Each of the following presentation topics can be given as a keynote speech (45 to 90 minutes) for industry or client conferences or for marketing staff seminars. They can also be expanded to half-day and full-day interactive seminars. Additional presentations may be based on any of the articles on this website.  Handouts from selected speeches are provided below.

 

Typical participant feedback on presentations is HERE and a list of recent articles and speeches is HERE.

Only You Can Fix Retirement Education...why it doesn't work and how plan sponsors can fix it.

 

Getting DB Plan Participants to Say 'Wow!...how to get employees to appreciate the real value of their DB plan -and how public DB plan sponsors can get taxpayers to understand why DB plans are important. 

 

Retirement Communication Condundrum...use 'best practices' that fail or do what's best? A discussion starter.

 

PBGC's 25th Anniversary Event...why DB plans deserve more love, but probably won't get it. (1999)

 

Healthcare Savings Accounts and Consumerism Communication...help employees act like healthcare consumers.

 

Developing a Strategy to Effectively Communicate Healthcare and Consumerism...how to do healthcare communication better.

 

Introducing HSAs - It's Not the Same Old Approch...HSAs have turned health plans 'upside down' and that's why they must have a new communication approach. (2005) 

Making Benefits Positive Rewards...Again...how improved communication can change benefits from dissatifiers to positive rewards.

 

Planning for Benefit Cutbacks - A Workshop...building a stratigic plan with messages that matter won't make employees happy about cutbacks, but it can reduce negative reactions.

 

Improving Benefit ROI by Making Value Count...too much emphasis on costs undercuts the real value of benefits, plus how to show what really counts.

 

Communicating a New Incentive Pay Plan...the goal is to get what you pay for - so the communication and plan design must be aligned.

Unless Retirement Becomes Something Employees What to Buy - It Just Isn't Going to Work...how to turn employees into retirement income consumers. 

 

Related Article: Help 401k Participants Discover the Value of Annuities - National Underwriter Magazine, June 2008

      Participants need to see how to purchase the retirement financial lifestyle they want...and add a lifetime guarantee. 

 

Help Plan Sponsors Create Better Health Consumers...how the communication and marketing staff at healthcare plan providers can create consumer-oriented communication.