Mar 06, 2018
In today's market, your role as a broker has evolved from being a benefits advisor to much more. We want to help arm you with information and insights that can help you address some of the questions you may be asked. For this reason, LISI and PrimePay are hosting a series of educational webinars to help you stay current on compliance and benefits issues, as well as share trends in employee benefits. Join us every Tuesday (9 am - 10 am) beginning March 27, 2018 through May 1, 2018 -- Attend one or all sessions and earn CE Credits.
| Date | Topic | LISI Host | PrimePay Presenter | Registration & Topic Details |
| March 27, 2018 | Non-Discrimination Testing: Ensuring a Passing Grade | Jeff Hoss, Regional Sales Manager | Jim Ingle, Director of Product Enablement |
Click here |
| April 3, 2018 | Best Practices for Section 125 Plan Success | Ryan Esway, Regional Sales Manager | JoAnn Vernon, Regional Advisor, Broker Concierge |
Click here |
| April 10, 2018 | Technology: Transforming the Employee Benefit Industry | Desare’ Kallingal, Regional Sales Manager | Lisa Collins, Director of Broker Concierge Partnerships | Click here |
| April 17, 2018 | ERISA 5500: Filing Failures to Avoid | Laurie Wolbart, Regional Sales Manager | Lisa Collins, Director of Broker Concierge Partnerships | Click here |
| April 24, 2018 | Health Savings Accounts: Identifying Effective Strategies | Frank Estrada, Regional Sales Manager | JoAnn Vernon, Regional Advisor, Broker Concierge | Click here |
| May 1, 2018 | Insights to the PEO & ASO Business Models | Jeff Hoss, Regional Sales Manager | JoAnn Vernon, Regional Advisor, Broker Concierge | Click here |
