Reinvent Benefits - Your "Benefits Agency" Is Still
A "Goldmine" With Or Without Healthcare Commissions!

Mobile Apps For Benefit Brokers - - Only Part Of The Story.  

Every attendee will learn how to gain access to a set of tools that will not only sustain business, but actually improve positioning and profits.

  • A "Pre-Approach Template" For: E-Mail or Regular Mail, With Or Without Video.

  • An Integrated "Employer Approach Script."

  • An Employer "PowerPoint Sales Presentation."

  • An Integrated "Employer Sales Script."

  • An Integrated "Employee Benefits Profile Checklist."

  • An Integrated "Enrollment Expert Selection Guide."

  • Worksite Math.

  • Proposal Assist.

  • Special Mobile Phone "Reinvent Benefits Mobile Apps" To Boost Your Benefits Production That Will Be Revealed The Morning Of Wednesday, July 28th.

Every one of these tools have been updated and improved to “LEVERAGE” the changes that are part of the Affordable Care Act (ACA), (AKA the "Account Acquisition Opportunity Act). Every attendee will have the use of these tools free through the end of 2010 - they are included in your registration fee.

You can't afford to miss this conference that is timed immediately prior to the healthcare reform changes that take effect in September; and by the way, your clients need you more now than they ever have!

We are assembling the best and the brightest in the employer and employee funded benefits area to deliver the most relevant, sensible, and valuable content that can be put to immediate use in the field.

The registration fee is only $197.00 and the convention discounted room rate at the Paris Hotel in Las Vegas in only $89.00. Space will sell out quickly so don't delay registering.


Workplace Benefits Association

 

The Workplace Benefits Association Presents: "Healthcare Affinity" & "Workplace Benefits Mania"Click Here To Be Admitted To Workplace Affinity

Attendee Registration $197
Register Now

 

Healthcare Reform will mean change, but it can also mean O - P - P - O - R - T - U - N - I - T - Y - !

Save the dates: July 26th - 28th 2010 Paris Hotel Las Vegas NV

Agenda Floor Plan Hotel Registration
Sponsor List Exhibitor List Attendee List

Agenda

Monday, July 26th - "Pre-Conference Workshops"

Tuesday, July 27th - "Workplace Benefits Mania" / "Healthcare Affinity"

8:00 a.m.  - 10:00 a.m.
Coffee In Exhibit Hall
Sponsored by - Transamerica Worksite Marketing


8:15 a.m. - 9:15 a.m. - (Room A)
What Will Healthcare Delivery Look Like Going Forward? - What you will be able to sell to employers and employees going forward is going to be largely impacted as healthcare reform takes effect. This session will be led by professionals that have definite ideas on what the employer options are going to be and how you can play a role and fill the voids.

Dave Cirulis
Vice President Sales
Trustmark Voluntary
Benefit Solutions
Read Dave's Bio

Gregg Lehman, PhD
President & CEO
Health Fitness Corporation
Read Gregg's Bio

John W. Penko
Senior Vice President
American General Life Companies

Employee Benefit Solutions

Read John's Bio

Reid Rasmussen
President
Benefit Brainstorm
Read Reid's Bio

9:30 a.m. - 10:15 a.m. - (Room C)
What Existing Workplace Products / Services Are We Going To Lead With Going Forward? - Phase 2 of the impact of healthcare reform on broker marketing will be determining what products and services are going to remain unchanged and ensure you have a client at the end of the legislative process.
What New Benefit Products / Services Are Going To Emerge And Explode Onto The Scene?- Phase 3 of the impact of healthcare reform on broker marketing will be determining what products and services are going to emerge as "must have" from the employer and employee perspective and how to put them into your employer reviews right now (before your competition does)
 
Mitchell Besvinick
President
InnoBenefits, LLC
Read Mitchell's Bio
  Ken Holderbaum
Managing Partner
Key Benefit Resources
Read Ken's Bio
Tim Adkisson, CLU, ChFC, CFP®
National Sales Vice President
Symetra Life Insurance Company

Read Tim's Bio

10:30 a.m. - 11:30 a.m. - (Room A)
Transition Strategies For A New Marketplace Environment: From "Healthcare" Broker To "Benefits" Broker- Phase 4 of the impact of healthcare reform on broker marketing will be determining your message and positioning with the employer and employees. Clients are going to be looking for advisors that can help them navigate the changes and offer solutions to financial protection needs. These speakers will explain how to frame your "unique competitive advantage" for employers.
Ronald Agypt
Vice President Broker Sales
Aflac
Read Ron's bio
TJ Gibb
Humana
Specialty Benefits
Read TJ's Bio
Graem Clark
Assistant Vice President of National Accounts
Colonial Life & Accident Insurance
Read Graem's Bio

Robert S. Shestack, WBC
Managing Director - National Sales Leader
Marsh US Consumer Employer Benefits
Read Rob's Bio



10:30 a.m. - 11:30 a.m. - (Room C)
Career Enrollers – How To Increase Your Business! - Many industry people see a declining role for face-to-face enrollment; hence, less of a demand for your specialty. So the days of just showing up and talking to the employees in a pre-arranged setting in exchange for a fair daily rate are still there, but they most likely will be reducing in numbers, and perhaps have done so already. What do you do? You adapt, you embrace change, you learn new skills, and you learn to market yourself in new ways. This special workshop is for career enrollers where you will be provided a personal business plan for developing new broker relationships in your geographic area. Your skill at employee communication and enrollment can still be a valuable asset, if you combine it with some additional knowledge and new relationship development. Long-term enrollment trends are not your friend. The market share for personal enrollment services itself may be decreasing, but here is the good news: A smaller share, but of a larger market for voluntary benefits, means more opportunity than ever. But it isn’t going to look the same as it does now.


11:30 a.m.  - 1: 15 p.m. - (Exhibit Hall)
Lunch In Exhibit Hall Sponsored by: UNUM
Italian Buffet
Crisp Romaine Lettuce Tossed with Shaved Romano Cheese and Herbed Croutons, Caesar Dressing
Marinated Artichoke Salad
Provencal Tomato, Red Onion and Cucumber Salad
Rigatoni Pasta and Chicken Tarragon Pinenut Salad
Penne Pasta with Roma Tomato Basil Sauce
Tagliatelli Pasta with Sweet Italian Sausage, Mushroom and Red Onions in a Creamy Parmesan Sauce
Grilled Chicken Breast with Pesto and Roasted Garlic Sauce
Sicilian Meatballs with Lyonnaise Tomato Sauce
Parmesan Cheese, Crushed Red Pepper
Basket of Freshly Baked Ciabatta and Rosemary Breads
Biscotti, Tiramisu, Lemon Tart, Ricotta Tart and Espresso Tart

 


1:15 p.m. - 2:15 p.m. - (Room A)
"Enrollment Expert Selection Guide"  Workshop - There has never been a wider array of options for enrolling employees: paper, laptops, Internet, kiosk, outbound marketing, inbound marketing, and there are more. This session will offer the first view of one of a set of tools that will be introduced Wednesday morning to help you help your clients choose the best enrollment solution for their particular circumstances.
     
Ron Kleiman
President
BenefitVision
Read Ron's Bio
Jordan K. Nadel
President
Falcon Technologies, Inc.
Craig Stephens
Vice President of Sales
Selerix Systems, Inc.
 
 

1:15 p.m. - 2:15 p.m. - (Room C) "Delivering an “Obamacare-Proof” Benefits Package: How to Successfully Package, Promote and Deliver Comprehensive & Cost-Effective Benefits Solutions that Satisfy all Health Care Reform Requirements."

William C. Short
President & CEO
AmeriFlex

Read William's Bio

Jeremy Hedrick
Assistant Vice President
Core Five Solutions, Inc.
Read Jeremy's Bio


2:30 p.m. - 3:45 p.m.  - (Room C)
Digital Marketing Technology - Drag and drop has evolved to the point where you can produce amazing dynamic audio/visual content without being an expert. You use the vendors templates customized for you and your clients, at a tiny fraction of the cost and complexity of starting from zero. You can deliver your message in a most sophisticated and impressive manner, and the tracking and other features are really going to astonish you.
Daniel Freund
President
Common Census
Read Dan's Bio
Wayne Wall
 CEO
Flimp Media Inc.
Read Wayne's Bio

2:30 p.m. - 3:45 p.m. - (Room A)
.Enrollment Expo - Session 1 - Enrollment Expo has rapidly become one of the favorite part of the meetings for many people. It is a chance for enrollers, brokers, and organizations that provide enrollment solutions and hire enrollers to all meet face-to-face.
 

