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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
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Workplace
Benefits Association Privacy Policy |
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Workplace Benefits Mania 2007
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Its about
information and
networking!
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Tuesday, July 17th, 2007
1:45 p.m. -
2:30 p.m. - Break-Out Presentation Sessions
Daniel Freund, Common Census |
Daniel
Freund
dfreund@commoncensus.com 207-854-5454
X103
• 1974 Graduated State University of NY at
Buffalo Magna Cum Laude with major in Political
Science and Economics
• 1982 began career as salesman for Paul Revere
Insurance company
• 1987 became Certified Financial Planner
• 1989 became Chartered Financial Consultant and
Chartered Life Underwriter
• 1991 began Common Census while operating
Netinsure Agency
• 1993 John Alexander, CIO for Unum becomes
involved with Common Census
• 1999 Raised capital and expanded staff.
Marketing of Common Census expanded from brokers
to carriers
• 2003 Common Benefits is launched
• 2004 MOOSE (carrier versions of Common Census)
launched
• 2005 multi-language self service launched
• 2006 Home Office Portal launched; Common
Payroll introduced |
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Wayne Goshkarian, EZ
Meds USA |
Wayne
Goshkarian has been in the insurance industry
since December 1977 and founded and President of
AGB Insurance Services, a benefits consulting
company founded in 1990 and located in Phoenix,
Arizona.
Mr. Goshkarian has been a member of the National
Association of Health Underwriters since 1985,
and the National Association of Life
Underwriters since 1990. He has won many
industry awards, and has qualified for others
including the MDRT Round Table and Top of the
Table. He has generated over 8 million in total
commissions from 1990 to 2000 from his worksite
marketing clients.
Mr. Goshkarian has been a featured speaker at
industry conferences including, NAPES and MI2.
In addition Wayne has contributed numerous
articles in Life Insurance Selling, The Business
Journal, Nations Business, Employee Benefit New,
Workforce Magazine, and others.
In the late 1977, an early mentor pointed out
his suitability for the industry and supported
his goals, prompting Mr. Goshkarian to study for
and receive his insurance license while still in
high school.
In 1978, joined the LoneStar Life Company and
started selling voluntary products through
associations. In a short 60 days, became the
number one agent in the country.
By asking himself “how can I intelligently
address market challenges?” Mr. Goshkarian
learned to spot opportunities and identify niche
markets. In 1979, this led him to successfully
market life and health insurance to farmers and
ranchers in four states.
In 1981, he served a tour of duty in England
with the Air Force and attending the University
of Maryland. After his tour was up in 1985, he
stayed in Europe, joined Mutual of New York’s
European division, and achieved marked success
selling insurance services to expatriate
Americans through his relationship with Price
Waterhouse.
In 1989, Mr. Goshkarian came back to the United
States and applied his skills to management,
successfully turning around an almost-defunct
branch of Mutual of New York. Applying his
characteristic drive and determination, he was
subsequently rated in the Top 100 of sales
managers at Mutual of New York.
In the early 1990’s, Mr. Goshkarian turned his
attention to worksite marketing full time,
identifying opportunities that had been
overlooked by insurance brokers. He applied his
cornerstone philosophy, “people want to do
business with people with integrity and
honesty,” and worked to bring in a new
generation of worksite marketing. He has
developed a large client based, to include
national clients with over 50,000 employees to
as small as 50. He is licensed in 49 states and
has work with several large consulting firms.
With no time wasted, Mr. Goshkarian continued to
redefine standard industry practices and worked
on a laptop-enrollment system to communicate
core benefits (early 1990’s) and voluntary
benefits. It was one of the first of its kind,
and a big success.
In 2002, he focuses his time to develop the
individual impaired risk health insurance
marketplace in his home state of Arizona. Since
40% of those apply for individual health
insurance are declined or have their condition
excluded.
Which lead Wayne to the Patient Assistance
Program’s. It was 3 years ago, that he was
sitting with a 63 year old in Phoenix Arizona
who needed health insurance, but was taking 6
medications for diabetes, high blood pressure
and Rheumatoid Arthritis. This program provide
over 1,100 name brand drugs sponsored by over
200 drug manufactures, which allows his company
EZ Meds USA, to assist these lower income people
with their medications.
Current EZ Meds and it’s partners has been
supporting this marketplace for the past 8
years, and have customer in almost every state
in the country.
EZ Meds and Wayne Goshkarian are based out of
Scottsdale Arizona.
He is a father of three children, Ashley 8,
Dylan 5, and Jack 3. |
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Greg Schlatter, miQuotes.com
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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
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John Macdonald,
Agency Revenue Tools |
John W. Macdonald
John began his insurance career in 1983 with the New
York Life Insurance Company, and has during his career
achieved their President’s Council level of personal
production. Joining the Pike Conway Dahl Agency in 1989,
he co-developed one of the first multi-company personal
lines payroll deduction programs utilizing the IDS
system for billing administration. An Agency Vice
President, John split his business time between
promoting Agency services such as financial services and
payroll deduction, and consulted nationally to the
growing network of Independent Agents setting up their
own multi-company payroll deduction capability. In 1999,
as Vice President of Agency Revenue Tools, John oversaw
national marketing of AMS’ IDS system.
In 2000, the development of Worksite Marketing Manager
became the core focus. Since Worksite Marketing Manager
went live in 2001, John has overseen system development
and marketing.
Worksite Marketing Manager 2.0 is now being used by
Insurance Companies, Enrollment Firms, and Insurance
Agencies throughout the US to efficiently manage single
source billing activity for payroll deduction offerings.
John lives in Conway, NH with his wife and three
children, and enjoys hiking, mountain biking, and alpine
skiing as hobbies. |
Asa
Pike, Agency
Revenue Tools |
Asa Pike, CPCU
President and CEO Agency Revenue Tools LLC
Asa has been in the independent agency business since
1963, managing his agency, Pike-Conway-Dahl insurance,
which served commercial and consumer clients in Maine
and New Hampshire. In 1992, the Pike-Conway-Dahl Agency
became involved in Employee Worksite Insurance Marketing
activities, as a means of enhancing traditional agency
income.
Asa has long been involved in insurance association
activity, including IIABA, and PIA and is a former
president of the national AMS Users’ Group.
In 2004, Asa sold The Pike-Conway-Dahl Insurance Agency,
in order to concentrate on management and development of
Agency Revenue Tools, along with his partner, John
Macdonald..
In 2005, Agency Revenue Tools LLC became an endorsed key
partner of the Professional Insurance Agents of
America’s “Take Back Personal Lines” Initiative, which
is specifically designed to return independent insurance
agencies to the same personal lines market dominance
that they and the companies they represent currently
hold in the commercial lines property-casualty insurance
market. |
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