REGISTER TODAY Special Offer Attention: Brokers and Product Providers A Series of 3 Valuable Tele-Seminars, Spring 2012 Marketing Employee Benefits to the Strategic Employer How Successful Brokers and Product Providers Leverage Strategic Benefits to Maximize Sales |
A Managing Benefits™ Event
You’re invited to attend our exclusive 3 session tele-seminar series. Learn, from the
perspective of Employer experts, how Employers apply strategic approaches to their
Employee Benefits programs and how you can use this understanding in marketing
Employee Benefits products.
Why attend? Gain valuable insights into how leading Employers use benefits to achieve
their overall business goals. Master tools and techniques that work best to close sales to
strategic Employers.
Who should attend. Employee Benefits brokers, consultants, advisors, third party
administrators and product providers. These educational sessions are designed to deliver
extra value to everyone marketing and selling benefits products; even experienced
attendees will gain actionable, fresh insights.
Register Now
(Be sure to use your Discount Code)
Highlights of Your Agenda.
See the expanded Agenda (See below)
Your Tele-Seminar Leaders:
Donna Joseph Pete Tobiason
Employee Benefits advisors, trainers, coaches and speakers with a wealth of employer
experience as Benefits Director and ERISA Counsel at a major global multi-industry
company. Authors of the highly praised eBook “Making Voluntary WORKPLACE BENEFITS A
Valued Feature of Every Employer’s Benefits Program”.
Learn more about your tele-seminar leaders (see below)
Your Tele-seminar Schedule:
Important Spring 2012 Dates:
Tuesday, April 17 2 PM Eastern Time
Tuesday, May 15 2 PM Eastern Time
Tuesday, June 12 2 PM Eastern Time
Sessions are scheduled for 1 hour each and feature your opportunity to submit questions to
the tele-seminar leaders. We always respect your time and schedule. Program materials
are made available for download in advance of each session.
Special Bonus: If you cannot attend one or more of the live tele-seminar sessions, each
session will be recorded and available to registered attendees for replay at any time.
Our complete 3 session tele-seminar series is regularly valued at $297. And it’s easily
worth much more; content-packed programs like these often are priced at $200 (or even as
much as $300) for a single one-hour session.
But with the exclusive discount code below, you can attend our three session tele-seminar
series for the limited time, special early-bird fee of only $97
Register Now
perspective of Employer experts, how Employers apply strategic approaches to their
Employee Benefits programs and how you can use this understanding in marketing
Employee Benefits products.
Why attend? Gain valuable insights into how leading Employers use benefits to achieve
their overall business goals. Master tools and techniques that work best to close sales to
strategic Employers.
Who should attend. Employee Benefits brokers, consultants, advisors, third party
administrators and product providers. These educational sessions are designed to deliver
extra value to everyone marketing and selling benefits products; even experienced
attendees will gain actionable, fresh insights.
Register Now
(Be sure to use your Discount Code)
Highlights of Your Agenda.
- Session 1: How Employers Apply the Strategic Benefits Process for Competitive
Advantage - Session 2: The Strategic Assessment – How You Can Support an Employer’s
Benefits Program Review - Session 3: Expert Case Study: Using Strategic Positioning to Close the Sale for
Voluntary Benefits Products
See the expanded Agenda (See below)
Your Tele-Seminar Leaders:
Donna Joseph Pete Tobiason
Employee Benefits advisors, trainers, coaches and speakers with a wealth of employer
experience as Benefits Director and ERISA Counsel at a major global multi-industry
company. Authors of the highly praised eBook “Making Voluntary WORKPLACE BENEFITS A
Valued Feature of Every Employer’s Benefits Program”.
Learn more about your tele-seminar leaders (see below)
Your Tele-seminar Schedule:
Important Spring 2012 Dates:
Tuesday, April 17 2 PM Eastern Time
Tuesday, May 15 2 PM Eastern Time
Tuesday, June 12 2 PM Eastern Time
Sessions are scheduled for 1 hour each and feature your opportunity to submit questions to
the tele-seminar leaders. We always respect your time and schedule. Program materials
are made available for download in advance of each session.
