Date & Time
Tuesday, April 28, 2026, 1:00 PM - 2:00 PM
Name
Beyond the Core: Tools and Strategies for Designing a Voluntary Benefits Plan That Delivers Value
Description
Voluntary benefits are no longer optional add-ons--they're essential tools for meeting client expectations and strengthening overall plan value. In this session, leading experts will share practical guidance to help brokers design, position, and implement voluntary benefit programs that truly deliver. From identifying the right mix of products to using data, technology, and engagement strategies to drive participation, attendees will gain actionable insights to build plans that resonate with today's diverse workforce and support stronger client outcomes.
Speakers
Jimmy Trujillo, Regional Distribution Manager - Zurich North America
Joseph Scotti, Senior Partner - CANARX Group Inc.
Mandy Baker, VP of Broker Relationships - freshbenies
Majd Maksad, CEO - TruAgents
Joseph Scotti, Senior Partner - CANARX Group Inc.
Mandy Baker, VP of Broker Relationships - freshbenies
Majd Maksad, CEO - TruAgents
Location Name
S103BC