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Workplace Benefits Mania 2007 
July 16, 17, & 18 
Caesars Palace, Las Vegas, NV .
Workplace Benefits Renaissance 2008
February 25, 26, & 27 - Orlando, FL .
Worksite Marketing Hall-Of-Fame
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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

Walt Podgurski, CLU, CES,
Chairman & CEO wpodgurski@aol.com 
Cristina Basaran, President cabasaran@gmail.com 
Elizabeth Ellison, Executive Manager elizabeth@insurancebroadcasting.com Adrienne Janota, Executive Media Advisor ajanota@gmail.com 

Workplace Benefits Association Privacy Policy
 

Workplace Benefits Mania 2007

 

Its about information and networking!

 

 

Monday, July 16th, 2007

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
Phil McKelvey, President, Voluntary Benefits Specialists, LLC Phil entered the insurance business in 1988 as a Product Manager with Capitol American Life Insurance Company in their Payroll Deduction Division. After holding several different Marketing and Sales roles with Capitol American, Phil left the company in 1997 (after they were purchased by Conseco) to work for Loyal American Life as their Chief Marketing Officer, a position he held until early 2001. After a brief stint working with Transamerica Worksite Marketing, Phil formed Voluntary Benefits Specialists, LLC in Cincinnati, Ohio.

Phil has been President and Owner of VBS since late 2002 and VBS operates primarily in the Midwest states. VBS works thru Employee Benefits brokers to enroll voluntary benefit options to their clients. VBS does product only, core benefit, and benefit communication enrollments to client companies of all sizes. The majority of companies that VBS has worked with fall in the range of 100-1,000 benefit eligible employees.

Erick Piper,
Vice President, Marsh Voluntary Benefits Practice 		Erick J. Piper is the Worksite Marketing Director for Marsh Voluntary Benefits. The voluntary benefits division focuses on employee paid –employer endorsed plans in the 5,000+ employee market segment.

Mr. Piper has been in the voluntary benefits market since 1986. The majority of his tenure has been in voluntary benefits with carriers operating in a variety of roles including leading the worksite division for two companies.

Most recently his experience has been on the brokerage and sales side. He co-founded a worksite marketing lead generation firm and has served as vice president of Sales, Marketing and Enrollment for a national enrollment firm.
Tom Koch, Regional Sales Coordinator, Aflac Tom is married to his wife, Wendy, and he is a father of 3 daughters and one son. Tom graduated from University of Nebraska at Kearney in 1992 with a Political Science degree.  He was hired as a probation officer for the state of Nebraska in 1993.  He was employed with the state for six years.  Tom joined AFLAC in April of 1999 as an associate in the state of Nebraska.  After moving to Kansas in August of 1999 as an associate, Tom then moved to Las Vegas, Nevada to accept a District Coordinator’s position in January of 2000.  In April of 2001 Tom opened a regional office in southwest Las Vegas, Nevada.  Tom was also nominated to serve on the Marketing Advisory Council. Tom has attained several company management awards. His Region with Aflac produces over $4,000,000.00 in new premium annually. He attained the Aflac FAME award 14 times, the award is for management leaders.  He volunteers his time with Big Brothers Big Sisters of Nevada and AYSO.  

Tom has completed the following continuing education courses:    

  • Long Term Care training
  • Coordinator’s Accreditation Program
  • Section 125
  • Short Term Disability
  • Dental

Tom’s region consists of 6 district coordinators and 60 career associates.

Tom manages the southwest region in Las Vegas, Nevada including Pahrump, Nevada.

Lorraine Strickland, President and CEO, Fringe Benefits Management Co.  

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.