3:45 p.m.  - 4:45 p.m. - (Exhibit Hall)
Opening Wine & Cheese Reception In
Exhibit Hall 
Sponsored by
 Allstate Workplace Division
Imported Cheese Board, La Grande Collection Served with French Bread
Petit Pain and assorted Crackers
Freshly Sliced Seasonal Fruit Display

Fresh Vegetable Crudite, Roasted Garlic and Ranch Dips


4:45 p.m. - 5:45 p.m.
Private Receptions By Invitation

Located Burgundy Wine room Located Bordeaux Wine room

Wednesday, July 28th - "Workplace Benefits Mania" / "Healthcare Affinity"


7:00 a.m. - 8:15 a.m. - 
Breakfast By Invitation


Advisory Board Meeting

Located Burgundy Wine room Located Bordeaux Wine room


Fluffy Scrambled Eggs with Fresh Chives
Crisp Smokehouse Bacon
Ham Steak
Traditional Hash Browns with
Caramelized Vidalia Onions
French Butter Croissants
Assorted Muffins and Breakfast Pastries
Assorted Chilled Fruit Juices
Sliced Seasonal Fruit
Assortment of Cold Cereals, Lowfat and Skim Milk

Selection of Fruit Preserves and Butter

8:00 a.m.  - 10:00 Noon -
Coffee In Exhibit Hall

Sponsored by -
Transamerica Worksite Marketing


8:15 a.m. - 8:45 a.m. - (Room B)
"Benefits Plan Affinity" - Turnkey Marketing Solutions & Systems - This session will reveal the following “Reinvent Benefits Briefcase Complement!" that will be provided to all attendees:
  • A "Pre-Approach Template" For: E-Mail or Regular Mail, With Or Without Video.

  • An Integrated "Employer Approach Script."

  • An Employer "PowerPoint Sales Presentation."

  • An Integrated "Employer Sales Script."

  • An Integrated "Employee Benefits Profile Checklist."

  • An Integrated "Enrollment Expert Selection Guide."

  • Worksite Math.

  • Proposal Assist.

  • Special Mobile Phone "Reinvent Benefits Mobile Apps" To Boost Your Benefits Production That Will Be Revealed The Morning Of Wednesday, July 28th.

 


 
Walt Podgurski, CEO
Insurance Broadcasting / Workplace Benefits Association

8:45 a.m. - 9:45 a.m. - (Room B) Keynote Presentation by Dr. Ronald S. Leopold, MD, MBA, MPH, VP Institutional Benefits, MetLife - WHAT EACH GENERATION WANTS AND NEEDS FROM BENEFITS. Tailoring programs to maximize retention and productivity. It’s easier than you think     

No one expects a 23 year old Gen Y and a 55 year old Boomer to share the same tastes in music or clothing, so why would they want the same things from their workplace benefits- especially when it comes to work-life balance?  This presentation offers a fresh, original take on why employee benefits should be recalibrated to satisfy the hearts and minds of each of the four generations in the workforce – and how to do it without adding complexity and cost.

Learning Objectives:

Understand how and why generations are different from each other and what this means for attitudes to benefits in the workplace.
Learn why there is a business advantage to adopting a generational approach to benefits.
Discover how to “generationalize” benefits solutions and strategies around life, financial security and health needs and mind-sets.

Read Dr. Leopold's Biography


10:00 a.m. - 10:30 a.m. - (Room C) 
Leading With Services Workshop - Gaining new clients can be a daunting task. This session will surprise you with non-insurance ideas that aren't mainstream yet, but employers and employees like them (a lot) (and your competition isn't offering them yet). Come to this session with an open mind and leave with some exciting new tools for your benefits menu offering.
Ryann Smith
 National Account Manager - Broker Division
LutherSales Furniture & Appliance
Dawn Maahs
Regional Sales Manager
Purchasing Power
Read Dawn's Bio
Patricia Grace
CEO
Aging with Grace
Read Patricia's Bio

10:00 a.m. - 10:30 a.m. - (Room B) Dependent Eligibility Audits - Tony Schy Chapman Kelly

Dependent Eligibility Audits are a valuable offering that have traditionally been executed only by large employers.  That dynamic has changed dramatically over the last eighteen months.   All employers can now benefit.   Learn how to market this incredibly beneficial product to your existing clients and prospects.  Timing is everything-- learn why the recent changes in Washington make this service more valuable than ever.   

 

12:00 Noon - 1:30 p.m. - (Room B) Worksite Marketing Hall-Of-Fame Luncheon
Sponsored by - Aflac for Brokers

Mesclun Field Greens with Macintosh Apples, Roquefort Cheese, Candied Walnut Dressing   Roasted Salmon with Teriyaki Glaze
Red Fruit Sorbet, Garnished with Fresh Mint 
 


2010 Worksite Marketing Hall-Of-Fame Inductees


Dan Amos
Chairman & Chief Executive Officer
Aflac Incorporated

Paul Shelby Amos
Co-Founder
Aflac Incorporated

Jim Christenson
Field Vice President
Allstate Workplace Division
Read Jim's Bio

Rob Shestack
Managing Director - National Sales Leader
Marsh US Consumer Employer Benefits
Read Rob's Bio

1:30 p.m. - 2:15 p.m.  (Room C)
"Espree FDIC Insured Payroll Bank Card" Workshop - A debit card (also known as a bank card or check card) is a plastic card that provides an alternative payment method to cash when making purchases. Functionally, it can be called an electronic check, as the funds are withdrawn directly from either the bank account, or from the remaining balance on the card. The use of debit cards has become widespread in many countries and has overtaken the check, and in some instances cash transactions by volume. Like credit cards, debit cards are used widely for telephone and Internet purchases, and unlike credit cards the funds are transferred from the bearer's bank account instead of having the bearer to pay back on a later date. This is going to be a huge area going forward and you need to approach your clients before your competition does.
  1. Espree is a very “easy entrée” for opening new accounts.
  2. Espree increases the trust and expands the relationship with existing accounts.
  3. Espree boost’s agency revenues and profits.
  4. Espree multiplies agency valuation 3x – 8x for each dollar of increased profit.
  5. Espree offers the occasion to assemble a complete menu of voluntary products for the employees.
  6. Espree puts in place a hedge against the impact of unfavorable legislation.
  7. No insurance license is required to sell Espree.
  8. Commissions are level for the lifetime of the Espree card’s existence.
  9. Espree generates face-to-face access with all employees.
  10. There are HUGE Espree benefits for both the employer and the employee.

Cherie Fuzzell,
President
FirstView, LLC:
Jim Ouimet
Marketing Consultant
Workplace Affinity

1:30 p.m. - 2:15 p.m. - (Room A) .Enrollment Expo - Session 2 - Enrollment Expo has rapidly become one of the favorite part of the meetings for many people. It is a chance for enrollers, brokers, and organizations that provide enrollment solutions and hire enrollers to all meet face-to-face.
 

2:15 p.m. - 3:00 p.m. - (Room C)
Associations / Credit Unions / Federal Employees / Hospitals / Schools / Unions / & Other Niche Markets - Have you noticed that successful people and organizations often tend to work in specific niches? You can’t be an authority in everything but you can become highly skilled in distinctive areas of your choosing risinters to come and talk about their "niche."

Marvin Wilkerson
President

TCB Insurance Group,LLC

Neal Lucchi
Senior Vice President, Voluntary Products
HM Insurance Group
Read Neal's Bio


3:00 p.m. - (Room C) 
Grand Prize Drawing & Door Prizes

 


“WOW” and “RETAIN” your employer clients…
keep out competition… and gain new clients!
 


V
oluntary Employee Benefits Board

Leveraging Change

2010 VEBB Conference Agenda

 2010 VEBB Registration is $225 Register Online Now for VEBB
(Please note this is a SEPERATE Registration from the Workplace Benefits Mania)

Held in the Champagne Ballrooms 1 & 4

Sunday, July 25

6:00 – 8:30 p.m.

Registration table open

6:30 - 7:00 p.m.

Welcome reception for 1st time VEBB attendees and Past Presidents - Champagne 1

7:00 – 8:00 p.m.

Opening reception for all VEBB attendees - Champagne 1

Includes your choice of cocktails, beer, wine, soda, juice and bottled water along with an assortment of cheese, fresh fruit and hot hors d’oeuvres

Monday, July 26

7:00 – 8:00 a.m.

Registration table open

7:00 – 8:00 a.m.

Breakfast buffet - Champagne 4

Includes fruit, cereal, scrambled eggs, meat, potatoes, pastries, coffee, tea and juice

8:00 – 8:30 a.m.

Welcome – Alvin Heggie, VEBB President

·       Introduction of conference attendees

·       Recognition of Past Presidents, introduction of Past Presidents’ Council

8:30 – 9:00 a.m.

Dave Armstrong, President and Chief Executive Officer Benefit Solutions

The passage of health insurance reform legislation represents a historic victory for the American people.  America's families and businesses will not only get relief from skyrocketing health care costs but will now have more control over their health care.

9:00 – 9:30 a.m.

Group discussion

Healthcare reform and its impact on our industry

9:30 – 9:45 a.m.

Coffee break

9:45 – 10:45 a.m.

