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Welcome to the 18th Annual Producer Conference

Dan Johnson, VP of Sales, Marketing & Product. Welcome to the 18th Annual Producer Conference. A year in review. Supreme Court upholds PPACA. A year in review. President re - elected. A year in review. Dangling at the edge of the fiscal cliff. A year in review.

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Welcome to the 18th Annual Producer Conference

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  1. Dan Johnson, VP of Sales, Marketing & Product Welcome to the 18th Annual Producer Conference

  2. A year in review Supreme Court upholds PPACA

  3. A year in review President re-elected

  4. A year in review Dangling at the edge of the fiscal cliff

  5. A year in review PPACA drives healthcare choices for Corporate America.

  6. A year in review Multiple insurers exit the long-term care market

  7. A year in review Multiple insurers entering the voluntary worksitemarket

  8. A year in review NFL replacement referees REPLACED! Green Bay Packers 11-5* *Seattle loss!

  9. Three key takeaways Experience Innovation Change

  10. VBS Experience Why should you and your clients care?

  11. Trustmark celebrates 100 years.

  12. Experience Few companies survive to be 100 Of the more than 5,000 publicly traded companies, less than 10% are 100 years or older, according to USA Today Just 23 large private firms have reached that milestone Trustmark turned 100 yesterday, January 13, 2013

  13. VBS Innovation

  14. Innovation • Prior innovation • Universal Life & LTC • EZ Value increases (Life and CI) • Lump-sum Cancer & CI • LifeHealth & Wealth • Returning to our innovative roots • Enhanced Accident plans • Business transformation • Voice of the customer

  15. Trustmark Mission Helping people increase well-being through better health and greater financial security.

  16. Trustmark Voluntary Benefit Solutions • Financial protection and “Promises to Pay” • Offering benefits for • Death • Long-term care • Disability • Cancer • Critical Illness • Accident • Preventive care • We deliver checks – when others bring bills to pay!

  17. First accident policy - 1913 And we have been making promises and delivering on them since 1913.

  18. Communication solutions Producers/Employers Employees & enrollment print & online • Communication • Engagement • Wellness • CDHP • Data cleansing • Dependent audit • Core enrollment • Customer Service • 401(k) • Healthcare reform

  19. Change

  20. Next up… On tap today

  21. A message from our Chairman Grover Thomas, Trustmark Companies Chairman of the Board

  22. Voluntary Benefit Solutions update Alex Moral, Senior VP, Trustmark Voluntary Benefit Solutions

  23. Accident product update Julie Pohjola, AVP of Product Management

  24. Guest speaker: Dr. Kevin Freiberg

  25. Guest speaker: Dale Alexander, Alexander & Company

  26. Diving into VB • You asked for it – you got it! • Fun, informative and rewarding breakout sessions • 100 years of experience • Enrollment technology • Best practices • LifeHealth & Wealth • Universal Life • Critical Illness • Accident • Disability

  27. What do we hope you gain? A home for your voluntary benefit and wellness solutions! Client communication and engagement solutions. Reaffirming your choice in Trustmark.

  28. Finally that we at VBS have the: Experience in this VB market to serve you and your clients. Innovation that we will continue to bring innovative solutions. Change is good. We continue our business transformation process.

  29. Ask these people: Why? Frank Shimsky Charlie Stepnowski Ginger Panepinto Rick Cass John Gray Dave Maddox Cliff Porch Joe Gaudino Jim Davidson Jim Kreig John Keenan Ron Kleiman Tommy Suggs Mike Stepnowski Jim & Patty Ward Linda Elliott

  30. Let’s get started!

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