Receive a complimentary copy of  “Double Your Voluntary Benefits Revenue Stream” - - 20 Workplace Benefit Marketing Secrets with an added bonus of “200 Power Thoughts & Scripts For Quantum-Leap Performance Results.

Workplace Benefits Association

Training - Relationships - Access - Information - Networking

Workplace Benefits Mania 2008
July 28, 29 & 30 - Caesars Palace, Las Vegas, NV

Build your voluntary benefits revenue stream!

Industry "Movers & Shakers" Attendees	90 Leading Industry Exhibitors
Worksite Marketing Hall-Of-Fame Inductions	Field Proven Expert Speakers
Special "Auto & Home" Payroll Deduction Workshop	Special 4-hour "Influence" workshop

Registration Fees - Three-Day Meeting / Exhibit Hall / Reception / Luncheon Pass (This registration includes: all general session, break-out and exhibit hall sessions, the Monday reception and Marshall Sylver show, the Tuesday Hall-Of-Fame Luncheon, the Tuesday Reception, and the Wednesday Buffet Breakfast with Exhibitors.) - Licensed Agent - $199.00 - Non-Agent - $249.00

Monday - 07/28/08

• Private Company / Organizational Meetings - 8:00 a.m. - 2:00 p.m. - If you have many of your key personnel in attendance, this is an opportunity to spend some time planning and / or training together before the start of the meeting.
• 1:00 p.m. - 1:45 p.m. - Early Arrival Session 1  (open to all attendees and exhibitors)

  Position Your Benefits Agency For Sale:  What is your exit strategy? Access to capital, markets, and resources! Determining your future plans for your benefits agency is one of the most important decisions you will make. Will you sell it and if so to whom? Will you align with a producers group or other entity? What is it that you should be doing now to maximize  the value of your business asset? This workshop will be led by Jack Kwicien, Managing Partner, Daymark Capital Advisors, LLC who has extensive experience in agency mergers and acquisitions and Wayne Walkotten, Senior Vice President, Marsh, Berry & Company, Inc.. Jack & Wayne have put many transactions together and know what acquiring companies look for and what you should be looking for.

• 2:00 p.m. - 2:45 p.m. - Early Arrival Session 2  (open to all attendees and exhibitors)

  Voluntary Product Lightning Round - Want to open new accounts? 4 companies have been allotted 11 minutes each to tell you why their product / service to the voluntary marketplace is completely unique and will help you stand out from your competitor. You certainly need voluntary life, disability and supplemental health in your product portfolio, but if you are looking to add a differentiator to separate you from your competition, then you will want to attend this session.

• 2:45 p.m. - 3:40 p.m. - Early Arrival Session 3  (open to all attendees and exhibitors)

  Electronic Enrollment / Case Management - Paper enrollments still work, but you can't expect to be successful in this market without at least an understanding of electronic enrollments (laptop and Internet) and having them available as a solution when your accounts request it. This session will walk you through the most current answers to the questions your client will pose. This session will be conducted by Daniel Freund, CFP, ChFC, CLU President Common Census, Inc. whose company has provided services for many of the largest carriers and brokers.

• 3:45 p.m. - 5:00 p.m. - Opening Reception  Here is your chance to meet the "movers and shakers" of the industry in a relaxed setting. One relationship can have a tremendous impact on your career and organization and this is the place to find new contacts and renew old ones.  (open to all attendees and exhibitors)  
• 5:00 p.m. - 6:30 p.m. - Special "Influence Presentation" - Part 1 - Marshall Sylver  Marshall Sylver is one of the most sought-after keynote speakers in the world today. He's appeared on stage with hundreds of the top speakers in the world. Including Donald Trump, Robert Kiyosaki, Bill Clinton and many others His mind changing technologies will transform your life forever and he will be sharing this information for 3 presentation hours in two separate sessions at Workplace Benefits Mania 2008: all included in your registration fee. (open to all attendees and exhibitors)

  Marshall Sylver, - Educator, Entertainer, Author
  "The ultimate mentor of inner and outer influence"

  Private Sponsored Receptions & Dinners - Companies that want to sponsor an organized dinner for groups from 5 on up can schedule the event at any of the restaurants at any of the 11 Harrah properties.

