Thursday, March 2, 2017


11:20 a.m. - 12:30 p.m.

The Brokers Innovation Playbook for 2017

Joe Donlan Douglas Maher

Joe Donlan
SVP, Segment Leader - Broker Business, Connecture

Douglas Maher
Executive Director, Employee Benefits, EIIA

With a new President in the White House, America’s fragmented healthcare system now faces different challenges and monumental change. Yet, one critical obstacle remains the same: healthcare consumers still carry the heavy burden of rising healthcare costs, yet lack transparency in price and quality data. As a result, employers – now more than ever – are relying on their broker partners to help them navigate the ever complex employee-benefits landscape. And brokers are rising to the occasion through new innovations in benefits technology.

2:00 p.m. - 2:45 p.m.

Developing New Voluntary Products for a Changing Workforce

Alvin Heggie Katie Dunnington Scott Mardis

Alvin Heggie
AVP Strategic Product Delivery, MassMutual

Katie Dunnington
VP, Group Product Solutions, Lincoln Financial Group

Scott Mardis
Field Development Director, Kemper Benefits

Today’s benefits landscape is changing faster than ever before with no signs of slowing down. Developing new voluntary products for a workforce comprised of baby boomers that are working longer and millennials that make up the largest and youngest portion of the workforce is a challenge for everyone. Rising health care costs, employees paying more than ever before, and a diverse workforce puts pressure on advisors and carriers to bring the most suitable solutions to current market dynamics. Join us to discuss the trends that are shaping new products.

2:50 p.m. - 3:35 p.m.

Prospecting Success: Products That Open New Doors

Jack Kwicen Gene Lieberman Chas Rampenthal Sara Gunn

Jack Kwicen
Managing Director, Daymark Advisors, LLC

Gene Lieberman
National Benefits Director, Pinnacle Communications International, Inc.

Chas Rampenthal
General Counsel, LegalZoom

Sara Gunn
Director of Marketing, ID Watchdog

In this session the speakers will explore how to use innovative non-insurance product offerings as a door-opener in your prospecting and business development activities. Employers are seeking new ways to enhance their benefits at little or no cost, and employees are requesting a variety of life-style benefits. Attendees will also learn how to use new innovative products as an inducement for employees to meet with benefits counselors and to increase employee engagement.