Special Bonus: If you cannot attend one or more of the live tele-seminar sessions, each
session will be recorded and available to registered attendees for replay at any time.
Our complete 3 session tele-seminar series is regularly valued at $297. And it’s easily
worth much more; content-packed programs like these often are priced at $200 (or even as
much as $300) for a single one-hour session.
But with the exclusive discount code below, you can attend our three session tele-seminar
series for the limited time, special early-bird fee of only $97
Register Now
| Use Special Discount Code: Strategic for the special discounted registration fee of $97 (a limited time offer) Attend All 3 Sessions for only $97 Early bird fee promotional fee available only through March 30, 2012 |
No Risk to You. Our Satisfaction Guarantee: While we are convinced you will
receive valuable content worth far in excess of your investment in the tele-seminar
series, you can request a full refund of your registration fee at any time, and you will
receive a prompt refund.
| Marketing Employee Benefits to the Strategic Employer Agenda Session 1: How Employers Apply the Strategic Benefits Process for Competitive Advantage How Employers Think About the Strategic Process Meeting Employee Needs Through Employee Benefits The Employer’s Strategic Plan The Steps to Effectively Market to Employers 5 Key Steps - You Can Be The Employer’s Trusted Advisor Building Trust Takes Time, Service and Attention Session 2: The Strategic Assessment – How You Can Support an Employer’s Benefits Program Review The Assessment Process is Critical for Employers Opportunity for You to Support and Guide the Review Help the Employer Identify Team Members and Stakeholders Gathering the Facts – Benefits Program Inventory Assess Current Perception and Business Goals and Develop Desirable Positioning for the Future Report on Findings and Develop Recommendations Measuring Success of the Benefits Program Measuring Your Success: You Become the Employer’s Trusted Advisor for Employee Benefits by Supporting the Strategic Assessment Session 3: Expert Case Study: Using Strategic Positioning to Close the Sale for Voluntary Benefits Products Strategic Presentation of Your Employee Benefits Product Apply the 5 Key Steps: a Model Benefits Product Implementation. Using Strategic Positioning to Close the Sale for Voluntary Benefits Products Model Strategic Presentation Register Now (Be sure to use your Discount Code) ★ ★ ★ ★ ★ ★ ★ ★ ★ Meet Your Tele-Seminar Leaders Donna Joseph Pete Tobiason |
Donna Joseph and Pete Tobiason are the principals of Rhodes-Joseph & Tobiason Advisors,
www.rjtadvisors.com, an independent Employee Benefits advisory firm helping brokers,
vendors and other service providers, mid-size and large Employers, and Employee Benefits
professionals. They deliver value to their clients through creative and innovative solutions
to Employee Benefits challenges, bringing an experienced and independent employer
perspective. They offer advisory services, M&A transactional support, staff training and
coaching for benefits professionals’ career growth.
Donna Joseph founded and leads the company. Both she and co-founder Pete Tobiason
come from executive careers with ITT Corporation, a leading global multi-industry
company. At ITT, both were employee benefit leaders – designing, managing and
communicating all aspects of Employee Benefits programs. They each have over 30 years
experience working with complex benefits programs both in the U.S. and globally and bring
deep and broad based knowledge and skills to their clients. They are well known and
highly regarded active leaders in the benefits community.
Donna Joseph held a number of executive positions at ITT, including Director of Employee
Benefits. She represented ITT on the Foreign Benefits Study Group and served on the Board
of Directors of the American Benefits Council, a Washington DC based association focused
on the interests of Employers and their benefit plans. Donna holds a Bachelor of Arts from
Boston University.
Pete Tobiason was the Assistant General Counsel – Employee Benefits at ITT, responsible
for global Employee benefit compliance. A leader of ERIC, the ERISA Industry Committee,
he most recently served as Chair of the Board of Directors of the organization which
represents the interests of major Employers on Employee Benefits legislation and policy.
