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Dave Monson Voya® Affinity Group Account Manager Voya® Affinity Group

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Presentation on theme: "Dave Monson Voya® Affinity Group Account Manager Voya® Affinity Group"— Presentation transcript:

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2 Dave Monson Voya® Affinity Group Account Manager Voya® Affinity Group
Minneapolis, MN

3 NGAUS Insurance Trust 2015 Plan Experience Review 2016 Plan Experience Estimate though 6 Months 2016 Marketing Activities

4 NGAUS Insurance Trust Summary of 2015 Plan Experience
$ ,854 Technician Plan Fees 726,828 Technician Plan Surplus / Excess PSR 46,089 MemberLife Plan Fees 0 MemberLife Surplus / Excess PSR 13,736 New York Technician Plan Fees $ 1,370,507 TOTAL

5 NGAUS Insurance Trust

6 NGAUS Insurance Trust July 2016
Review of 6 Months Estimated Comparison with 2015 6/30/ /30/2016 $ 319,349 $ 273,019 Technician Plan Fees 238, ,534 Technician Plan Experience Refund 23, ,218 Member Plan Fees (84,166) (33,141) Member Experience Refund 7, ,778 New York Technician Plan Fees $ 505,220 $ 626,408 TOTAL

7 NGAUS Insurance Trust

8 NGAUS Insurance Trust

9 NGAUS Insurance Trust

10 NGAUS Insurance Trust

11 NGAUS Insurance Trust Marketing Activities

12 NGAUS Insurance Trust 2016 NGEDA Conference
Marketing Activities 2016 NGEDA Conference Baltimore, MD - January 2016 2016 State Association Conferences 2016 EANGUS General Conference New Orleans, LA– August 2016 2016 NGAUS General Conference Baltimore, MD– September 2016

13 NGAUS Insurance Trust NGAUS Partnership Program
Marketing Activities (continued) NGAUS Partnership Program Piloted in TN - Fall 2010 Memorandum of Understanding (MOU) with state association $50 per new insured enrolled in the NGAUS Technician LTD plan to state association. Announced at NGEDA- Milwaukee – January 2011

14 NGAUS Insurance Trust NGAUS Partnership Program
27 MOU’s now in place with: Tennessee California Minnesota New Mexico Florida Nevada Nebraska North Carolina Washington Virginia West Virginia Illinois Puerto Rico Utah Maryland Colorado Hawaii Indiana Montana Connecticut Pennsylvania Missouri DC Delaware Arizona Alaska Oregon

15 NGAUS Insurance Trust NGAUS Partnership Program
314 New Technician LTD Insureds in 2011. 289 New Technician LTD Insureds in 2012. 233 New Technician LTD Insureds in 2013. 229 New Technician LTD Insureds in 2014. 234 New Technician LTD Insureds in 2015. 74 New Technician LTD Insureds so far in 2016. Total State Partnership: 1,350+ Lives / $350,000+ Annual Premium

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