All People, LISI News, News, Webinars

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