Workplace Benefits Mania 2008

Speaker List By Last Name

+ Agenda Workplace Benefits Renaissance 2009


Workplace Benefits Association

Training - Relationships - Access - Information - Networking

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 Contact Info 

Attendee Registration Sponsor / Exhibitor Registration
  • Bernett Judy, Office Manager, ASI, 602-866-2004x228, 800-638-2610x228
  • Biondi Larry, COO, Grand Vacations, 941-551-7885 Ex 140
  • Capone Christopher, Assistant VP, Affinity Sales, Liberty Mutual Insurance Company, 617-574-5749, 800-260-2169
  • Duffey Mark, CEO, Everest Funeral Package. LLC, 713-993-0844, 800-913-8318
  • Freund Daniel, President, Common Census, Inc., 207-854-5454 X103, 800-552-7373
  • Goodwin Dave, Owner, Dave Goodwin Associates, 305-865-0158
  • Keck Mark, Executive Vice President, TriHealix, 203-845-0551 x228
  • Kwicien Jack, Managing Partner, Daymark Advisors, LLC, 443-524-4139
  • LaChapelle William, President, Oxford Life Insurance Company, 888-800-3416
  • Macdonald John, Vice President, Agency Revenue Tools, 207-935-3761, 888-756-8647
  • Milam John, Executive Vice President, Willis of Tennessee, Inc., 865-583-3744
  • Orr Wendee, Account Executive, Unitrin Direct Preferred Insurance, 423-296-7955, 800-523-3796
  • Ouimet Jim, Executive Vice President, FLEX Financial Software, Inc., 215 862 3080
  • Paumier Don, National Program Director, Travelers Insurance, 503-534-4269
  • Pike Asa, President, Agency Revenue Tools, 207-935-3761, 888-756-8647
  • Piper Erick, Vice President, Marsh Voluntary Benefits Practice, 952-826-3814
  • Podgurski Walter, Chairman & CEO, InsuranceBroadcasting.com, 330-425-8399, 888-282-1765
  • Rodriguez Randy, Account Executive, MetLife Voluntary Benefits, 949-471-2329
  • (Sylver Marshall) C/O Finck Paul, Managing Director, Spartan Investment Management, LLC, 917-887-1820
  • Tate Buck, Sales Consultant, Unum, 407-497-0420
  • Tillson Peter, Vice President, Worksite Marketing, Boston Mutual Life Insurance, 781-828-7000 X248, 800-669-2668 x248
  • Traynor Marty, Vice President, Voluntary Benefits, Mutual of Omaha, 402-351-2839
  • Velto William, Vice President - Worldwide, AIG/AIU, 845-398-0195
  • Walkotten Wayne, Senior Vice President, Marsh, Berry & Company, Inc., 616-723-8372
 

Workplace Benefits Renaissance 2009
March 10, 11 & 12 - Tropicana Casino & Resort, Atlantic City, NJ

Build your voluntary benefits revenue stream!
Industry "Movers & Shakers" Attendees 110 Leading Industry Exhibitors 
  Field Proven Expert Speakers
Special "Auto & Home"
Payroll Deduction Workshop		  

Registration Fees

3-Day Meeting / Exhibit Hall / Reception / Luncheon Pass (This registration includes: all general session, break-out and exhibit hall sessions) - Licensed Agent - $199.00 - Non-Agent - $249.00

1-Day Meeting / Exhibit Hall / Reception / Luncheon Pass (This registration includes: all general session, break-out and exhibit hall sessions) - Licensed Agent - $129.00 - Non-Agent - $179.00

Wednesday Reception & Thursday Morning Pass - Licensed Agent - $59.00 - Non-Agent - $99.00

  
Agenda Floor Plan Hotel Exhibitor List
Speakers Attendee Registration Sponsor / Exhibitor Registration Sponsor List

  • Atlantic City is within a 6-hour drive of 1/3 of the U.S. Population
  • The Tropicana has ballroom space for 110 Exhibitors
  • The Tropicana room rate is $89.00 (plus tax) and includes complimentary access to the Tropicana Health Club with the following amenities: indoor pool, exercise room, and whirlpool and sauna.
  • Special LTC agenda track in conjunction with the American Association for Long-Term Care Insurance.

The Quarter, a mega-million dollar dining, shopping and entertainment complex located at Tropicana Casino and Resort, debuted in November 2004 as one of the largest non-gaming expansions in Atlantic City.  Celebrating 1940s Havana, the three-story, 200,000-square-foot indoor facility replicates the Cuban capital’s vibrant “Old World” streetscape, representing the first Las Vegas-style destination in Atlantic City.  As Havana was home to the original Tropicana Casino and Resort, destiny has come full circle.   The Quarter also boasts the Havana Tower with 505 new guest rooms and group facilities that nearly double meeting space.  Tropicana Casino and Resort is now the largest hotel in the state of New Jersey, encompassing 14 acres along Atlantic City’s famed Boardwalk and beach.

Agenda Overview

Tuesday - 03/10/09 - Registration - 7:00 a.m. - 6:00 p.m.