Tuesday - 07/29/08

Tuesday Morning - 07/29/08

Tuesday Afternoon - 07/29/08

• 2:10 p.m. - 2:50 p.m. - Breakouts

  Track 1 (Life & Health) - Integrated Solution Platforms That Coordinates Benefits And Payments From Multiple Sources Of Insurance, Tax-Advantaged Accounts And Wellness/Rewards. - Mark C. Keck, Executive Vice President, TriHealix, - - This allows for the coordination of primary insurance with supplemental insurance (GAP policies) or tax-advantaged accounts for single settlement to providers. Payors are able to provide claims roll over functionality from tax-advantaged accounts to cover the consumer’s responsibility along with automated substantiation – a significant competitive advantage in the market. Wellness and rewards programs may also be administered using the Platform.

  Track 2 (P&C) - "Strategic Partnering With P/C Agencies'' Dave Goodwin, President, Dave Goodwin & Associates - If you know how to market workplace benefits, there are opportunities for strategic partnering with successful commercial P&C brokers. In fact, one of the ideas that will be discussed in the P&C session is how to work with somebody like you. Dave Goodwin is the dean of insurance cross-marketing. Former owner of three P/C agencies and a leading L/H/B producer, he was among the first to combine P/C with Life/Health/Benefits and equity investments in his own agency. He has made hundreds of "how-to" presentations and consultations to producers, agencies, companies, schools, meetings, conventions and associations. He has written more than 1,200 insurance articles and three books, and his hands-on production and consulting have won awards in P/C, L/H and Benefits.

Every attendee will receive a complimentary copy of this 56-page booklet at registration. 

"Double Your Voluntary Benefits Revenue Stream"

 “Double Your Voluntary Benefits Revenue Stream” - - 20 Workplace Benefit Marketing Secrets with an added bonus of “200 Power Thoughts & Scripts For Quantum-Leap Performance Results”

• How to “get in” to see the employer.
• What motivates an employer to say “yes.”
• The “perfect” product menu.
• How to drastically improve on the “employee survey.”
• How to “guarantee” Board Approval.
• A “flawless” opening statement.
• How to have the enrollment “your way.”
• A textbook perfect enrollment plan.
• Do this and dealing with the Department Head will be painless.
• Avoiding the most common “fatal mistake” in individual enrollments.
• The “critical factor” in group presentations.
• Why “piggybacking” and “ambassador” should mean something to you.
• A 5-year plan for ending the necessity of “prospecting.”
• A voluntary whole-life insurance story that wins approval.
• The “one thing” you must do if you are asking for referred leads.
• It’s the benefits, salesperson.
• Evidence, testimony, verification and proof.
• Morphing objections into questions.
• The hide of a “hippo.”
• Your worst enemy is…

  Registration Fees

  Three-Day Meeting / Exhibit Hall / Reception / Luncheon Pass

  This registration includes: all general session, break-out and exhibit hall sessions, the Monday reception and Marshall Sylver show, the Tuesday Hall-Of-Fame Luncheon, the Tuesday Reception, and the Wednesday Buffet Breakfast with Exhibitors.

• Licensed Agent - $199.00
• Non-Agent - $249.00

Registration Fees

Three-Day Meeting / Exhibit Hall / Reception / Luncheon Pass

This registration includes: all general session, break-out and exhibit hall sessions, the Monday reception and Marshall Sylver show, the Tuesday Hall-Of-Fame Luncheon, the Tuesday Reception, and the Wednesday Buffet Breakfast with Exhibitors.

• Licensed Agent - $199.00
• Non-Agent - $249.00

•  2:55 p.m. - 3:35 p.m.  - Breakouts

  Track 1 (Life & Health) - Going Global / International Workplace Benefits Marketing - “Look before You Leap,” How to go Global without going Crazy. William J. Velto, Vice President - Worldwide, Voluntary Employee Benefits, AIG/AIU A look at the many challenges and possible solutions in taking your business international. Learn what is working in other countries that can be adopted here in the U.S.

