Location - Floral Ballroom

Location - Floral Ballroom

Industry leader and Hispanic Market expert, J.D. Moya, will give priceless tips and education on how to stay on top and ride the next big wave in Insurance.

Location - Floral Ballroom

This session will establish a solid foundation for understanding Critical Illness Insurance which is the first step toward success in sales. First , a general overview of CII is provided - definition , historical perspective , product design , and a market overview. Second , CII from a a producers perspective - why sell this product and how you can be successful selling it. Then , a discussion of the various markets and prospects for the product.

Location - Jasmine Room

How to use integrated technology solutions for not just making the employer sale… but increasing your long term success for 'making' more voluntary employee benefit sales". Location - Oleander Room

It takes a "new" kind of message, one that separates you from the competition… Bottom line… don't try and sell your way in the door with the same old message everybody uses.

Location - Floral Ballroom

Proven Closing Techniques for Closing the 4 Sales of Worksite, Negotiating Superior Working Conditions and Increasing Participation.
Location - Floral Ballroom

Location - Magnolia Room

It has virtually become a requirement to provide a 401(k) plan for employees. From the employer perspective, a major challenge of having a 401(k) plan is how to satisfy the mandated compliance testing while allowing the company’s highly compensated employees to fully participate. Learn about a unique solution specially tailored for Benefits Producers that will substantially increase your benefits revenue while permanently solving your client’s mandated testing concerns without changing your client’s existing 401(k) plan or plan administrator.
Location - Oleander Room

Although most critical illness insurance products are designed as stand alone products, CI can also be integrated into life, mini meds, and long-term care products for the individual and worksite sales. This session will provide an overview of these products, along with marketing and sales ideas to utilize in this evolving market.

Location - Magnolia Room

Until now the focus has been on plan design and redesign
Forward thinking benefit advisors and voluntary benefits specialists are now beginning to think more strategically and holisticly about their clients benefits programs.

Throughout the insurance and financial industries, Wilma is known as The LTC Coach and The Critical Illness Coach.  She has authored sales systems for financial professionals, written consumer booklets about financial choices, and appears regularly as a columnist for ‘The Register’.

Limited Benefit Medical Plans = Unlimited Opportunity

If you have all the business and income you can handle, skip this workshop and hit the golf course. But if you want to tap in to a hugely unpenetrated market with millions of customers, come learn how limited benefit medical plans can give you a new solution to the health care issue. Limited benefit medical plans have been around for a few years but are still a relatively unknown — and often misunderstood — solution for employers who can’t afford to offer health coverage or who have employees who don’t qualify for the company’s plan. In this presentation, you’ll learn what limited benefit medical plans are, where they work best, the key points that hit employers’ hot spots and why effective communications is crucial for a successful enrollment.
Location - Oleander Room