Date & Time
Monday, April 29, 2024, 8:00 AM - 11:00 AM
Name
NABIP Workshop: Voluntary Worksite Certification Course
Description
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.
Course Hour 1: Overview & Need
- 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
Course Hour 2: Contract Differences & Enrollment
- Group vs Individual
- Vendor Selection
- Platforms
- Employee Engagement
Course Hour 3: Implementation/Administration & Compliance
- Administration
- Licensing
- Compensation
- Tax
- Billing
- Taxation
- Claim Integration
Instructors: Jack Holder President, EBIS and Trevor Garbers Voluntary Advantage
*additional fee and registration required.
Speakers
Trevor Garbers, SVP Practice Leader - Hub International
Jack Holder, President - Enhanced Benefits Insurance Solutions
Jack Holder, President - Enhanced Benefits Insurance Solutions