  Track 2 (P&C) - Is Workplace Property-Casualty The Greatest Untapped Market of All? - We’ll show you the numbers, and they are incredible! Worksite Marketing has been virtually untouched by this country’s Independent Property-Casualty Agents. Find out just how large the potential is (think many, many $ Billions!) and how easy it is to enter this arena. Are Non-Property-Casualty agents possibly the best equipped sales force to tap this market? There could be some very effective partnerships formed at these meetings! For those agents and brokers in the Property-Casualty Industry: Here’s a chance to explore and learn in the company of some of the Country’s top workplace salespeople! Presented by Agency Revenue Tools LLC. Our team has been consulting with insurance and benefits professionals in the workplace marketing arena for nearly 15 years. Our clients include national firms, bank owned agencies, small and medium insurance sales organizations, and benefits sales companies.

  3:45 p.m. - 5:00 p.m. - Open Exhibit Hall  (Refreshments Served) Meet with the voluntary benefits industry's leading providers of products and services to build your voluntary benefits revenue stream.

Tuesday Evening - 07/29/08

• Private Sponsored Receptions & Dinners - Companies that want to sponsor an organized dinner for groups from 5 on up can schedule the event at any of the restaurants at any of the 11 Harrah properties.

Wednesday - 07/30/08

Wednesday Morning - 07/30/08

• 7:45 a.m. - 9:00 a.m. - Buffet Breakfast With Exhibitors Meet with the voluntary benefits industry's leading providers of products and services to build your voluntary benefits revenue stream.
  
  
• 9:00 a.m. - 11:30 a.m. - General Session Workshops

  Track 2 (P&C) -  Workshop - Auto & Home @ The Workplace - Learn how to implement a "turn-key" auto & homeowners solution for your employer accounts. This could generate a substantial ever-increasing revenue stream for your agency and other than the initial approval, the enrollment and case management is completely outsourced to billion-dollar companies that understand this market. The largest carriers in this market will each present an overview of their products and enrollment solutions followed by a panel session on how to approach your clients this fall. Each company will have 20 minutes to talk about their own products, services, and approaches to the payroll deduction auto and home marketplace discussing issues such as competitiveness, group sizes underwritten and underwriting in general, commissions, enrollment and the P&C licensing challenges. etc. 9:00 - 9:05 - Introductions 9:05 - 9 25 Unitrin - Wendee L. Orr, Account Executive, Unitrin Direct Preferred Insurance 9:25 - 9:45 Liberty Mutual - Christopher A. Capone, Managing Director, Affinity Marketing , Liberty Mutual Group 9:45 - 9:55 Break 9:55 - 10:15 Travelers -Don Paumier, Travelers Insurance 10:15 - 10:45 MetLife - Randy Rodriguez, Account Executive, MetLife Voluntary Benefits 10:45 - 11:30 - Panel Discussion From 10:45 to 11:30 we will have a panel discussion. David Arthur, Worksite Benefits Regional Practice Leader, HRH,  and Paul Van den Bergh, Marsh ConsumerConnexions will join the other four speakers and spend about 10 minutes each discussing their payroll deduction auto and home marketplace experiences and operations. The remainder of the time will be question and answers from the audience. Benefit Brokers,  Is there a P&C benefit gap at the workplace? What if your employer and employee clients wanted to buy their auto and homeowners policies at the workplace through the convenience of payroll deduction? What if your clients’ commercial brokers have never brought up the concept of helping employees with a payroll deduction auto and homeowners option, leaving the option open for you to capitalize on? What if affinity groups loved this idea? (There is proof that they do). What if the carriers that specialized in this area could easily walk you through the process of obtaining your P&C license? What if you could meet with all the workplace P&C leading companies at one time and also hear experts discuss strategic marketing plans for putting these plans into practice. What if you could do all this in time to implement these discussions into your fall 2009 benefit planning meetings with your clients? What if the turnover on these types of plan were extremely low guaranteeing your relationship as one of the employer’s insurance advisors? What if the enrollments were completely turn-key and handled by the carriers personnel? Wouldn’t it be worth $199.00 to attend Workplace Benefits Mania 2008 at Caesars Palace in Las Vegas July 28, 29, and 30 to determine if this could result in a significant revenue stream for your agency going forward? (And provide you a permanent place at the benefits table)

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