Looking Into the Future: What Your Clients and Your Business Will Look LikeEmployee Benefit Adviser Summit

LOOKING INTO THE FUTURE:What Your Clients and Your Business

Will Look Like

Presented by Jerry Kalish,

President, National Benefit Services, Inc.

“The future has already arrived. It's just not evenly distributed yet.”

William Gibson

“The future is now!”: Chip Douglas

• Today’s Business Environment: This Time It’s Different

• The Business of Benefits: It’s Changed

• The New Business Paradigm: Strategies for Success

TODAY’S BUSINESS ENVIRONMENT:

This Time It’s Different

“It isn’t so much that hard times are coming; the change observed is mostly soft times going. ”- Groucho Marx

• The new economic normal

• The cautionary generation

THE BUSINESS OF BENEFITS:

It’s Changed

• Provider consolidation

• Increased competition

• What plan sponsors really, really want

“The Tipping Point”- Malcolm Gladwell

THE NEW BUSINESS PARADIGM:

Strategies for Retirement Plan Success

“Action is the foundational key to all success.” – Pablo Picasso 

• The old paradigm• Building a team of

business partners without adding overhead

• Building retention with clients builds profitability

Today’s Business Environment: This Time It’s Different

The Business of Benefits: It’s Changed

The New Business Paradigm: Strategies for Success

Come gather 'round peopleWherever you roamAnd admit that the watersAround you have grownAnd accept it that soonYou'll be drenched to the bone.If your time to youIs worth savin'Then you better start swimmin'Or you'll sink like a stoneFor the times they are a-changin'

Thank you

For further information:Jerry Kalish, President

National Benefit Services, [email protected]

www.retirementplanblog.com