Innovative sessions for sales professionals

Sessions and Guest Speakers for Annual Supplemental Benefits Forum

Advocacy organization for critical illness insurance held annual forum in Orlando September 6 through 8

The National Association for Critical Illness Insurance (NACII), the nation’s leading advocacy organization focused on providing education and support for carriers and producers in the field of critical illness coverage, hosted the annual Supplemental Benefits Forum September 6–8 in Orlando, Florida. This year, in recognition of the organization’s 15th anniversary, the forum  expanded its focus to include a broader range of supplemental and voluntary benefits including Accident and Hospital Indemnity.

Two special bonus sessions were added to this year’s program. They are:

Principle-Centered Sales Training
Ken Smith, well-known author of Sales Lessons from the Masters, is an experienced insurance sales and marketing professional. This session will reflect what he has learned (and continues to learn) in his experience selling and training executives in the insurance industry. It is Ken’s belief that sales and success principles are like the laws of nature — they never change! This compelling presentation will illustrate what works and why, and it will be a must-attend session for insurance professionals not only in sales, but also product development, underwriting, and more.

Milliman’s Bonus Compliance Workshop
Stacy Koron, JD, along with other industry experts, will explore the increasingly complex regulatory environment in supplemental benefits. Developed in response to feedback from prior attendees, this session will cover key information on the newest updates in federal law, including the taxation of indemnity benefits and the impact of the changes to the ACA on excepted benefits. Panelists will also discuss state regulatory challenges and essential aspects of form filings, rate filings, and annual reporting. Among our distinguished panelists will be:

  • Dasha Brockmeyer, Associate Attorney at Saul Ewing LLP
  • Thomas Carswell, Assistant Director of the Division of Product Review at the Georgia Office of the Commissioner of Insurance
  • Traci Hawkins, Director & AML Compliance Officer at Trustmark Insurance Company
  • Jennifer Howard, Consulting Actuary at Milliman, Inc.

The 2017 NACII Supplemental Benefits Forum provided value for professionals in a variety of roles. Specialists in product development, claims, risk management, underwriting, pricing, sales and distribution, marketing, and administration found significant opportunities for professional growth and networking.

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