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Course/Product Description
Title:

5th Annual Employee Benefit Adviser Summit

Duration: 3 days
Description:

5th Annual Employee Benefit Adviser Summit
Employee Benefit Adviser presents the 5th Annual Employee Benefit Adviser Summit, in Boca Raton, FL, September 26-28, 2010!

This Summit is the only industry event that provides the basics for your broker/adviser staff, as well as the advanced marketing and management techniques you need to grow your business in a tough economic environment.

The 2010 event is dedicated to helping you guide your clients to a brighter benefits horizon. This event aims to ready the community of advisers with news, commentary and analysis on a range of issues to ensure you are prepared to respond to the needs of your clients and individual employees.

Insightful keynote presentations, concurrent tracks of sessions, peer-to-peer dialogs and the opportunity to earn continuing education credits make this the most relevant and valuable event you’ll attend this year.

Hot Topics
  • Health and Wellness
  • Broker Business Tools
  • Success with Voluntary Benefits
  • Financial Wellness

Who Should Attend?
  • Broker/Adviser
  • Agents
  • Consultant
  • Financial Planner/Investment Adviser
  • Voluntary Benefits/Insurance Carriers
  • Administration Firm (TPA)

2010 Conference Tracks and Session Topics

Track: Health & Wellness
  • Panel Discussion: ROI for Wellness Programs
  • Consumer Driven Health Care - Still the Answer but what are the Questions?
  • Mini Med: Uncompensated Care - Hospital Sponsored
  • Recent & Anticipated Health and Welfare Legislation
Track: Success with Voluntary Benefits
  • Four Steps to Cross-Selling Voluntary Benefits
  • Serving the Service Industry
  • How Critical Care Plays a Role in LTC and Disability in the Marketplace
Track: Broker Business Tools
  • Assessing the Impact of Health Reform Under a Reformed Health Care System
  • Mastering the Essentials of Sales: Tips, Tactics, Strategies
  • The Emerging Role of the Business Advisor
  • Use a Competency Model to Build a Successful Firm
  • The Future Business Model for the Successful Employee Benefit Broker
  • Better Leads, More Clients & Fat Wallets
Track: Financial Wellness
  • Brokers Whistling Past the Graveyard
  • Looking Into the Future: What Your Clients and Your Business Will Look Like
  • How to Increase Efficiency and Profitability from Selling Small Retirement Plans
  • The New 403(b) Plan

Accommodations

Boca Raton Resort
501 East Camino Real
Boca Raton, FL 33432
Phone: 561-447-3000
www.bocaresort.com

Room Rates:
From $179 single/double
Ask for Benefits Forum/Source Media
Book before August 27, 2010
Attire: Business Casual


Substitutions and Cancellations

Substitutions may be sent at any time. No refunds or letters of credit are available later than the event Cut Off Date (14 Days prior to start date). All cancellations must be made in writing, submitted within 90 days prior to the Cut Off Date of the event and will be subject to a cancellation fee equal to 50% off the registration fee or a Letter of Credit which will cause forfeiture of the entire registration fee but allow one admittance to a future SourceMedia event to be used in the same year.
About The Provider: SourceMedia Conferences & Events attract over 20,000 attendees world-wide.

The content, which mirrors the mission of our publications and developed exclusively through market-driven research, embraces a variety of formats, including: conferences, executive roundtables, expositions, Web seminars, custom events and podcasts.

With over 70 events annually, we provide participants with premier content as well as access to the industry's top solution providers.

Events cover a range of topics including: Cards, Banking, Insurance, Financial Services, Accounting, Capital Markets, Collections and Credit Risk, information Technology, Employee Benefits, Mortgages, etc.
Price: $495.00
More Info: Contact Us For More Information


Currently Scheduled Locations & Dates For This Seminar

Course Title Date City/State Price
5th Annual Employee Benefit Adviser Summit 9/26/2010 Boca Raton, FL $495.00


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