 

Gil Lowerre, Eastbridge Consulting: 2020 Plus – A Look Ahead

Eastbridge updates their classic 2003 study, ‘2020: A Clearer Vision of the Future’ with current insights and predictions for the industry.

10:45 – 11:45 a.m.

Pat Cronin, LIMRA: Changes Impacting the Voluntary Marketplace

LIMRA looks at changes in employers' benefit strategies, attitudes, buying behaviors and enrollment process.  It will explore the challenges and opportunities carriers face when using new technologies to communicate with producers, employers and consumers.  It will draw insights from LIMRA’s research on social media and producers’ use of technology, as well as the 2010 employer study.

11:45 a.m. – 12:30 p.m.

Lunch buffet - Champagne 4

Includes an assortment of salads, meats and cheeses served with freshly baked specialty breads, French pastries, coffee and tea

And don’t miss the presentation of the 1st VEBB Superstar Award winner!

12:30 – 1:15 p.m.

Product Forum – Interactive Discussion on Design, Risk and Opportunities

Be among the first to hear preliminary survey results from LIMRA on actions carriers are planning to their voluntary portfolio due to health care reform.  Then break into small groups to discuss:

·       Critical Illness

·       Disability Insurance

·       Health Care Reform

·       Supplemental Hospital Indemnity/GAP/Accident

·       Whole Life/UL/Term

1:15 – 1:30 p.m.

Break

1:30 – 2:15 p.m.

Meeting the Changing Enrollment Needs of Consumers and Brokers

Our esteemed panel will discuss how and why a growing number of insurance carriers have developed in-house enrollment capabilities as an alternate solution to accommodate the needs of their brokers.    

·       Chris Bernardine, Vice President Wingspan and National Relationships – Aflac

·       Phil Brimer, Field Vice President – Allstate Workplace Division

·       Connie Taylor, Voluntary Benefits Product Director – Principal Financial Group

2:15 – 2:30 p.m.

Break

Includes an assortment of cookies and brownies, soft drinks and bottled water

2:30 – 3:15 p.m.

Carol Egan, Trustmark: Digital Communications – The Challenge of Continuous Change

In 1980, marketers had six media options.  Twenty years later, the options had more than doubled - to 15.  Now, in 2010, just ten years later, another doubling to 31.  This is geometric expansion of options for ad placement.  How does today's marketer not just keep up but also wisely choose the options which best achieve their business objectives?

3:15 – 4:00 p.m.

Rob J. Thurston, HR Consulting Group, Inc.: Leveraging Change via Health Reform

Hear how health care reform legislation will impact voluntary benefits, brokers and employers, and learn what we all need to do to prepare for these changes.

4:00 – 4:30 p.m.

Closing session – Alvin Heggie

5:00 – 6:00 p.m.

Closing reception for all VEBB attendees

Includes your choice of cocktails, beer, wine, soda, juice and bottled water along with an assortment of chips and other dry snacks and dips

8:30 am - 10:30am New! Wellness Certification Course - Located in the Burgundy Wine Room
Register Now for NAHU
(Please note this is a SEPARATE Registration from the Workplace Benefits Mania)

NAHU is sponsoring a new Wellness Certification course that addresses these issues in a comprehensive overview that draws upon dozens of sources. Approved for two hours of continuing education for insurance in 48 states.

The cost of this course is $60 for NAHU members and $85 for non-members.  The cost is $50 for NAHU members and $75 for non-members who register on-line   Certification in Wellness expertise will be provided following completion of the course and an online examination with a passing grade. 


12:30 am - 4:30 am New !
CDHC Certification Course - Located in the Burgundy Wine Room
Register Now for NAHU (Please note this is a SEPERATE Registration from the Workplace Benefits Mania)

Consumer-directed health care options, including those for Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs) and Health Reimbursement Arrangements (HRAs), have opened a wealth of opportunities for consumers.  These opportunities have created new responsibilities for agents and brokers, and advising clients in these areas is more difficult and time-consuming than it has been in the past.

The four-hour course is approved for four hours of insurance continuing education credit. Certification in CDHC expertise will be provided following completion of the course and an online examination with a passing grade.

Floor plan

Exhibitor Registration is now open

Our Standard booth package is $2495 and includes;

  • 10' x 10' booth with table & chair.

  • 2 All Access Attendee Registrations

  • Your Companies Description and information in our program

  • The Attendee Registration report with Complete contact information for all 700 Attendees

Register as an Exhibitor Now

to reserve your space at the industries #1 Event

101 Allstate Workplace Division
103 Aflac
104 Aflac
106 Trustmark Voluntary Benefit Solutions
107 Luther Sales
201 Allstate Workplace Division
203 Humana Specialty Benefits
204 H & G
206 Transamerica
207 Transamerica
300 Purchasing Power
301

American Public Life Insurance Company

303 Legal Access Plans
304 Merchant Benefit Administration
306 ING
307 Colonial Life
401 Combined Insurance Worksite Solutions
403 HR Consulting Group, Inc
404 Employee Benefit Advisor
406 Rough Notes Magazine
407 Colonial Life
501 Cobra Guard
503

HR.com

504 American Sentinel Insurance Company
506 Info Armor
507 HM Insurance Group
601 NACII
603 Key Benefit Resources
604 Paylogix
606 Benefits Selling
607 Selerix
703 National Guardian Life
704 TCB Insurance / Conseco Worksite
706 American Worker Plan
707 AmeriFlex
803 Brokers National Life
804 Pan-American Benefits Solutions
806 Core Five Solutions
807 AmeriFlex
901 Assurant Inc.
903 Leaders Edge Magazine
904 Framework Health Plan
906 FirstView, LLC
907 Everest Funeral
1001 Insurance Broadcasting.com
1003 Falcon Technologies
1004 Always Care
1006 Uniworld
1007 Everest Funeral
1101 Agency Revenue Tools
1103 Hooper Holmes Services
1104 Chapman Kelly
1106
Outlook Vision
1107

American General Life Companies

1201 Special Insurance Services
1203 Boston Mutual Life Insurance Company
1204 Texas Life
1206 The Boon Group
1207 Symetra Life Insurance Company
1300 Flimp Media Inc.
1301 Pet Assure
1303 Aetna
1304 IBM/Genelco Software Solutions
1306 Coverdell
1307 Metlife
1401 Common Census
1403 Unum
1404 Workplace Benefits Association
1406 Lincoln Financial Group
1407 Lincoln Financial Group

 

Hotel

Paris Hotel and Casino Las Vegas NV
only $89.00 a night
July 23rd - 30th, 2010
 
Book your room online now

or

Paris Reservation 877-603-4386
Group Code SPWBA0

Sponsor List - Contact Michael Flynn 888-282-1765 for more information.

"Name Tags"

Sponsored by- Aflac
 

Registration Desk

Sponsored by- Aflac

Conference Signage

Sponsored by- Aflac

Opening Lunch in Exhibit Hall

Sponsored by -
 

Opening Wine And Cheese Reception

Sponsored by- Allstate Workplace Division
 

Hall of Fame Luncheon

Sponsored by- Aflac
 

2009 "Key Card Books & Agenda Single Sheet "Quick Guide"

Sponsored by- AmeriFlex

"Program Guide" 4-Color Front & Back Cover

Sponsored by- Colonial Life

Workplace Benefits Renaissance 2009 Conference Tote Bags

Sponsored by- HM Insurance Group

Fresh Brewed Coffee

Tuesday Morning

Sponsored by- Transamerica
 

Fresh Brewed Coffee

Wednesday Morning

Sponsored by- Transamerica

Tuesday Evening Reception - By Invitation Only

Sponsored by- Aflac

100 People - Located in Champaign Ballroom

Tuesday Evening Reception
By Invitation Only

Sponsored by- Luther Sales

Located Burgundy Wine room
 

Tuesday Evening Reception - By Invitation Only

50 People  - Located in Bordeaux Wine room
 

Available!

Wednesday Breakfast - By Invitation Only

Advisory Board Meeting

Wednesday Breakfast - By Invitation Only

50 People Located in Burgundy Wine room
 

Available!

Wednesday Breakfast - By Invitation Only

Sponsored by- Purchasing Power

50 People Located in Bordeaux Wine room
 

 

Exhibitor List -

Aetna - Worksite Marketing
Kelli LeGeyt,
Marketing Manager, Voluntary Products
151 Farmington Avenue, RW4A                   Hartford, CT  06156
860.659.8714
LegeytK@aetna.com

Aetna / Strategic Resource Company (SRC)
Aetna Affordable Health Choices®

Limited Benefits Insurance Plan
Julian B. Emerson, Head of Market Development. 221 Dawson Road Columbia, SC 29224-3759. 803.333.1706 emersonj@aetna.com

 

Aetna is one of the nation’s leading insurance carriers, serving over 36 million people with information and resources to help them make better informed decisions about their benefits. Offering a broad range of insurance and products, including voluntary Dental, Life, AD&D, Vision, STD and LTD, Aetna provides benefits through employers in all 50 states.  Aetna’s voluntary products can help your clients reduce expenses while continuing to offer a comprehensive benefits package to attract and retain employees.  Our Worksite Marketing team will support your voluntary efforts by developing a marketing strategy, tailored to the individual employer, to communicate and support enrollment of our voluntary benefits. 

