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

Monday, July 16th, 2007

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, Vice President 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 Company

• 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

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

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.com	"Effective Employee Benefits--Put the Web to Work for Your Company"
Session 4 Tim Morales, HSA Clearing Corp	"How to Profit in the Exploding HSA Market without Selling Insurance"

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 & beverages.

Tuesday, July 17th, 2007

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

Session 7 Mike Martocci, LUTCF Marc Lower, CLU, ChFC, RHU, LLIF Colonial Supplemental

Attack the Gap! How to help your clients bridge the financial and coverage gap created by out-of-control health care costs Health care costs are still spiraling out of control, causing many employers to raise deductibles and copays, or even drop employee health coverage altogether. That saves money but makes it harder to attract and keep top talent as employees face significant financial or coverage exposure. Meanwhile, your agency may be dealing with a shrinking income stream, increased competition and the unpleasant role of bringing yet another cost increase to your clients. In this session, Colonial will introduce you to innovative new products and services that will provide your client’s solutions by offering their employees affordable coverage, yet protect their bottom line – and your relationship – at the same time. • Medical Bridge 3000 – A strong complement to the high deductible/high co-pay plans many of your clients have adopted • Limited Benefit Medical Plan – Basic health care coverage at an affordable premium for the estimated 35+ million uninsured Americans who belong to a family with at least one working member. If this topic isn’t enough to get you excited about joining us, come for the opportunity to enter 3 drawings for $100, $200, or $250 in Caesar’s Palace Casino chips to be given away at the end of the presentation$$$$$

9:10 a.m. - 9:50 a.m. - Workplace Benefits Legislation
Joe Lessen, LTCP, DIA, MSAA

One of AHIP's lobbyists on Capital Hill will update attendees on the important issues and trends that will impact workplace benefits. Potential legislation has always been a dynamic factor, but pending proposals regarding LTC, DI, and HealthCare have more market relevancy than ever. Joe worked as an agent/broker for 25+ years before starting a new career as a lobbyist, and brings a new perspective to how legislation on the Hill will affect the market place you work in. Joe is still a licensed agent and has sold in a worksite environment making him unique for presenting your needs and wants before Congress.

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.

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

Session 9 Daniel Freund, Common Census
Session 10 Wayne Goshkarian, EZ Meds USA
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"

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

8:00 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

*Not all speakers confirmed