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Audio Seminar Series

Introduction to PlanB for Health - By Ira Roffel
History and Development of Non-Insurance Plans - By Dr. Tony Dale
Association Insurance Benefits - By Garry Helms
Patient Advocacy - By Dr. Tony Dale

Next Seminar: Wednesday, September 8, 10 a.m. Central Time
Health Savings Accounts (HSA's) and non-insurance healthcare protection plans, by Gerard Gershonowitz, President of New York Chapter of National Association of Health Underwriters

Introductory Seminar: PlanB for Health Benefits

By Ira Roffel, Co-Founder, Senior V.P. of Sales and Marketing<br />

We believe that a solid knowledge of the product is essential in helping people enjoy the benefits of our programs. This link will give you access to a one hour product knowledge seminar given by Ira Roffel, making a presentation to a large group of new PlanB for Health Insurance agents and general agents.

Summary of seminar:

  • Detailed benefit description
  • How Benefits are accessed by members
  • Details on value-added services
  • Analysis of the underlying networks
  • What makes us different
  • Total healthcare management
  • Company profile
  • Q&A - Ira answers questions from agents

To listen to seminar, CLICK HERE

About Ira Roffel:

As an international speaker, trainer and consultant for almost three decades, Ira Roffel has built a successful profession in the fields of sales, customer service and collections. As a sales professional, Mr. Roffel has produced millions of dollars in individual sales, regularly receiving top awards for personal performance. As a sales manager, he has generated over $100 million in revenues for major corporations. He graduated with honors from Richmond College in New York in 1971.


Seminar Series:
Insurance Agents Surviving The Healthcare Crisis

"Everything you need to know about non-insurance Healthcare Plans"

This seminar series examines the emerging non-insurance healthcare industry and its impact on health insurance agents.


In the first seminar in this series,

Held on June 9th 2004 Dr. Tony Dale, founder of the Karis Group joined Ira Roffel Senior VP of Sales and Marketing Value Health Access an overview of the Seminar series. It included a brief history and development of non-insurance plans and it reviewed the essential elements of an effective and complete program.

To listen to seminar, CLICK HERE

About Dr. Tony Dale:

Dr. Tony Dale was trained at the world famous Royal and Ancient Hospital of St. Bartholomew (Barts Hospital) in the UK. From his personal experience of the inconsistencies and staggering cost of the medical system, he determined to find a way to help people find a fairer and more predictable cost management system. This early experience of working with groups that did not have effective PPO structures in place, led to the initial focus on "out of network" discounting. His company, The Karis Group, has always maintained a particular interest helping individuals and groups that have not been able to afford adequate health coverage.

 

In the Second seminar,

this month's presentation on July 14th 2004, Jack Esellen of Medifile and Gary Helm of Marsh examined the affordable healthcare protection benefits including Accident Medical Expense, AD&D, Critical Illness and Disability, Travel Assistance, Emergency rescue Medifile*, the foundation of an effective non-insurance  healthcare protection and savings plan. This month's seminar continues to examine the emerging non-insurance healthcare industry and its impact on health insurance agents

To listen to seminar, CLICK HERE

About Gary R. Helm:

Gary R. Helm is Vice President and Consultant responsible for new client development and implementation for Marsh Benefit Services.  His activities include consultation and introduction to Marsh benefit practices, technology services, and administrative outsourcing services.  Mr. Helm has specialty expertise and experience in consulting on the design, structure and cost of voluntary benefit plans for associations and multi-employer arrangements. 

Mr. Helm began with the company January of 1995 to work exclusively with the State of Minnesota on their multiple employer coalition plan as the marketing liaison between the state and their insurance plans for public and private companies.  His duties have expanded to working with a variety of clients in consulting and sales for life, disability, dental, medical, and other benefit plans.  Mr. Helm is also responsible for voluntary benefit association/affinity business for Marsh Benefit Services, and is a consultant/broker for several national association programs.

In the third seminar,

on Wednesday, August 11th, Dr. Tony Dale (See Bio Above) presented Patient Advocacy, the most important benefit  of our healthcare protection program.    Patient Advocacy    assists those who have no health insurance and are dealing with catastrophic medical expenses. This single benefit, one of many in our suite of non-insurance healthcare protections, has saved millions of dollars for thousands of people who otherwise might have been denied critical medical care.

To listen to seminar, CLICK HERE

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