SRC, an Aetna company, offers limited medical benefit solutions to employers for part-time, hourly, and seasonal employees and full time employees not eligible for standard benefit programs.  We offer a wide range of voluntary products to help employers recruit and retain staff including medical benefits, pharmacy, dental, vision, wellness programs, life and disability insurance.

 

Aflac for Business
Aflac for Brokers
Cassandra Stallings
brokerrelations@aflac.com
888.861.0251


 

You get it all with Aflac for Brokers.  It starts with a single point of contact at Aflac for all your voluntary benefits needs.  Next, we have a broad product portfolio including both group and individual plans with guaranteed issue available on accounts with as few as 100 employees.  Take your pick from multiple enrollment options – face-to-face (with commissioned or per diem enrollers), telephonic or web-based.  And we can enroll your clients’ core benefits as well.  In addition, Aflac’s Wingspan Services and Solutions suite offers 10 different value added services.  Combine all this with competitive commissions and the strongest brand in the industry, and Aflac for Brokers is all you need to know for voluntary benefits.

Agency Revenue Tools
John W. Macdonald
Vice President
(888) 756-8647 x-101
(603) 239-3385 direct
john@agencyrevenuetools.com
www.agencyrevenuetools.com
Single Source billing for voluntary programs with multi-company, multi-product offerings is now affordable and manageable for sales organizations. Our system is in use by agencies and insurance companies, and can work for small groups and large groups( two Fortune 50 companies are clients of our clients).

Your organization can manage payroll deductions and track commissions accurately and efficiently while locking out the competition using Worksite Marketing Manager 2.0.
Allstate Workplace Division
W. Wayne Waktins, RHU
Executive Vice President, Distribution(904) 992-3358
wayne.watkins@allstate.com

www.allstateatwork.com

 

Allstate Workplace Division (AWD) is the #2 provider of supplemental insurance products in the industry today.  AWD offers the broadest product portfolio, with a wide range of quality and competitively priced life, health, disability, vision and dental products.  As one of the largest U.S. distributors of workplace insurance, AWD has more than 31,000 active workplace employer accounts, and in excess of 2.5 million worksite policy and certificate holders.  AWD products are actively sold through more than 29,000 independent brokers/agents as well as Allstate agencies countrywide.

Always Care
David Roth
Regional Vice President of Sales
888-729-5433 ext. 113
davidr@alwayscarebenefits.com

Stephen Perkins, CLU, RHU, Regional Vice President of Sales
888-729-5433 ext. 238
Cell: 803-367-2987
stephenp@alwayscarebenefits.com

Always Care Benefits, Inc. is a leading provider of individual and group ancillary benefits including dental, vision, life, disability and now group critical illness and accident insurance.  Declared one of “The Fastest Growing Private Companies in America” by Inc. magazine in 2009, AlwaysCare is committed to offering flexible, affordable plans and exceptional customer service. For more information, please visit www.AlwaysCareBenefits.com or call 1-888-729-5433, opt. 751

American General Life Companies
Employee Benefit Solutions
Danielle H. Chaput
2727-A Allen Parkway, 2-C1
Houston, TX  77019
P. (713) 831-3600
F. (713) 831-3289
danielle.chaput@aglife.com

American General has been keeping promises to American families and businesses for more than 150 years. Our products and flexible enrollment options provide multilevel solutions to meet the varied needs of today's workforce. From traditional group to voluntary solutions, we offer the kind of versatility that makes you indispensable to your clients.

American Public Life Insurance Company
Dees Hinton
National Sales Director
601-936-3203
At American Public Life we provide solutions for employers through a variety of supplemental insurance products. Our simplified-issue worksite portfolio includes voluntary group short and long term disability, individual term and whole life, supplemental medical, individual and group cancer, individual and group accident, limited benefit medical, and dental. Competitive worksite products backed by superior customer service; that’s what APL delivers.
American Sentinel Insurance Company
Albert W. Kieres Jr.
National Sales Manager
P.O. Box 61140
Harrisburg, PA 17106-1140
800-692-7338
Fax 717-657-9499
akieres@aegisfirst.com  
www.americasentinel.cc

American Sentinel is an A. M. Best “A” rated Niche Carrier that specializes in a unique Mini Medical Policy. Our plan pays an indemnity amount per occurrence with NO LIMIT on the number of occurrences. Our Limited Medical Plan is approved in 38 states. We also added a GAP program that covers Deductibles and Coinsurance of HDHPs. We are approved in 6 states with the Gap Product.

We have Participant Accident Coverage in all 50 states that include all sports teams, camps and one day events. We do have General Liability available. Individual Short-term Disability is available in 13 states.

American Worker
Jerry Van Ness, GBA
Regional Sales Manager
The American Worker Plans, Inc.
866-215-9300 x20
847-975-5868 cell

The American Worker Plans was founded in 1992 as a Managing General Agent for limited medical plans designed to provide healthcare coverage for "working uninsured" that were typically ineligible for an employer-sponsored plan. Today, AWP is one of the nation’s leading providers of these programs, and represents a variety of both employer-paid and voluntary/worksite products underwritten by many of the country's leading insurers. Specialties include customized fixed-indemnity medical plans that can stand-alone or be combined with stop-loss coverage to protect employees from catastrophic loss. This unique hybrid option creates an extremely cost-effective alternative to traditional major medical plans by efficiently addressing the most utilized healthplan components. In addition to fixed-indemnity models being exempt from compliance under the new regulations of the PPACA, the differential advantages of AWP include highly customizable plan designs, client-customized enrollment booklets and other employee communication materials, consolidated administration and billing along with any ancillary products, and flexible enrollment options based on group needs.

AmeriFlex
Scott Mardis
Senior Vice President Sales
302 Fellowship Road
Mount Laurel, NJ 08054
Internal Sales Support: 888-868-FLEX (3539)
Proposal Requests: info@flex125.com
www.flex125.com
Established in 1998 as an independent third-party administrator, AmeriFlex provides technology-based, consumer-driven benefits and compliance solutions to more than 18,000 clients representing approximately 3.5 million participants nationwide. The AmeriFlex product suite is supported by an industry-leading, integrated FSA/HSA/HRA/CRA debit card platform, the AmeriFlex Convenience Card®. The AmeriFlex Mongoose® solution provides an automated, cost-effective vehicle for ongoing administration and compliance of evolving COBRA requirements. Through ePOP, a Web-based document ordering system, AmeriFlex delivers POP plans and supporting documents within 15 minutes of an application submission.

AmeriFlex is recognized within the industry for its commitment to innovation and dedication to superior service, and has been honored with Benefit Selling Magazine’s Readers Choice Award for five consecutive years (2005-2009).
Assurant Employee Benefits
Ann Boldt

Sr. Human Resource Consultant - Sales and Marketing
2323 Grand Blvd.
Kansas City, MO  64108
Ph: 816-474-2792
Fax: 816-474-2619
ann.boldt@assurant.com
www.assurantemployeebenefits.com

Assurant Employee Benefits offers the strength and stability you can count on and is a national leader in all product lines based on number of contracts in force.* We are a part of Assurant, Inc., a Fortune 500 company and a member of the S&P 500 Index.  Assurant Employee Benefits is rated Strong (A-)  by Standard and Poors and our corporate headquarters in Kansas City, MO has been recognized as a “Best Company to Work For” according to Ingram’s magazine.

As one of the largest marketers of employee benefits in the United States, we offer the product diversity and security you seek in a benefits provider. Our core business is focused on small to mid-size employer groups. We specialize in custom-tailored plans for small to mid-size employers and offer a full line of Worksite and Voluntary products through the broker distribution channel.

Benefits Selling Magazine
Tamara Patterson
Publisher
p. 720-895-4988
f. 859-647-4656
tpatterson@benefitssellingmag.com

Benefits Selling is expertly written for benefits brokers who have focused their practices on selling into the employee benefits market. Benefits Selling offers research, trends and actionable tactics to help brokers and agents to sell in today’s world of group, core, voluntary and consumer-driven health care. Based in Colorado, Benefits Selling is a product of Summit Business Media. For more information, visit BenefitsSellingMag.com.

