Presentations

Monday, March 10

Health Track

Health Care Reform: What’s the Next Move?

While much of the ACA has already been implemented, there’s certainly more to come in 2014 and beyond as the new benefits landscape takes shape. What will this evolution mean, and how can we best position ourselves to bring our customers the most value? Janet Trautwein, CEO of the National Association of Health Underwriters (NAHU), shares the latest news from Washington and provides her perspective on where we go from here.

Janet Trautwein, NAHU

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Assessing the Successes and Failures of the Private Exchange Marketplace

Most employers will continue to offer group insurance in 2014 and beyond, yet may consider private exchanges or other arrangements that involve a defined contribution approach to health and welfare benefits. It’s critical that you’re up to date on one of the hottest employee benefits topics of this decade and can separate fact from fiction. Catch up on the status of public exchanges, the rapidly developing private exchange market and the new NFP Marketplace.

Don Garlitz, NFP Marketplace
Mark Rieder, NFP
Advisor Panel

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Effective Models for Staying Profitable in the Wellness Business

Investing in workforce health is a key strategy and focus for today’s employer. In fact, recent studies indicate that nearly three-quarters of all employers have some type of wellness program in place. So how can your firm bring innovative programs and strategies to the table and create the value necessary to effectively generate revenue? Learn how this panel of advisors does it, and hear how their approach to the wellness business gives them a competitive advantage and produces income in the process.

Jim Dustin, Employee Benefits International
Andrew Fondow, First Person Advisors
Mim Senft, NFP

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Alternative Funding Strategies in the New Health Care Reality

According to the 2012 Kaiser Family Foundation/HRET survey, the percentage of private sector employees covered by health plans that are either partially or completely self-funded increased from 44 percent in 1999 to 60 percent in 2012. The ACA is expected to continue to accelerate this trend and, as a result, products and cost-containment strategies in that market are evolving. Get an informative look at self-funding options in the small and large markets, as well as other funding strategies, such as captives and reference-based pricing.

Brian Zidek, Excess Re
Bernie Tillotson, NFP P&C

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Retirement/Executive Benefits Track

Readying Employees for Retirement with Courageous Plan Design

For years, enormous resources have been expended to encourage employees to participate in their employer’s 401(k) plan. After all, if the benefits are made clear and it’s easy to enroll, who wouldn’t take full advantage? Yet three decades after the 401(k)’s debut, many employees are still ill-prepared for retirement. Why? The problem isn’t education, access or, as some claim, a “broken” system. It is, in a word, inertia. Employees struggle to act in their own best interests even when they know it could help. That’s why we need to ensure that it takes less effort to succeed at saving for retirement than to fail. Join our expert panel for a discussion on how to succeed with courageous plan design. Plus, you’ll get a firsthand demonstration of NFP’s proprietary tool designed to drive positive outcomes.

Kellen Foley, RPAG
Randy Riggins, Oxman Riggins
Brian Donofry, NFP
Joel Shapiro, NFP

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The Expanded Definition of Retirement

Are you making sure that all of your clients’ retirement needs are being addressed? It’s time to integrate 401(k) plan and executive benefits business for a bigger definition of retirement. Find out how you can create more revenue from your existing clients and prospects.

Nick Della Vedova, NFP 401(k) Advisors
Brian Donofry, NFP
Fred Hill, NFP
Tony Greene, NFP

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Tuesday, March 11

Health Track

HR Services: Positioning the Sale to Maximize Client Satisfaction

The delivery of HR services is rapidly evolving. Organizations need a strategic consulting team with the experience to help them evaluate and deploy technology solutions, develop systems to drive efficiency and effectiveness, and implement policies and programs to ensure compliance and employee engagement. NFP HR Services offers a full suite of value-added services for your client, based on the results of an assessment and in collaboration with the client advisor team. Come explore how your peers position HR services to help grow their business.

Kim Davis, NFP
Melinda Figeley, NFP
Mark Rieder, NFP
Advisor Panel

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Is Your Firm Missing the Boat on Non-medical Revenue Generation?

It’s a common question — “What can our firm do to make up for revenue that’s been lost due to industry changes in commission structures?” Well, the opportunities are endless, and the ability to impact your bottom line is right at your fingertips. Discover several ways you can assist your clients and prospects in their goals of cost containment and employee satisfaction, while generating additional income for your firm.

Diane Brake, Express Scripts
Megan Jackson, Alterity
Joel Ray, New Benefits
Sharla St. Rose, NFP

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Retirement/Executive Benefits Track

Profit from Your Bank Relationships

Learn how you can capitalize on your existing bank relationships by providing essential and successful executive plan strategies using bank-owned life insurance (BOLI). Find out how two NFP plan advisors were able to identify the right prospects and how they brought NFP Executive Benefits into the deals. You’ll also see how NFP’s proprietary BOLI tools and resources are used to successfully close cases.

Jonathan Duda, NFP
Brian Rodgers, NFP
Marty Thompson, NFP STA Benefits

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