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Tuesday, February 24, 2015

3:15 p.m. - 4:00 p.m.

IMPLEMENTING A PRIVATE EXCHANGE – A BROKER’S PERSPECTIVE

Joseph A. Bucci Jr., CPA, CIC, Strategic Benefits Consultant, GBAC, INC.

This session will cover the consultative process that brokers and consultants must undertake to properly engage their clients.  From planning to implementation to pot-enrollment follow-up, the advent of private exchanges has changed the enrollment process for group benefits.  This session will also review a case study of a recent private exchange on-boarding and share the results of employee consumerism.

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