 

Boston Mutual Life
Peter Tillson
Vice President, Worksite Marketing
120 Royall St. Canton, MA 02021
800-669-2668
peter_tillson@bostonmutual.com
www.bostonmutual.com 
Boston Mutual has played a vital role in the worksite marketplace since 1978. Its hallmarks are a broad and strong product menu, the most attractive of compensation schedules, a dedication to peerless administration, a deep commitment to technology and a staff that steadfastly believes that the producer and the client come first. Boston Mutual and its subsidiary the Life Insurance Company of Boston & New York have the ability to do business in all 50 states and Puerto Rico.
Brokers National Life
Ron W. Byrd
Director of Broker Services
800-798-1125 Ex.1800
ron@bnlac.com

Brokers National Life offers niche marketing at its best.  From our Dental, Vision, Hospital Indemnity, STD and Group Term our products are on the cutting edge of the consumer market.   BNL products are available for Individuals and Groups of 3 or more lives. 

BNL is also Broker friendly.  From our online, 24/7 quoting systems, to group online enrollment and printable brochures, our website makes doing business easy on your timetable.

Visit us today at:  www.bnlac.com or call 1-800-798-1125 and ask for our Marketing department.

Chapman Kelly, Inc.
Mac DeHart
Director of Business Development
355 Quartermaster Court
Jeffersonville, IN 47130
P. 812-285-8960
mdehart@chapmankelly.com
Chapman Kelly was formed in 2001 by partners Mary Chapman and Tony Schy.  Chapman Kelly’s mission is “To deliver exceptional results with a culture that embraces ideas and innovation.”  We compliment this mission by helping employers reduce the ever-increasing cost of providing healthcare benefits to their employees/retirees.  Chapman Kelly accomplishes this goal through a series of compliance-related services that include Dependent Eligibility Audits, random, targeted and comprehensive medical claims audits, Rx auditing, Rx program reviews, operational reviews, Provider Bill Reviews, population management reporting/data warehousing, and network discount and disruption analysis.
COBRAGuard
Robert A. Meyers
President & CEO
1-800-442-6272 Ext 4860

Robert.Meyers@COBRAGuard.net      


 

Leading companies know that COBRAGuard is the industry’s most innovative choice for quality, cost-effective COBRA administration. As a certified COBRA Administrator (CCA), COBRAGuard stands behind its services with a 100 percent compliance guarantee.

 

Count on COBRAGuard to help you:

·         Comply with ARRA.

·         Prevent adverse claims.

·         Save administrative time and avoid COBRA-related hassles.

·         Tighten compliance, record-keeping and documentation.

·         Control COBRA risks and liabilities through automated, outsourced administration.

·         SAVE MONEY!

For more information about COBRAGuard’s affordable, Web-based services, visit us at booth #501 or online at COBRAGuard.net.

Colonial Life
Tom Gilligan
Senior Vice President, National Sales
P.O. Box 1365 Columbia SC 29202
803.213.7435
Toll-Free: 800.845.7330
jtgilligan@coloniallife.com
www.coloniallife.com
Colonial Life & Accident Insurance Company is a market leader in providing insurance benefits for employees and their families through their workplace, along with individual benefits education, advanced yet simple-to-use enrollment technology and quality personal service. Headquartered in Columbia, S.C, and founded in 1939, Colonial Life pioneered worksite marketing and offers disability, life and supplemental accident and health insurance policies. Colonial Life is making benefits count for brokers, employers and their employees.
Combined Insurance Worksite Solutions
Jaede Barg
Sr. Vice President, Managing Director
200 Schultz Drive, Suite 403
Red Bank, NJ 07701
Ph: 732-945-2302 Cell: 732-216-4452
Email: Jaede.Barg@combined.com  
Website: www.combined.com
Combined Insurance Worksite Solutions provides a comprehensive approach to voluntary supplemental benefits through our U-Select® benefits program. This program easily enhances and integrates with existing employer-provided benefit plans. It includes employee benefit communication; a benefit needs analysis process, and quality insurance products to help meet the individual needs of employees.
Common Census
Daniel Freund, President
90 Bridge Street
Westbrook ME 04092
207.854.5454 x103
207.854.3154 FAX
207-450-7397 Cell
dfreund@commoncensus.com www.commoncensus.com
Common Census created and markets technology to enroll and manage employee benefits. Our customers include: insurance carriers, producers, enrollment companies, human resources and the employees they represent. Using a laptop, the internet, your own call center, or any combination of these resources, enrollment in any core or worksite product is possible on an annual, perpetual or subscription basis. Subscription: clients like the smooth transition from “worksite enrollment” to Common Benefits, our online administrative system. Real time on demand  benefit statements, life event management with “1 minute review” saves HR expense. Employees may browse in 15 languages.   
Conseco
Terry Monroe
Conseco Insurance Group
Regional Director of Sales
11825 N. Pennsylvania St.
Carmel, IN 46032
800-888-4918, Ext 76416
Cell: 865-250-4344
Terry_Monroe@Conseco.com

The Conseco insurance companies have been providing affordable voluntary benefits for more than 30 years. All of our plans help employees protect themselves and their families from the high costs of healthcare. We offer competitive group and individual products including accident, critical illness, cancer, life, short-term disability, GAP, hospital indemnity and section 125. We also offer a state-of-the-art enrollment tool, dedicated worksite experts, dependable premium processing and claims payment, as well as proven marketing programs and educational materials to turn prospects into clients.

Core Five Solutions
Tracy Berwick
President

Core Five Solutions
866.636.9188 ext. 6001
Fax: 972.335-6620
www.corefivesolutions.com

Core Five Solutions is your answer for offering dynamic, efficient and flexible benefit enrollment services as well as offering our full service turn-key insurance administration services, dental claims administration and agency/broker services. We deliver quality results by staying focused on the basics of smart business - high touch customer service, business intelligence, integrity and unparalleled dedication in today’s healthcare market.

Coverdell
Steve Kolker
Vice President – Business Development
404 881 2230 office
678 429 6605 cell
404 881 2222 fax
www.coverdell.com

Coverdell is one of the nation’s leading providers of insurance and membership benefits. Add more value to your programs with revenue-enhancing benefits and custom product configurations, including identity theft with restoration, discount health plans, loyalty program management, and more. Complete servicing and administration is available with all programs.

Employee Benefit Adviser
James McLaughlin, Ad Director
1770 Breckinridge Pkwy, Ste 500
Duluth, GA 30096
http://eba.benefitnews.com
770-935-0241

Employee Benefit Adviser provides brokers, consultants and advisers, education and training skills that facilitate clearer communication channels and a better understanding of their clients' benefit programs.  Our publication reaches more than 45,000 subscribers all looking to our experienced editorial staff for topical benefit finance date, benchmarking statistics and alerts to new industry trends that focus on proactive ways they can manage and advance their careers.  At employeebenefitadviser.com we expand or editorial resources with online exclusive news and coverage.  Delivered weekly, Employee Benefit Adviser InBrief E-Newsletter combines the timeliness of the news coverage with a format they can read quickly and easily

Everest Funeral
Carolyn D. Johnson
Vice-President, Client Services
www.everestfuneral.com
713-993-0046 (Houston)
512-332-2586 (Austin)
1300 Post Oak Boulevard, Suite 1210
Houston, TX 77056

Everest works with major Group Life insurance companies to provide a simple, first-of-its-kind service to prepare for the last step of life. Everest's sole purpose is to provide the information employees need to make the most informed decisions about all funeral-related issues, and then put those wishes into action. Beneficieries often save thousands by utilizing Everest planning services and can receive their life insurance proceeds in a matter of days rather than the weeks with accelerated payment of death benefits for consumers protected by group life insurance.

Falcon Technologies, Inc.
Jordan K. Nadel
President
565 E. Swedesford Road Suite 218
Wayne, PA  19087
(610) 977-7502
JNadel@falctech.com
Falcon Technologies is a Software Company dedicated to the Worksite Marketplace.  We specialize in providing Insurance Carriers, Agents, Brokers and Enrollment Companies with an integrated laptop, call center and Internet electronic enrollment and benefit communication system that can communicate and enroll all of an employer's benefit plans.
First View, LLC
Cherie M. Fuzzell
President and Chief Executive Officer
1899 Powers Ferry Road
Atlanta, GA  30339
(O) 404.806.7244 ext. 165
(C) 404.213.7810
(e)cfuzzell@fvfn.com
www.fvfn.com
FirstView offers services for employees who are "unbanked" and the employers who pay them.  The Company's Espree 2 in 1 Account allows unbanked employees and their employers to participate in and share the benefits of direct deposit.  For employers, the key benefits of direct deposit include: reducing operational inefficiencies and eliminating the high cost and fraud risks of paper payroll.  For unbanked employees, the Espree 2 in 1 Account provides a portable, FDIC-insured account with the safety, dignity and spending flexibility of a branded MasterCard and patent-pending personalized checks that are pre-funded to eliminate the high cost of bank overdraft fees. 
Flimp Media Inc.
Wayne Wall, CEO
wwall@flimp.net
tel.     508.435.6166
fax.    508.974.1776
mob. 508.981.1776
http://www.flimp.net

"The adoption of rich media web technologies will radically change the way corporations market, sell and communicate. In the next three years we will witness a broad shift from static text and graphic print and web content to engaging audiovisual and multimedia content, more viewer interactivity, and instant activity reporting and results measurement. As broadband makes web video available to a global audience, as well as a conduit for richer interactive marketing experiences, consumption of rich media content will reshape the direct marketing and communications industries as we know them today."

