentation

10:30 a.m. - 12:00 a.m. - Exhibition Hall Open

Meet with 90 of the leading industry vendors with products and services to assist you with your workplace benefits practice.

12:00 p.m. - 1:30 p.m. - Hall-Of-Fame Luncheon
Key-Note Speaker: Robin Jay, Author of “The Art of the Business Lunch - Building Relationships to Increase Sales”

The Workplace Benefits Association will be announcing four new inductees into The International Worksite Marketing Hall-Of-Fame. Every industry has a cluster of high achievers that help set the pace and show what the possibilities are. To be elected to the Hall of Fame one must have formed, altered, enabled or impacted the workplace landscape.

The Workplace Benefits Association is pleased to announce the following professionals have been selected to be inducted into the International Worksite Marketing Hall-Of-Fame. Induction ceremonies will take place at Workplace Benefits Mania 2007, Caesars Palace, Las Vegas, NV on July 17th.

• David A. Bird, President, Allstate Workplace Division
• Glen Finch, President & CEO, CancerAmerica (Retired)
• Joe Gaudino, Co-Founder, Worksite Communications
• Harland C. Stonecipher, Founder, Board Chairman, Chief Executive Officer & President, Pre-Paid Legal Services, Inc.

David A. Bird President Allstate Workplace Division	Glen Finch President & CEO CancerAmerica (Retired)	Joe Gaudino Co-Founder Worksite Communications	Harland C. Stonecipher Founder, Board Chairman, Chief Executive Officer & President Pre-Paid Legal Services, Inc.

“We are proud to be able to recognize the accomplishments of these individuals” commented Jeff Grabiak, President, Worksite Benefits, Inc. and current President of the Workplace Benefits Association. “Every industry has a cluster of high achievers that help set the pace and show what the possibilities are. To be elected to the Hall of Fame one must have formed, altered, enabled or impacted the worksite landscape. In the worksite marketing arena, these four individuals have distinguished themselves and their profession over their careers, and speaking for the organization, we extend them our thanks and congratulations.”

A complete list of members of the International Worksite Marketing Hall-Of-Fame can be found at: http://www.workplacebenefits.org/hall.htm. 

1:45 p.m. - 2:30 p.m. - Break-Out Presentation Sessions

Session 9 Daniel Freund, Common Census	"Technology to Enroll & Manage Employee Benefits" CC does Setup - FAST & RELIABLE - Equipment (yours or ours) - Worksite only or with Core - Over 75 Free plans - 100% Electronic acquisition - Laptop; Internet; Phone - Topaz, PIN, Voice Stamp - Multiple Languages - Perpetual (if HO permits) - Easy Training - Easy, Fast, Flexible Upload and Download - Real Time production (# apps, premium sold, minutes per interview) - Transition to Common Benefits - Branding for your Agency
Session 10 Wayne Goshkarian, EZ Meds USA	“Most Advanced Prescription Drug Plan in the Industry” Sell More Plans- Increase Retention!!!! EZ Meds develop a way to deliver 1,100 name brand drugs, including Cancer drug that cost over $26,000 for less than $100 per month. This program has no deductibles, co-payments, and no limit to the number of drugs. This is great solution for Discount Plans, Mini Medical Plans, Major Medical Plans with limited drug formulary, non profits groups, and many others who can reach lower income retirees or employees. This is one of the best solutions in the industry, for those who have Medicare Part D “Doughnut Hole” issues. One meeting you can’t miss.
Session 11 Greg Schlatter, miQuotes.com	"We Love Bad Working Conditions"  The new way to offer Voluntary Insurance Products without payroll deductions, list bills, or on-site enrollments. More and more employers are objecting to on-site enrollments. Don't walk away from these sales.... turn them in to profit centers.
Session 12 John Macdonald and Asa Pike, Agency Revenue Tools	"Single Source Billing:  It Doesn't Need to be Expensive" Single Source Billing… Now you can deliver this service… INEXPENSIVELY!! This presentation will show you how “in-sourcing” your single source billing will save you money and make you money!!! Now your firm can offer this service… affordably. You’ll control billing quality, and enjoy accurate commission reconciliation. Your competition won’t know how you do it.

2:45 p.m. - 3:30 p.m. - Break-Out Presentation Sessions

Session 13 Rob Thurston, HR Consulting Group	"Consumer Driven Health and Enrollment Trends"   Now that CDHC plans have been in existence for 4 years; what are the results.  You will receive the latest 2007 statistics and trends for the future of health care, Etc.. A special emphasis will be placed on how to increase the amount and commissions from Worksite products due to CDHC.                     www.hconsultinggroup.com
Session 14 Jordan Nadel, Falcon Technologies	Join Falcon Technologies for a special workshop where their State-of-the-art multi-carrier enrollment system will be demonstrated. The premier web-based synchronization program integrates enrollment results from laptop, call centers and Internet enrollments. Encrypted web-based reports allow you to monitor your enrollments from anywhere in the world. Whether you are an Enrollment Company, Broker or and Insurance Carrier, you will how an electronic enrollment can increase your productivity. In addition, one lucky attendee will win a brand new HP laptop (must be present to win)!!
Session 15 Bob Ley Mary Grahovac, NACII	Bob and Mary will present an overview of Critical Illness Insurance to include: - Types of CI Insurance - CI Insurance Underwriting - Markets in which CI Insurance can be sold
Session 16 Justin Peter, 4myBenefits, Inc.	"One Application to Rule Them All - Transforming the quoting and enrollment process for small groups" Today many employers can enjoy the benefits of a paperless enrollment with one notable exception: small, medically underwritten groups. Not only that, but just getting underwritten quotes from multiple carriers in the first place is difficult and time consuming, often requiring the completion of multiple applications every year. Brokers get caught in the middle and end up spending valuable resources managing small groups. The online revolution is finally here for small employers. 4myBenefits is proud to introduce an innovative platform that is automating the quoting and enrolling of small groups.

3:30 p.m. - 5:00 p.m. - Closing Networking Reception With The Exhibitors

Meet with 90 of the leading industry vendors with products and services to assist you with your workplace benefits practice. Enjoy complimentary food & beverages.

Wednesday, July 18th, 2007

7:00 a.m. - 11:00 a.m. - Exhibit Booth Dismantle

8:00 a.m. - 11:00 a.m. - Private company meetings & training

Meeting rooms are available to conduct a private company or organization meeting, or to conduct a product training session, etc.

9:00 a.m. - 11:00 a.m. - Workplace Benefits Association Advisory Board Meeting