"I Will Survive - Agency Survival"

Adam Pannell & Brett Rosen

2hrs CE Credit

The benefits industry is rapidly changing. Economic, political and market dynamics are dictating that we develop new ways of doing business. Market consolidation, commission compression, increased client demands, confused and frustrated individuals and families, and added complexity due to HCR are creating opportunities for successful agencies to separate themselves from the pack.  Come join us on May 16^th as we discuss the rapidly changing landscape and strategies your agency can deploy to capitalize on the chaos.

Brett Rosen

Senior Vice President of Mergers & Acquisitions

Since 2004, Brett Rosen has been an integral part of Digital's sales and marketing leadership team, responsible for managing and cultivating relationships with potential acquisition candidates and strategic partners.

Rosen works closely with agency principals and benefits leaders to help clarify their strategic employee benefits direction and understand how Digital's capabilities may well play a role in their evolution. Conversations and engagement with hundreds of agency leaders across the country put Rosen at the forefront of understanding how agencies are dealing with the changing environment and uncertainties facing the industry.

Prior to joining Digital, Rosen spent 15 years in various sales and management roles with Unum, Hartford and Cigna. He began his career as a staff consultant with Accenture after graduating from Bucknell University in 1989 with a bachelor's degree in business administration.

 Adam Pannell

Senior Vice President of Mergers & Acquisitions

Adam Pannell is responsible for managing and cultivating relationships with potential acquisition candidates and strategic partners in the western portion of the United States. He works closely with leading independent employee benefits agency owners to clarify the capabilities and resources needed to thrive in a changing marketplace.

Prior to joining Digital, Pannell spent 20 years in sales and management roles with Health Dialog, WebMD's Health Services Group and Mercer Human Resource Consulting. Early in his career, he was a top producing group sales representative for The Standard Insurance Company and Liberty Mutual.

Pannell has a bachelor's degree in business administration with a dual concentration in finance and insurance from California State University in Sacramento, as well as a master's degree in business administration from Southern Methodist University in Dallas. He also earned his CEBS designation from the International Foundation of Employee Benefit Plans and The Wharton School of Business at the University of Pennsylvania.

Contact Brett Rosen for presentation material.

[email protected]
404-992-5541