Monday, April 29, 2024
7:45 AM - 5:30 PM | Registration
8:00 AM - 11:00 AM | NABIP Workshop: Voluntary Worksite Certification Course
This course was created by leading experts in the Voluntary Benefits sector. From a key group of contributors, comprised of a team of professionals that are passionate about the Voluntary Benefits industry, this course provides key technical and actionable practices driving innovation and creative sharing of information serving a wide range of client needs.
- Considerations in Voluntary / Workplace sales?
- Definitions - Workplace, VB, Supplemental, EWB, EVB, etc.
- Brief Overview of Market Statistics
- Driving Forces of Voluntary Benefits
- Products and Trends
- Group vs Individual
- Vendor Selection
- Platforms
- Employee Engagement
- Administration
- Licensing
- Compensation
- Tax
- Billing
- Taxation
- Claim Integration
Instructors: Jack Holder President, EBIS and Trevor Garbers Voluntary Advantage
*additional fee and registration required.
11:00 AM - 11:45 AM | Opening Keynote Address
EDUCATION
11:50 AM - 12:35 PM
Prospecting for New Business: What's Working for Top Brokers?
MOTIVATION
11:50 AM - 12:35 PM
A Spicy Mental Health Discussion
INNOVATION
ADMINISTRATION
11:50 AM - 12:35 PM
Top Legal Considerations for Self-Funded Plans
12:35 PM - 2:00 PM | Welcome Luncheon Within The Exhibit Hall
Technology Workshop A
2:00 PM - 3:00 PM
Technology Workshop A
Technology Workshop B
2:00 PM - 3:00 PM
Technology Workshop B
EDUCATION
MOTIVATION
3:05 PM - 3:50 PM
How to Build a Culture & Get the Best From Your People
INNOVATION
3:05 PM - 3:50 PM
Marketing for 2024 and Beyond
ADMINISTRATION
3:05 PM - 3:50 PM
The Impact of Local Care, Navigation & High-Value Networks
Technology Workshop C
3:55 PM - 4:55 PM
Technology Workshop C
Technology Workshop D
3:55 PM - 4:55 PM
Technology Workshop D
5:00 PM - 5:45 PM | Fast & Furious
Join us for this fun and fast-paced session, where attendees will share their best idea or piece of business advice in 60 seconds or less. The audience will vote for the winner live, and everyone walks away with over 50 strategic ideas that can be implemented immediately!5:45 PM - 7:00 PM | Welcome Cocktail Reception Within The Exhibit Hall
Tuesday, April 30, 2024
7:45 AM - 5:30 PM | Registration
8:00 AM - 9:00 AM | Networking Breakfast in the Exhibit Hall
9:00 AM - 10:00 AM | Morning Keynote Address
EDUCATION
10:15 AM - 11:00 AM
Voluntary Benefits Uncovered: Key Industry Trends and Broker Insights
MOTIVATION
10:15 AM - 11:00 AM
Game-Changers: Strategies that Set Top Advisors Apart
INNOVATION
10:15 AM - 11:00 AM
Reform vs. Reborn: Creating an Alternative Healthcare System
ADMINISTRATION
10:15 AM - 11:00 AM
Don't Let Compliance Be Your Downfall
Technology Workshop E
11:05 AM - 12:05 PM
Technology Workshop E
Technology Workshop F
11:05 AM - 12:05 PM
Technology Workshop F
12:05 PM - 2:00 PM | Day Two Luncheon Within The Exhibit Hall
2:00 PM - 3:00 PM | Afternoon Keynote Address
EDUCATION
3:05 PM - 3:50 PM
Weathering the Storm: Advisors Strategies for Adaptation and Resilience
MOTIVATION
3:05 PM - 3:50 PM
Matters of Perspective: Generational Viewpoints - Men v Women
INNOVATION
3:05 PM - 3:50 PM
The Salesperson's Guide to Growing a Business
ADMINISTRATION
3:50 PM - 4:50 PM | Afternoon Break in Exhibit Hall
4:50 PM - 5:50 PM | BenefitsPRO Broker of the Year Presentation & Panel
6:00 PM - 8:30 PM | BenefitsPRO Party
Wednesday, May 1, 2024
8:30 AM - 10:30 AM | Registration
8:30 AM - 9:30 AM | Networking Breakfast
EDUCATION
MOTIVATIONAL
9:30 AM - 10:15 AM
The Direct Primary Care Revolution: What's Next
INNOVATION
9:30 AM - 10:15 AM
The Stress of Success: Navigating Stress and Anxiety in the Workplace
ADMINISTRATION
9:30 AM - 10:15 AM
Understanding a New World of Fiduciary Duties
10:30 AM - 12:00 PM | BEN TALKS: Leading By Example
Our annual BenefitsPRO Broker Expo will finish strong with our always popular BEN Talks - a series of high-energy 20-minute TED Talk style presentations. This year, top benefits professionals will share the various challenges they've faced as leaders and innovators, along with their reasons why it's all worth it.
Lisa Hutcherson, Founder - LME Consulting LLCMarlin Woods, Executive Coach - The Woods Plan LLC.
Jessica Brooks-Woods, Chief Executive Officer - NABIP