Framework Health Plan
Carla Goodwin
Vice President, Middle Markets

Framework Health Plans
11910 Volente Road
Austin, TX  78726

800.551.3424 x759 cgoodwin@frameworkhealthplan.com  

Framework Health Plan - Limited Medical that still works. - Recent health care reform may leave you with even more questions about limited medical. We continue to move forward writing and renewing new business, investing in new technology and enhancing plan administration processes. We can provide the answers, support and solutions you need.

H&G Benefits
Hammerman & Gainer
Jimmy Hersman
EVP Healthcare
Hammerman & Gainer, Inc.

909 Lake Carolyn Parkway Suite 1900
Irving, Texas 75039

Direct 972-554-5771
Toll Free: (800)929-9525
Facsimile: (972)554-8100
Mobile: (214)554-2372
Mobile (214)681-0200
jimmyh@hng.com
www.hng.com
 

SIMPLIFY HEALTHCARE PAYMENTS WITH HAMMERMAN & GAINER AND AMERIFLEX
Two of the nation’s leading Third Party Administrators, Hammerman & Gainer (HGI) and AmeriFlex, have teamed up to deliver one of the industry’s most innovative and efficient end-to-end healthcare payment solutions.

Through this offering, HGI and AmeriFlex provide benefit transparency at the point of care, coordinating sources of funds between Medical, Limited Medical Plans or GAP Programs, and employees’ tax-advantaged benefit accounts (HRA, FSA, or HSA). This approach facilitates management of employer-sponsored benefit programs and creates a more streamlined, cost-effective approach to employee benefit administration and claim payment.

  • H&G Benefits Division offers innovative solutions for HRAs, Dependent Care and Medical Flexible Spending, Transportation & Parking, and COBRA needs

  • Provides medical claims adjudication for employer groups.

  • Premium billing 1099 or group.

  • Premium collection from individual accounts via credit cards or ACH Real Time adjudication and presentment of Limited Benefit or Mini - Med claims.

  • Limited Benefit & Medi-Gap claims processed REAL-TIME

  • Real time eligibility and payment gateway

  • Electronic Funds Transfer with HIPAA Compliant Data set

  • End to End Enrollment and Premium collection

HM Insurance Group
Judi Hast  Director, Corporate Events Planning & Promotion HM Insurance Group
412-544-1321   Phone
412-544-1167   Fax
judi.hast@hminsurancegroup.com 
HM Insurance Group provides products that help deliver health risk solutions. HM’s product portfolio features Stop Loss, including HMO Reinsurance and Provider Excess, and a suite of worksite products including Critical Illness, Accident, Disability Income, Term Life and Limited Benefit Medical Plans. 

Hooper Holmes Services
Bill Biordi, Senior VP Sales
902 N. 91st Plaza
Suite 201
Omaha, NE 68114
402-343-0665

William.Biordi@HooperHolmes.com

 

Hooper Holmes Services speeds the application process “from submission to commission” by providing the critical information you need to better manage risk.  As one of the nation’s leading providers of underwriting services, the company offers:

  • Scalable support for backroom assistance during peak enrollment periods
  • Consistently high employee and employer service levels
  • “Concierge” paramedical and application services for high value voluntary and supplemental policies
  • Rapid turnaround resulting from the seamless integration of applicant interviews, MIB, prescription history and physician reports, medical exams and lab work
  • Outsourced support for simplified or fully underwritten products

 

Overall, Hooper Holmes Services speeds the application process, lowers overall application costs and virtually eliminates omissions and transcription errors.

 

HR.com
David Whitmarsh
Vice President - Sales
PH: 877.472.6648 ext. 122

dwhitmarsh@hr.com

 

HR.com is a free website that is in business to help build great companies by connecting them to the knowledge and resources they need to effectively manage the people side of business.  As the largest social network and online community of HR executives, we provide thousands of worldwide HR Professionals and Suppliers with easy access to shared knowledge on best practices, trends and industry news in order to help them develop their most important asset – their people.  Our newest product, Steps2Give, is a fun program with a 4-16x ROI designed to help companies increase employee wellness, decrease healthcare costs, and optionally use for charitable gifting programs. 

HRCG
Rob J. Thurston, President
Rick Pelton- CEO
HR Consulting Group, Inc
1202 E. Dover, Provo, UT 84604
(801) 765-4417, FAX (801) 765-4418
hrcg@relia.net
www.hrconsultinggroup.com
Consulting and Software for HR and Benefits

HRCG offers consulting, software, Benefits Kits to brokers, carriers, TPAs and employers to support Dependent Care Audits, Benefits Statements, One Bill, Premium Tracking and Billing, Commission tracking and Reconciliation, etc. We offer sofware for such plans in addition to FSA, HRA/Consumer Driven Health, HSA, and even medical/dental plans.

Out latest offerings include SendOutCards, GreenBack Street, and Dependent Eligibility and Audits. Contact us for a free Benefits Kit including communication materials or for a free Lobbying Kit to use with Congress.

 

Humana
Lance Erickson

Regional Practice Leader
550 W. Adams (6th/7th Floors)
Chicago, IL 60661
312-441-5318
http://www.humanaworkplacevoluntary.com

 

Humana Inc., headquartered in Louisville, Ky., is one of the nation's largest publicly traded health and supplemental benefits company, offering a wide array of health and supplementary benefit plans for employer groups, government programs and individuals. Products include: dental, vision, life, disability, and workplace voluntary benefits (disability, whole and term life, critical illness/cancer
and supplemental health.

Over its 48-year history, Humana has consistently been a leader in consumer engagement, providing guidance that leads to lower costs and a better health plan experience throughout its diversified customer portfolio. http://www.humana.com/agents/plans/specialty_benefits/

IBM/Genelco Software Solutions
Sales Support
325 McDonnell Blvd., Mail Code 1550
Hazelwood, MO 63042-2513
800-983-8114
info@genelco.com 
www.genelco.com
 
Are you satisfied with your worksite administration system? Do your systems enable growth without adding staff? Are you moving toward the future or stuck in the present without the processing capabilities needed to handle new products and new markets? Processing voluntary products can be overwhelming. Compete with dynamic user-controlled software: raise productivity, process greater volumes of business and handle new opportunities, new plans and new products effortlessly and cost effectively with Genelco’s robust and flexible claims processing and administration software. Find out more, visit with a voluntary product processing professional in Booth #1304 or visit our Web site: www.genelco.com.

InfoArmor
Meghann Carroll
Account Executive
75 Arlington Street
Suite 500
Boston, MA 02116
480-302-6712
480.302.6720 fax
meghann.carroll@infoarmor.com
www.InfoArmor.com

InfoArmor is a business-to-business provider of privacy management and identity theft protection employee benefits. Committed to offering user-friendly services, InfoArmor enables employers and organizations to better protect their employees and members from the #1 and fastest growing crime in America.  When administered, employers can realize triple digit ROI, increased workplace productivity, decreased presenteeism and absenteeism, and reduced corporate liability.  By offering InfoArmor, the broker and consultant community will create added value, differentiate from the competition, grow risk management solutions, and increase earned commissions.

InfoArmor uses leading edge technology and world class customer advocacy to provide the most comprehensive identity protection available, detecting fraud up to 90 days sooner than credit-based monitoring.  A private company based in Scottsdale, AZ, we are revolutionizing the identity theft protection industry and are focused on our employee benefits business and partnerships.

For more information about offering this benefit, please email us at development@infoarmor.com or call 800.789.2720.

ING Employee Benefits
Vonnie Provinzino
Marketing Communications
20 Washington Avenue South, Rt. 6319
Minneapolis, MN 55401
612-372-5303 
Fax: 612-372-1015
vonnie.provinzino@us.ing.com 
www.ingemployeebenefits-us.com
ING Employee Benefits offers a broad array of products and services to meet the financial needs of employers and their employees.   We offer traditional group insurance benefits (such as life, disability income, and stop loss coverage).  We also offer voluntary insurance products (such as universal life insurance, whole life insurance, critical illness insurance, voluntary disability income, and accident insurance)   and retirement programs (such as 401k and other defined contribution plans) - all conveniently delivered at the worksite.  We enhance our products with value-added administrative services, technologies, and educational tools to ensure ease of delivery. Contact us today to see how it is "easier on the bench."  (Products and services provided by ReliaStar Life Insurance Company, ReliaStar Life Insurance Company of New York and other affiliated companies that are members of the ING family of companies.)
Key Benefit Resources
Steve Bell
Managing Partner
13616 Karis Road
Little Rock, AR 72212
877-907-5511
SBell@keybenefitresources.com

We are a national marketer and Managing General Underwriter for proprietary group worksite voluntary employee benefits and health care coverages.  Our portfolio of products includes KeySelect – a Limited Benefit Healthcare plan for the uninsured and KeyGap – a Supplemental Out-of-Pocket Medical Expense policy to help provide coverage when increasing deductibles and co-insurance.  We take a great deal of pride in our “cutting edge” and very flexible plan designs and strive to “meet the Needs of Working Americans”.