Track 1 - Voluntary Benefits Marketing Track 2 - Long-Term Care Insurance Track 3 - Limited Benefit Medical Plans
8:30 a.m. - 9:30 a.m. - Breakfast Round-Tables 8:30 a.m. - 9:30 a.m. - Breakfast Round-Tables 8:30 a.m. - 9:30 a.m. - Breakfast Round-Tables
9:30 a.m. - 10:15 a.m. - Prospecting 9:30 a.m. - 10:15 a.m. 9:30 a.m. - 10:15 a.m.
10:15 a.m. - 11:00 a.m. - Selling The Employer 10:15 a.m. - 11:00 a.m. 10:15 a.m. - 11:00 a.m.
11:00 a.m. - 11:15 a.m. - Break 11:00 a.m. - 11:15 a.m. - Break 11:00 a.m. - 11:15 a.m. - Break
11:15 a.m. - 12:00 Noon -  Case Set-Up 11:15 a.m. - 12:00 Noon - 11:15 a.m. - 12:00 Noon -
12:00 Noon - 2:00 p.m. - Lunch in Exhibit Hall 12:00 Noon - 2:00 p.m. - Lunch in Exhibit Hall 12:00 Noon - 2:00 p.m. - Lunch in Exhibit Hall
2:00 p.m. - 2:45 p.m.  - Enrollment Best Practices 2:00 p.m. - 2:45 p.m. 2:00 p.m. - 2:45 p.m.
2:45 p.m. - 3:00 p.m. - Break 2:45 p.m. - 3:00 p.m. - Break 2:45 p.m. - 3:00 p.m. - Break
3:00 p.m. - 3:45 p.m. - Strategic Partnering 3:00 p.m. - 3:45 p.m. 3:00 p.m. - 3:45 p.m.
4:00 p.m. - 5:00 p.m. - Reception in Exhibit Hall 4:00 p.m. - 5:00 p.m. - Reception in Exhibit Hall 4:00 p.m. - 5:00 p.m. - Reception in Exhibit Hall
  This Special LTC track is co-sponsored in conjunction with the American Association for Long-Term Care Insurance.  
     
     

Wednesday - 03/11/09 - Registration - 7:00 a.m. - 6:00 p.m.

Track 1 - Affinity Marketing Track 2 - Critical Illness Insurance Track 3 - Carrier Issues
8:30 a.m. - 9:30 a.m. - Breakfast Round-Tables 8:30 a.m. - 9:30 a.m. - Breakfast Round-Tables 8:30 a.m. - 9:30 a.m. - Breakfast Round-Tables
9:30 a.m. - 10:15 a.m. - Multiple-Product Platforms 9:30 a.m. - 10:15 a.m. 9:30 a.m. - 10:15 a.m. - Recruiting
10:15 a.m. - 11:00 a.m. - Unions 10:15 a.m. - 11:00 a.m. 10:15 a.m. - 11:00 a.m. - Training
11:00 a.m. - 11:15 a.m. - Break 11:00 a.m. - 11:15 a.m. - Break 11:00 a.m. - 11:15 a.m. - Break
11:15 a.m. - 12:00 Noon -  Credit Unions 11:15 a.m. - 12:00 Noon - 11:15 a.m. - 12:00 Noon - Motivating
12:00 Noon - 2:00 p.m. - Lunch in Exhibit Hall 12:00 Noon - 2:00 p.m. - Lunch in Exhibit Hall 12:00 Noon - 2:00 p.m. - Lunch in Exhibit Hall
2:00 p.m. - 2:45 p.m.  - Associations 2:00 p.m. - 2:45 p.m. 2:00 p.m. - 2:45 p.m. - Billing
2:45 p.m. - 3:00 p.m. - Break 2:45 p.m. - 3:00 p.m. - Break 2:45 p.m. - 3:00 p.m. - Break
3:00 p.m. - 3:45 p.m. - The "Payroll" Companies Are Coming 3:00 p.m. - 3:45 p.m. 3:00 p.m. - 3:45 p.m. - Underwriting & Compliance
4:00 p.m. - 5:00 p.m. - Reception in Exhibit Hall 4:00 p.m. - 5:00 p.m. - Reception in Exhibit Hall 4:00 p.m. - 5:00 p.m. - Reception in Exhibit Hall
  This special Critical Illness track is co-sponsored in conjunction with (NACII) The National Association for Critical Illness Insurance.  
     
     

Thursday - 03/12/09 - Registration - 7:00 a.m. - 12:00 Noon

Track 1 - Payroll Deducted "Auto & Homeowners" Track 2 - Agency Management Track 3 - Medical Plan Trends & Updates
8:30 a.m. - 9:30 a.m. - Breakfast In Exhibit Hall 8:30 a.m. - 9:30 a.m. - Breakfast In Exhibit Hall 8:30 a.m. - 9:30 a.m. - Breakfast In Exhibit Hall
9:30 a.m. - 10:15 a.m. - Carrier Presentations 9:30 a.m. - 10:15 a.m. - Mergers & Acquisitions 9:30 a.m. - 10:15 a.m. - Legislation Update
10:15 a.m. - 11:00 a.m. Producer Presentations 10:15 a.m. - 11:00 a.m.- Website Best Practices 10:15 a.m. - 11:00 a.m. - Defined Benefit Vs. Defined Contributions
11:00 a.m. - 11:15 a.m. - Break 11:00 a.m. - 11:15 a.m. - Break 11:00 a.m. - 11:15 a.m. - Break
11:15 a.m. - 12:00 Noon - Panel Q&A 11:15 a.m. - 12:00 Noon - Search & Ad Words - Helping Local People Find You 11:15 a.m. - 12:00 Noon - Supplemental Revenue Streams
     
     
     

  

Agenda Floor Plan Hotel Exhibitor List
Speakers Attendee Registration Sponsor / Exhibitor Registration Sponsor List
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   walt@insurancebroadcasting.com 		   
 
Michael Flynn
CIO, michael@insurancebroadcasting.com 		   
  InsuranceBroadcasting.Com, Ltd.   www.insurancebroadcasting.com
  INSURANCE NEWSCAST   www.insurancenewscast.com
  Workplace Benefits Association   www.workplacebenefits.org
  Insurance Media Association   www.insurancemedia.net

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