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Employee Benefits Producer Training Program

Monday, April 23 - Thursday, May 3, 2018
International Foundation Training Center, Brookfield, WI
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The Employee Benefits Producer Training Program is an intensive ten-day course for those who want to succeed as employee benefits sales professionals. Blending the International Foundation’s respected employee benefits curriculum with The National Alliance’s acclaimed Dynamics of Selling results in an unprecedented opportunity to learn the best in selling techniques and about the complexities of health care, retirement and ancillary benefit programs. Taught by seasoned practitioners, you will learn a proven sales process, successful selling skills and the technical side of employee benefits. ​

Topics and Agenda​

Te​​n Days of Training

​Throughout the program, you will build your personal Gamebook™ to help you focus on and have the necessary resources for successful sales efforts. The Gamebook™ will bring together all of the information you need on your markets, prospects and administrative processes to stay organized and on track to manage your business. You will build your Gamebook™ and learn how to use it so you can hit the ground running when you return to the office.  


Sales Trai​​n​​​ing
  • Learn how to develop the traits of a "super producer."
  • Role-play to get immediate feedback on new skills.
  • Understand how to handle objections productively.

Employee Bene​​fits Training
  • Health care plan design, administration, compliance, underwriting, rate development and the request-for-proposal (RFP) process 
  • Health care reform: Update and implications 
  • Retirement plans 
  • Ancillary benefits ​​​
  • Consumer-driven health plans, value-based benefit design 
  • Financing mechanisms—fully insured to self-funding/ASO


Who Should Attend

  • New producers
  • Established producers who need to hone their skills within the employee benefits market
  • Employee benefits sales professionals, including brokers and consultants


Speakers at the Employee Benefits Producer Training Program are industry experts who will guide you through the best practices of the sales and employee benefits curriculum. Below are a few of the experts who have trained attendees in the past.​​​

​​​Rae Anne Beaudry
Executive Vice President
The Horton Group
Waukesha, Wisconsin
​​Mark J. D​unlop, ​CEBS, AEP, AFC, CFP, ChFC, CLU, FLMI, REBC, RFC, R​HU
Designed Benefit Incentives
St. Louis, Missouri
Robert J. Rogers, ChFC, CLU
Executive Vice President and
Chief Marketing Officer
Accident Insurance Services (AIS)
Dallas, Texas​

​Anne P. Sperling
President and CEO
Vanguard Reso​​​​​​​​urces, Inc.
Santa Fe, New Mexico​

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Continuing Education

As a benefit to attendees, continuing education (CE) credit for insurance will be filed in all states. This additional service is provided at a nominal administrative fee ($25) and must be paid by only those requesting CE credit. Please contact Theresa Bucek at The National Alliance by calling (800) 633-2165, ext. 6184, for state-specific CE questions.

Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.
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Registration Information

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Registration Information
  Member Nonmember

US $2,950.00 US $2,950.00