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

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


Mark Gebhardt, Aigilis Corporation
Mark D. Gebhardt, President, Aigilis Corporation.
Mark is a thirty-year veteran of the insurance industry. His range of knowledge and experience covers the spectrum of marketing and sales which includes the development of successful sales and marketing systems for individual life and health products, estate planning and corporate employee benefit plans. Aigilis Corporation through its brands is one of the fastest growing providers of specialized insurance solutions through a multi-channeled distribution platform. The Aigilis partnering strategy targets insurance related trade associations and media, insurance carriers, independent distributors and agents to facilitate visibility, marketing, sales support, service and product development.
Contact in Orlando, Florida: MGebhardt@Aigilis.com 407.324.3921 or visit our website at Aigilis.com
Greg Schlatter, miQuotes.com

Greg Schlatter, President, miQuotes.com – Stifeneb LLC.

Greg began his insurance career in 1980 as an independent property and casualty agent where he became proficient at selling all the products normally associated with an independent agency.  During the mid 1980’s he moved his focus into life insurance sales supported by his P&C clients.  Ultimately, his career took him to a life insurance company where he secured a position as a managing general agent. His focus was to develop and recruit agents.  In the years following, Greg became a Regional Vice President and Marketing Director of a MetLife subsidiary company totally focused on worksite marketing and managed the relationship of three nationwide distribution channels,  MetLife Financial Services, MetLife Resources and MetLife Auto and Home.  During this time he realized that insurance sold in the workplace should not be held captive to the traditional methods of worksite marketing where employers must bow down to the requirements of payroll deductions, list bills and on site enrollments.  Based upon these experiences, Greg founded miQuotes.com and began to take “worksite marketing” in a different direction by offering employer groups and associations the ability to offer quality individual insurance options without the need for payroll deductions, list billing, on-site enrollments or strict participation guidelines.   By offering individual insurance on a single and customized web based platform miQuotes.com has won the appeal of companies large and small to include national associations.  miQuotes has recently been acquired and is now part of the New Benefits, LLC family of companies and has recently added non-insurance discount medical and lifestyle benefits to their arsenal of products.  Contact information: gschlatter@miQuotes.com .

Julie Rhea, WellDirect.com Julie Rhea founded the privately held, Portland, OR-based online and print media company, WellDirect.com, LLC in 2003. Ms. Rhea’s background includes 18 years of employment with national behavioral health and work-life benefit companies that include Working Solutions, Inc. and United Behavioral Health, as well as non-profit agencies, United Way of the Columbia-Willamette and Parents Anonymous. Ms. Rhea's extensive experience and skill in the areas of client services, research and development, marketing, newsletter development and web services contribute to the ongoing success and development of WellDirect.

Yvonne Levy, WellDirect.com
Yvonne Levy manages and coordinates sales and account management services for WellDirect. Prior experience includes management positions for United Behavioral Health, Life Era, as well as a municipal police department. Ms. Levy's knowledge and ability to research timely health and wellness information is extensive. Additionally, Yvonne has been honored with several community service and business awards over the past several years.

Tim Morales, HSA Clearing Corp
Timothy Morales is President of HSA Clearing Corp, a consulting practice specializing in Health Savings Accounts helping financial institutions enter the HSA market. He is also President of HSA Trustee Services, one of the first companies to offer Health Savings Accounts nationwide.
Mr. Morales formed HSA Trustee Services in late 2003 after reading the Medicare Act of 2003 detailing the new Health Savings Accounts. With his background in financial services, he realized the tremendous growth potential in the HSA marketplace, and formed HSA Trustee Services to offer a no-monthly-fee Health Savings Account and other services to potential HSA customers. Mr. Morales negotiated contracts with prescription benefits companies Caremark, Restat and Agelity allowing HSA Trustee Services to be the first HSA provider to offer a discount drug card. In addition, HSA Clearing Corp was the first to design and offer a Section 125 Plan with an HSA module that allows for employee pre-tax contributions to an HSA account.

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