Leader's Edge
Dave Bayard
National Advertising Director
200 Village Road
Green Village, NJ 07935
Tel: (973) 822-9275
Fax: (973) 822-9273
Dave.Bayard@LeadersEdgeMagazine.com
www.LeadersEdgeMagazine.com 
Leader's Edge magazine is published for member brokers of The Council of Insurance Agents & Brokers, who collectively place more than 50 percent of the employee group benefit plans written in the United States each year. No other insurance publication specifically targets this group, all of whom must have at least $5 million in revenues to qualify for a subscription.

Since the very beginning, Leader's Edge has been recognized as the cutting edge insurance publication. It has won numerous awards for both its editorial excellence and design from Folio magazine (golden "Eddie" and "Ozzie" awards) as well as awards from the Society of National Association Publications.
Legal Access Plans, L.L.C.
Mark Torrison
5850 San Felipe
Suite 600
Houston, TX 77057
800-562-2929 x3700
mark_torrison@legalaccessplans.com
www.legalaccessplans.com 
As the world's leader in Legal Plan Administration, Legal Access Plans, Headquartered in Houston, Texas, comprises several administrative and network service companies. Specializing in providing legal and financial services programs to employees, Legal Access provides innovative approaches to the development of both access and insured legal plans combined with turn-key enrollment options all designed to provide flexible solutions to meet today's broker, employer, and employee needs.

Lincoln Financial Group
Paula Hanson, AVP Worksite Marketing
8801 Indian Hills Drive
Omaha, NE 68114
Phone: 402-361-2524
website: www.LincolnFinancial.com

 

Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $141 billion as of December 31, 2009. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; and comprehensive financial planning and advisory services. For more information, including a copy of our most recent SEC reports containing our balance sheets, please visit www.LincolnFinancial.com.

LutherSales - Furniture and Appliances
60 Plant Avenue
Hauppauge NY 11788
Miss Ryann M. Smith
National Account Manager - Broker Division
Ryann@LutherSales.com
www.luthersales.com
Tired of offering the same old voluntary benefits?  Think outside the box with the “Ultimate Employee Purchase Program” from LutherSales.com.  Brokers, Employers, Associations, Unions and most importantly Employees and Members will welcome Luxury Made Easy®!  Furniture, mattresses, computers & appliances through convenient Voluntary Direct Deposit or Sponsored Payroll Deduction.  Name brands you Know and Trust! Provide the good life to ALL your Employees and/or Members. Now that’s a Benefit!  Generous Commissions and Absolutely no Employer or Broker Liability!
Merchants Benefit Administration (MBA, Inc.)
Scott Markstrom
Sales Support and Service
15974 N. 77th St Suite 102

Scottsdale, AZ 85260
(800) 800-6543
www.seniorschoiceplan.com
www.mbaadmin.com
Seniors Choice is a group health program that helps employers cut costs on existing retiree programs and, for employer groups of fewer than 20 employees, can substantially reduce premium for actively working age 65 and over employees.  Seniors Choice can also reduce or even eliminate FASB 106 liability for self-funded group retiree plans and GASB Statement No. 45 retiree healthcare liability for public entities.  The primary feature of the Seniors Choice Program is its flexibility in filling the gaps in Medicare coverage with various medical and prescription drug plan options not typically available from individual products.  Seniors Choice features an optional, fully insured prescription benefit program that offers three plans, one of which provides coverage for both generic and brand name drugs through the coverage gap.
Metlife
Randy Rodriguez
Account Executive
1 Park Plaza
Suite 1100
Irvine, CA 92614
Phone: 949-471-2329
Fax: 949-471-2375
rrodriguez3@metlife.com
MetLife, Inc. is a leading provider of insurance and other financial services to millions of individual and institutional customers throughout the United States. Through its subsidiaries and affiliates, MetLife, Inc. offers life insurance, annuities, automobile and homeowner's insurance and retail banking services to individuals, as well as group insurance, reinsurance and retirement and savings products and services to corporations and other institutions. Outside the U.S., the MetLife companies have direct insurance operations in Asia Pacific, Latin America and Europe
National Association for Critical Illness Insurance (NACII)
President: Janet Buzil
402-437-4409
Consultant: Dave Pavletich
303-903-9511
NACII is the leading association advocating Critical Illness Insurance (CII) in the United States. As such , it has forged active and effective programs among stakeholders in the Critical Illness Insurance arena. The Association's programs are designed to educate and disseminate information in an effort to synchronize development of insurer programs , insurance department regulation , and to enhance the public's and producer's knowledge of the growing need for Critical Illness Insurance. The Association's Board of director's is comprised of many of the leading CII experts in the U.S. and Canada.
More information is available at the website: www.nacii.org  
National Guardian Life
Bob Morhauser
Assistant VP and Director of Voluntary Benefits
2 East Gilman
Madison, WI 53703
800-762-9883
rjmorhauser@nglic.com 
www.nglic.com  
National Guardian Life Insurance Company and AlwaysCare Benefits are independent insurance companies who are engaged in a formal partnership to penetrate the supplemental benefits market. The current focus is on group dental and vision coverage (both employer paid and voluntary). We have retail and wholesale dental and vision plans available for distribution, as well as a NEW individual dental product and a NEW insured group Rx product, with Critical Illness to be introduced in early 2010.

Outlook Vision Services
Ron H. Johnson
President/CEO
OUTLOOK Vision Services

1 N. Macdonald Street, #312
Mesa, AZ 85201

Toll Free 800-342-7188 x 2487
Local         480-461-9001 x 2487

Fax             480-461-9021
rjohnson@outlookvision.com
www.outlookvision.com

OUTLOOK Vision is a nationwide vision care PPO network that offers substantial discounts on vision care. Through a network of over 11,000 vision care centers OUTLOOK offers discounts of 10% to 50% on eyewear, eye exams and Lasik surgery. Most leading vision care retailers have joined with OUTLOOK to make us one of the nation’s largest vision care networks in the country. OUTLOOK Vision is offered to insurance companies, associations, unions, health care programs, dental programs and discount health care plans (DMPO) as a “value-add” or “enhancement” benefit to help increase overall benefits to the basic program benefits. Employer groups find that OUTLOOK Vision is a valuable benefit for employees and dependents. Brokers also find that OUTLOOK Vision is easy to market to any size group including individuals with attractive commissions. Brokers…..please stop by our booth #1106 during Workplace Benefits at Paris Hotel for additional information.

OUTLOOK VISION ALSO INCLUDES: OUTLOOK RX DRUG DISCOUNT AND HEARING CARE AT NO ADDITIONAL COST

Pan-American Benefits Solutions
3701 W. Plano Pkwy. #250
Plano, TX  75075
800-694-9888 Ex. 890
sales@panamericanlife.com
www.panamericanbenefits.com

At Pan-American Benefits Solutions we provide quality benefits that offer solutions in response to the pressures of rising insurance costs in a competitive marketplace. Our signature product PanaMed is recognized nationally for the quality of benefits, competitive pricing and the ability to customize offerings for a wide variety of industries.

Paylogix
Michael McCue
Director of Sales
1025 Old Counrty Road
Suite 310
Westbury, NY 11568Office Phone:  800-622-4131
michaelm@paylogix.com
www.paylogix.com
Paylogix offers the first complete, fully web-enabled consolidated customer information solution for worksite benefits management. As a recognized leader in third party Consolidated Billing services for work-related benefits, we offer the most efficient and innovative technology available, to enable secure and accurate premium collection, reconciliation, and multi-carrier delivery.

In addition to traditional premium billing services, the Paylogix system performs a full array of online benefits management transactions, offering a paperless and labor-reducing environment for employers, agents, brokers, and insurers. All types (and any number) of voluntary and group benefits can be presented within a single, interactive online billing statement, for a fast-to-pay electronic billing solution. One payroll deduction, one bill, and one payment - that’s all!

Our expert services include real-time access to Sum-ER-EE online benefits communications, plus DocuServ online imaged document management, and Cash-q premium accounting functions. A self-compliance module for select qualified plans monitors contributions on-the-fly.

