Employee Benefit Adviser Summit - September 28, 2010

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Looking Into The Future: What Your Clients and Your Business Will Look Like

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LOOKING INTO THE FUTURE:What Your Clients and Your BusinessWill Look Like : 

LOOKING INTO THE FUTURE:What Your Clients and Your BusinessWill Look Like Presented by Jerry Kalish, President, National Benefit Services, Inc.

Slide 2: 

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

“The future is now!”: Chip Douglas : 

“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

Slide 4: 

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 : 

“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

Slide 6: 

THE BUSINESS OF BENEFITS: It’s Changed

“The Tipping Point”- Malcolm Gladwell : 

Provider consolidation Increased competition What plan sponsors really, really want “The Tipping Point”- Malcolm Gladwell

Slide 8: 

THE NEW BUSINESS PARADIGM: Strategies for Retirement Plan Success

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

“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

Slide 10: 

Today’s Business Environment: This Time It’s Different The Business of Benefits: It’s Changed The New Business Paradigm: Strategies for Success

Slide 11: 

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 youFor further information:Jerry Kalish, PresidentNational Benefit Services, Inc.jerry@nationalbenefit.comwww.retirementplanblog.com : 

Thank youFor further information:Jerry Kalish, PresidentNational Benefit Services, Inc.jerry@nationalbenefit.comwww.retirementplanblog.com

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