Supplemental Benefits: Making a Stale Portfolio Fresh Again

Overview

Stale portfolio got your sales down? In this session, you'll learn about the latest and greatest in product development trends and innovations which you can use to refresh and revitalize your products. 

At the conclusion of this session, attendees will have a better understanding on market trends in product development as well as leading innovations.

Agenda and Speakers

Moderators/Presenters: Pamela Handmaker; Taylor McKinnon, JD

Pamela Handmaker;

Pam is a Sr. Director of Product and Innovation at Trustmark Benefits. She joined Trustmark in July 2015 and manages the development and oversight of Trustmark’s Paycheck Protect® and accident insurance products. Her responsibilities include researching marketplace trends and assessing the voice of the customer in order to create new product solutions, working closely with the actuaries along the way. Pam has acquired extensive product development experience in the financial industry at Northern Trust and JPMorgan Chase, and worked at Hewitt Associates earlier in her career managing a variety of client benefit implementations. Pam graduated from the University of Virginia with a bachelor of arts in psychology.

Taylor McKinnon, JD

Taylor provides comprehensive compliance support for insurance clients with an emphasis on supplemental insurance product development and design, including group, blanket, and individual accident, hospital indemnity, and critical illness products. As part of this process, Taylor drafts contracts, assists in market competitiveness analysis, manages project workflow, and provides state filing support, which involves communicating with state departments of insurance to facilitate product approvals. He also researches and summarizes state insurance statutes and regulations as necessary for product development and to support client’s other compliance needs. Beyond product design, Taylor also assists clients with a wide variety of accident and health insurance compliance issues, such as taxation of benefits, federal regulations, HSA compliance, and state legislative and regulatory changes.

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