Multi-level agent commission processing enables quicker turnaround and much-improved record keeping for producer compensation. Whether via traditional means or completely paperless transactions, virtually every party involved in the employee benefits management process reaps substantial benefits from incorporating Paylogix's state-of-the-art Premium Solutions. http://www.paylogix.com/
Pet Assure
Tina Valgemae
Vice President Corporate Development
415 Cedar Bridge Ave
Lakewood, NJ 08701
888.789.7387 x509
Direct: 732.987.3779
tv@petassure.com
www.petassure.com
Pet Assure is Americas most sought after pet insurance alternative.  With a nationwide veterinarian network, along with thousands of retailers, this discount plan provides employees a unique, cost-effective voluntary benefit to save money on pet medical care, products, and services.  Costless to your company, but priceless to your employees. 

Purchasing Power
695 Pylant Street
Atlanta, GA 30306
sales@purchasingpower.com
877.208.7165

 

For brokers looking for a proven, turnkey way to build relationships with employers in a competitive marketplace, Purchasing Power is the premier purchase program that gives employees an easy, responsible way to buy name brand products like computers, home appliances and electronics through payroll deduction.

Since the program was first introduced, Purchasing Power has serviced more than 350,000 orders from employees of leading companies and organizations across the U.S., from Fortune 500 to government agencies.
With Purchasing Power in your portfolio, you are offering a program that’s a win-win-win for everyone involved - the employer, their employees, and you.
Rough Notes Magazine
Marc Basis
VP, National Sales Director - Benefits Advertising
o: 866-461-3045
marcb@roughnotes.com
www.roughnotes.com
Rough Notes magazine, established in 1876, is the leading magazine among owners of insurance agencies and brokerages; our readers are decision makers at the highest level.  Our subscribers operate firms that offer solutions for benefits, personal lines and property & casualty insurance.  Over 90% of our subscribers have identified their benefits operations as the fastest growing segment of their business.  The average revenue per producer that reports to our readers is over $600,000 annually. 
Selerix Systems, Inc.
Craig Stephens
Vice President of Sales
Selerix Systems, Inc.
2851 Craig Drive, Suite 300
McKinney, TX 75070
craig@selerix.com
Office: 469-452-7076 ext. 105
www.selerix.com

Selerix develops advanced solutions to communicate benefits information, and automate the benefits enrollment  and administration processes.  Our flexible, open architecture provides a cost-effective long-term solution which is ahead of the curve compared to many products on the market today. 

We specialize in three core competencies we think are essential in delivering real value to our clients through our products and services.
Benefits Enrollment
Benefits Administration
Employee Communication
Special Insurance Services
Beth Banks
6509 Windcrest Dr.,
Suite 200 • Plano TX 75024
Tel 214.291.1284
Fax 972.991.3936
bbanks@specialinc.com 
www.specialinc.com

Special Insurance Services, Inc. (SIS) is a Third Party Administrator and Managing General Underwriter. Our product portfolio includes supplemental medical (GAP) plans, limited medical plans, excess medical plans, and occupational accident protections. As a TPA, we administer partially and fully self-funded medical plans for employee groups. In addition, we administer HRA and FSA benefit programs, providing overall platforms which allow multiple combinations of benefit plans to best fit the need of our clients.

Symetra Financial
Symetra Life Insurance Company
777 108th Ave.  NE, Suite 1200
Bellevue, WA 98004
www.symetra.com/financial/group

From the small employer struggling to offer health insurance to the large business that needs financial security for its self-funded medical plan, the Group Division at Symetra Life Insurance Company is committed to finding a solution for your clients needs and making it work. 

Symetra Financial Corp. and its subsidiaries provide employee benefits, annuities and life insurance through a national network of benefit consultants, financial institutions and independent agents and advisors. 
TCB Insurance
Marvin L. Wilkerson
President
5115 Maryland Way
Brentwood, Tn. 37027
888-330-7057
615-370-1401 fax
615-557-5667 direct
mwilkerson@tcbinsurance.net
www.tcbinsurance.net

TCB Insurance Group is a voluntary benefits brokerage serving agents and brokers nationwide.  TCB provides voluntary benefits with some of the best carriers in the business. With over $30 million dollars in sales experience we provide training in all aspects of voluntary benefits sales. Whether a brokerage or individual agent we demystify the understanding of marketing, presenting, selling and recruiting to build an organization to grow your business to a high level of success.

TCB’s greatest knowledge is experience in enrollments and types of enrollments for different types of companies from the largest to smallest that give you the greatest success.  Guidance and support for computer enrollment as well as in house or an enrollment team is available through TCB, carriers and partners. With TCB guiding your team you can grow your voluntary organization as large as you want. At TCB we really do know about “Taking Care of Business.”

Texas Life
Mark Cool
Director of Marketing, Communications, and Training Texas Life
800-283-9233
mcool@texaslife.com

Known and respected as one of the country’s leading providers of voluntary permanent life insurance at the worksite, Texas Life consistently ranks among the Top 5 in annualized voluntary life premium.

Our product, PureLife, features high death benefit, long guarantees, a unique refund of premium feature and defined benefit underwriting.

The Boon Group
Daniel W. Robson
National Products Director, Voluntary Markets
6300 Bridgepoint Pkwy., Bldg 3, Suite 500,
Austin TX 78730
512.652.7540 direct
512.924.8969 mobile
drobson@boongroup.com
The Boon Groups Enrollment and Communications division specializes in the design, communication and administration of voluntary employee benefits programs.  As a full service third party administrator with more than two decades of experience creating and administering a broad range of individually tailored benefit plans, we are uniquely equipped to provide a single source solution for all of your voluntary benefits needs.  Call 1-800-368-BOON or visit www.boongroup.com
Transamerica Worksite Marketing
Penny Johnson
Vice President of Sales and Marketing Support
1400 Centerview Drive
Little Rock, AR 72211
800-400-3042

Transamerica Worksite Marketing designs, markets and administers voluntary group life and supplemental health insurance products to employers, unions and associations through payroll deductions.  We offer one of the most comprehensive portfolios of voluntary group benefits in the worksite industry.  Products offered* comprise of life insurance including Universal, Whole Life and Group Term, and a balance of health benefits like Short-Term Disability, Critical Illness, Cancer, Accident, Dental and Vision.  In addition, we offer Out-of-Pocket Medical Expense and Limited Benefit Hospital Indemnity policies designed to offer help in controlling rising health premiums and help reduce the number of uninsured Americans.

Whether you are new to voluntary insurance products or a seasoned pro - we feature solutions to help increase your revenue stream and make it easy to do business!  For more information, please visit www.transamericaworksite.com or call us at 800.400.3042 option 5.

*Products are underwritten by Transamerica Life Insurance Company (Cedar Rapids, Iowa) and Transamerica Financial Life Insurance Company (Purchase, New York).
Trustmark Voluntary Benefit Solutions
Dave Cirulis
Vice President
Trustmark Voluntary Benefit Solutions
400 Field Drive
Lake Forest, IL 60045
800.229.4543
Dave.Cirulis@trustmarksolutions.com
www.trustmarksolutions.com
Trustmark Voluntary Benefit Solutions is a collaborative, service-driven organization committed to providing benefits, including Life, Critical Illness, Disability and Accident, designed specifically for the voluntary market. Trustmark, which distributes its products through national and regional brokers and specialty enrollment firms, has been serving this market for nearly a century.

UniWorld Health & Wellness (UH&W) Jody LaMarca-Lowry
2813 Wehrle Drive suite 11         Williamsville, NY 14221
800-508-6587

UniWorld Health & Wellness, LLC (UH&W) offers result driven online wellness programs for corporations.  Our goal is to help implement our turnkey wellness programs to improve employee lifestyle health behaviors and positively impact health care utilization rates.  With over 20 years of experience in corporate wellness, UH&W is committed to providing superior service at affordable rates.
Unum
Karen M Stebbins
Marketing Communications Consultant
2211 Congress St (B205)
Portland ME 04122
207 575-2778
kstebbins@Unum.com 
www.unum.com
Unum is a leader in providing employee benefits - including disability, long term care, life and voluntary insurance - to employers and their employees in the U.S. and U.K. In 2007, Unum and its subsidiaries paid more than $6 billion in benefit claims to its customers and insures 21 million individuals worldwide.
Workplace Benefits Association (WBA)
Walt Podgurski, CLU, CES, Chairman & CEO
9221 Ravenna Road, Suite D8
Twinsburg, OH 44087
888-282-1765
330-425-8489 fax
330-425-8399 direct
walt@insurancebroadcasting.com
www.workplacebenefits.org
The Workplace Benefits Association is an organization of over 6,000 corporate and individual members engaged in the marketing of benefits that involve the relationship between an employer & their employees, a business & their customers, and an organization & their members. www.workplacebenefits.org

The Members of the Workplace Benefits Association strive to bring an integrated solution through a master plan that involves a standardized employer guide and checklist. This procedure ensures that no important area is overlooked while providing the flexibility for each employer and employee to create an individual solution to the financial planning puzzle. 

 

 

Attendee List

The Attendee List Schedule is

Publish on Monday July 5th

Updated on Monday July 12th

Updated on Monday July 19th

Opening day on Monday July 26th

Final List on August 2nd