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 Special 4-hour "Influence" workshop Special "Auto & Home" Payroll Deduction Workshop Field Proven Expert Speakers

Agenda Overview

Monday - 07/28/08

• Private Company / Organizational Meetings - 8:00 a.m. - 3:00 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.

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

  • Track 1 (Life & Health) - 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.

  • Track 2 (P&C) - Adding Auto & Home To An Existing Menu Of Voluntary Benefit Plans - What are the implications and challenges of adding auto & home into an account where there is already a substantial number of life & health products available via payroll deduction. This will be a panel session consisting of brokers that have already been through this process and will share the "dos" and "don'ts" as well as shape your own and your account expectations.

• Opening Reception 3:45 p.m. - 5:00 p.m. 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)  

• Special Show Presentation - Part 1 - Marshall Sylver - 5:00 p.m. - 6:30 p.m. 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 4 presentation hours 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

• Sponsored Breakfasts - 7:45 a.m. - 9:00 a.m.

• Special Keynote Presentation - Part 2 - Marshall Sylver - 9:00 a.m. - 10:45 a.m. Marshall Sylver will explain how the secrets of influence used in hypnosis can be used to do a better job of influencing yourself and others. This is information that can help you induce the changes in life you are seeking.

• Open Exhibit Hall 10:45 a.m. - 12:15 noon

Tuesday Afternoon - 07/29/08

• Hall-Of-Fame Luncheon (open to all attendees and exhibitors) - 12:15 p.m. - 2:00 p.m.

• Breakouts - 2:10 p.m. - 2:50 p.m.

  • Track 1 (Life & Health) - Integrated Solution Platforms That Coordinates Benefits And Payments From Multiple Sources Of Insurance, Tax-Advantaged Accounts And Wellness/Rewards. 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.

• Breakouts - 2:55 p.m. - 3:35 p.m.

  • Track 1 (Life & Health) - Going Global / International Workplace Benefits Marketing - “Look before You Leap,” How to go Global without going Crazy. A look at the many challenges and possible solutions in taking your business international. - Bill Velto, Vice President, Worldwide Voluntary Employee Benefits, AIU Accident & Health Division
  • 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.
     

• Open Exhibit Hall 3:45 p.m. - 5:00 p.m. (Refreshments Served)

Tuesday Afternoon / 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

• Buffet Breakfast With Exhibitors 7:45 a.m. - 9:00 a.m.

• General Session Workshops - 9:00 a.m. - 11:45 a.m.

  • Track 1 (Life & Health) - Position Your Benefits Agency For Sale To A Bank

  • 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 a 20 minute overview of their products and enrollment solutions followed by a panel session on how to approach your clients this fall.

  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)

Wednesday Afternoon - 07/30/08

• Private Company / Organizational Meetings - If you have many of your key personnel in attendance, this is an opportunity to spend some time planning and / or training.
• Workplace Benefits Association Advisory Board Meeting - 12:00 p.m. - 1:30 p.m.

Thursday - 07/31/08

• Private Company / Organizational Meetings - If you have many of your key personnel in attendance, this is an opportunity to spend some time planning and / or training.

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

Proviso
The Workplace Benefits Association does not sell workplace benefits and is not in the business of offering advice.
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