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Earn 3 CE Credits

Gain a strong technical knowledge of the rules and regulations pertaining to various types of voluntary/worksite products and proven methods for communicating those options to employers and employees in a compelling way. Read More>>


Location

Workplace Benefits Renaissance Location
Trump Taj Mahal
1000 Boardwalk
Atlantic City, NJ 08401

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Monday, February 24, 2014

1:15 p.m. - 2:45 p.m.

PRE-CONFERENCE WORKSHOP: HAS ACA SHIFTED THE ROLE OF THE BROKER - ARE YOU FAILING YOUR CLIENTS? (INCLUDED WITH YOUR CONFERENCE REGISTRATION FEE)

Moderator: Dori Molloy, Regional VP, TRANSAMERICA WORKSITE MARKETING
Panelist: Diane Goldman, VP, NEW AGENCY PARTNERS, LLC
Panelist: Kimberly Landry, Analyst, Group Insurance Research, LIMRA

Half of the employers surveyed who use an adviser said in a recent survey they were satisfied with their adviser. However there is room for improvement, as 4 in 10 small businesses were neutral with regards to satisfaction with their adviser. The top reason small business employers gave for eliminating their adviser was cost. Generally speaking, employers believe the adviser's role is transactional rather than as an adviser. This session will also include the results of LIMRA’s most recent survey on the employer’s perspective toward the benefits adviser.

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