News & Events

May 7, 2007 EduCall- Worksite Plans: Are they right for your client?

Sponsored by Trustmark.

Speakers:

Phillip Vance, CLU, has more than 30 years of experience in the insurance business, and has received multiple industry and company awards for worksite marketing production. He is currently serving as Director of Special Markets with Bankers Fidelity Life in Atlanta, GA, where he is involved developing new Markets and overseeing Worksite Marketing efforts, as well as working with Affinity Group and Association Marketing.

Daryl Oliver, CES has been in the employee benefit business for nearly 15 years, both as an underwriter and a sales representative. Daryl is currently partner for Titan Benefits. Prior to launching Titan, Daryl was associated with CNA Group Benefits and UnumProvident. During his tenure with these two companies, he was the recipient of numerous national sales awards including "Sales Representative of the Year" in 1998, 1999 and 2000.

During this presentation you can expect to learn successful ways build your business, how to change your mindset from customer to client building, how the industry is changing, cost is shifting , and how to effectively problem solve in addition to how to add value without adding cost to the employer as well as the process and how to get involved.