Pete holds an A.B. degree from Columbia University and a Juris Doctorate from the
University of Pennsylvania Law School.
Donna and Pete provide coaching for Employee Benefits professionals through their Grow
Your Benefits Career™ coaching practice. www.GrowYourBenefitsCareer.com
Rhodes-Joseph & Tobiason Advisors is a woman owned and managed business.
★ ★ ★ ★ ★ ★ ★ ★ ★
Register Today
(Be sure to use your Discount Code)
Payment Information. You can register for this tele-seminar series and pay the
registration fee online by visiting our website www.rjtadvisors.com , by telephone (203-
883-8144, not a toll free number) or email (info@rjtadvisors.com ). We accept Visa,
Master Card, American Express, and personal and company checks or Money Orders (U.S.
Funds only). For more information on these options, please call 203-883-8144 (not a toll
free number).
Rhodes-Joseph & Tobiason Advisors, LLC collects and remits sales or use tax at the rates required by
applicable state law.
Rhodes-Joseph & Tobiason Advisors, LLC
1177 High Ridge Rd, Stamford, CT 06905
203-883-8144
info@rjtadvisors.com
©Copyright 2012 Rhodes-Joseph & Tobiason Advisors, LLC. All rights reserved
www.rjtadvisors.com, an independent Employee Benefits advisory firm helping brokers,
vendors and other service providers, mid-size and large Employers, and Employee Benefits
professionals. They deliver value to their clients through creative and innovative solutions
to Employee Benefits challenges, bringing an experienced and independent employer
perspective. They offer advisory services, M&A transactional support, staff training and
coaching for benefits professionals’ career growth.
Donna Joseph founded and leads the company. Both she and co-founder Pete Tobiason
come from executive careers with ITT Corporation, a leading global multi-industry
company. At ITT, both were employee benefit leaders – designing, managing and
communicating all aspects of Employee Benefits programs. They each have over 30 years
experience working with complex benefits programs both in the U.S. and globally and bring
deep and broad based knowledge and skills to their clients. They are well known and
highly regarded active leaders in the benefits community.
Donna Joseph held a number of executive positions at ITT, including Director of Employee
Benefits. She represented ITT on the Foreign Benefits Study Group and served on the Board
of Directors of the American Benefits Council, a Washington DC based association focused
on the interests of Employers and their benefit plans. Donna holds a Bachelor of Arts from
Boston University.
Pete Tobiason was the Assistant General Counsel – Employee Benefits at ITT, responsible
for global Employee benefit compliance. A leader of ERIC, the ERISA Industry Committee,
he most recently served as Chair of the Board of Directors of the organization which
represents the interests of major Employers on Employee Benefits legislation and policy.
Pete holds an A.B. degree from Columbia University and a Juris Doctorate from the
University of Pennsylvania Law School.
Donna and Pete provide coaching for Employee Benefits professionals through their Grow
Your Benefits Career™ coaching practice. www.GrowYourBenefitsCareer.com
Rhodes-Joseph & Tobiason Advisors is a woman owned and managed business.
★ ★ ★ ★ ★ ★ ★ ★ ★
Register Today
(Be sure to use your Discount Code)
Payment Information. You can register for this tele-seminar series and pay the
registration fee online by visiting our website www.rjtadvisors.com , by telephone (203-
883-8144, not a toll free number) or email (info@rjtadvisors.com ). We accept Visa,
Master Card, American Express, and personal and company checks or Money Orders (U.S.
Funds only). For more information on these options, please call 203-883-8144 (not a toll
free number).
Rhodes-Joseph & Tobiason Advisors, LLC collects and remits sales or use tax at the rates required by
applicable state law.
Rhodes-Joseph & Tobiason Advisors, LLC
1177 High Ridge Rd, Stamford, CT 06905
203-883-8144
info@rjtadvisors.com
©Copyright 2012 Rhodes-Joseph & Tobiason Advisors, LLC. All rights reserved
★ ★ ★ ★ ★ ★ ★ ★ ★ Here are more details on the Program Agenda |