Established in 2005 PerkPlans has evolved into a national perk’s platform with millions of members and is now available for HVBA members. PerkPlans adds value by providing our members selected discounts & services both nationally and locally. PerkPlans unique platform allows companies, associations, unions or non-profits to select the perks they want to offer from their extensive menu and plug their platform directly into your own website or intranet with no maintenance required.

Leverage Employee/Member Perks Like Never Before!

National Retailers

4000+ national retailers including:

• Best Buy
• Home Depot
• Target
• PetsSmart
• Bed Bath & Beyond
• Macy’s
• Sharper Image
• Walmart
• And Many More…

Save On

Travel & Entertainment

• Up to 60% off 60,000+ hotel rooms worldwide
• Up to 25% off Avis and Budget car rentals
• Vacation Packages
• Discounts at Theme Parks, Shows and Movie Tickets
• Discounts at Sporting Events & Concerts

Reality Benefits Network

• Mortgages
• Home Products
• Flooring
• Office Furniture
• Residential and Commercial Realtors
• Title
• Legal
• Moving
• Insurances

TWO

Simple Ways to Access PerkPlans

Visit: perkplans.com 

To Set-Up an Account

1. Click on “Sign Up”
   
2. Create a Username, Email, Password, and Company
   
3. Select “I agree to the Terms and Conditions”
   
4. Click Submit

PerkPlans HVBA Discount Marketplace Portal

Member Benefits

My Notification Service offers our subscribers an emergency medical and contact notification service. When an incident occurs, whether it is medically related, or an accident, our emergency call center team will send potentially life-saving medical information, specified by you, to emergency responders or hospital staff anywhere in the world. We will notify up to 9 contacts, such as family, friends, someone to care for your child or pet, even your employer. You can choose to have them notified by phone, text message, or email, informing them of your situation and location. At MNS, our mission is to provide you with peace of mind.

On average it takes a hospital 6 hours to contact a family member of a patient that is unable to respond and doesn’t have emergency contact information on them, in the event of an accident or medical emergency six hours can seem like a lifetime or a matter of life and death. Included in your HVBA annual membership you can have the peace of mind knowing that if anything happens to you, your family or an employee we will begin notifying people on that person’s contact list within 10 minutes of our staff being alerted.

How it works

• When contacted by First Responders or ER hospital staff members and provided with your personal My Notification Service ID Number, our 24/7, professional call center staff will immediately start notifying the people on your contact list and electronically transmit any medical information in your file to the hospital that is caring for you.
  
• My Notification Service is the only company of its kind that will not only relay potentially lifesaving medical information to hospitals but also alert EVERYONE on your contact list. Last year, over 20 million people were admitted to emergency rooms nationwide. In the unfortunate event you become one of them, your enrollment with My Notification Services will give you peace of mind knowing that the people who care about and rely on you the most will be aware of your situation.
  
• My Notification Service will transmit potentially lifesaving medical information you have entered into your file to the hospital where you are being treated at, this is a unique service offered only by the caring professionals at My Notification Service at no extra charge to you.

My Notification Service “Welcome” Packet

Upon joining the HVBA you will be mailed My Notification Services “Welcome Kit.” The Kit will be sent to the mailing address you included during the HVBA Member Enrollment process.

Your Welcome Kit will include:

1. Instructions for Account Set-up
   
2. Instructions on how to use your ID Stickers
   
3. How to access your ID Card (Printable form)
   
4. One (1) large sticker (for Automobile) –
   
5. Four (4) small stickers (for Drivers License, Passport, etc..)

If you have not received your letter by the end of the first month following your HVBA enrollment, kindly email: membership@vbassociation.com

*Member’s Welcome Kit’s are shipped to the mailing address you provided during your HVBA Membership Sign-up.

Account Set-up

1. Visit: mynotify1.com/createpassword
   
2. Enter the email address you provided to us and click “Set New Password.”
   
3. Your password will be emailed to you. After you receive your password you can then set up your account.
   
4. Go to mynotify1.com and click on “Login” and enter your email address and password.

Once logged in, click on menu options to update your information:

• Account Info (Manage your Profile)
  
• Medical Info
  
  • Primary Doctor
  • Medical Info–
  • Allergies, Meds, or Supplements
  • Connect your Medical Records Insurance info
    
• Emergency Prep (A guide on how to prepare for a medical emergency)
  
• Notification Card (For a digital copy of your MNS ID card)

Emergency Contacts

Add up to NINE contacts

1. Click “Notification Info”
   
2. Click “Add Person to be Notified”
   
3. Enter each contact’s info
   
4. Set a priority level for each emergency contact
   
5. Click ”Create Notification”

–– – –

A simple traffic ticket or a complex real estate transaction. A will or a slip-and-fall incident. Most people need a lawyer at some point or another. And when needed, having experts available to help navigate a legal situation can save you time and help you stay focused at work and throughout your everyday life. Remember, 57% of Americans do not have a will.

Members and their eligible dependents receive all of the following benefits included in your annual HVBA membership fee.

Free & Discounted Legal Care

• Legal care is either free, deeply discounted, or provided at the reduced hourly rate:
  
  • Free Initial Consultation
  • Free Document Review (up to 6-pages)
  • Free Simple Will for you and your family
  • Free annual federal and state tax return preparation
  • Unlimited tax advice / IRS audit assistance

• Discounted rates on:
  
  • Uncontested Divorce
  • Traffic Ticket Defense
  • Bankruptcy
  • Residential Real Estate Document Review
  • And More!
    
• Plan attorneys have contracted to charge 40% off their normal hourly rate, with a minimum of $125 per hour, for legal care beyond the free and discounted services
  
• Online Legal Forms: A wide-ranging selection of free and discounted self-service forms to create legally valid documents. Forms are state specific and include:
  
  • Last Will and Testament
  • Bill of Sale and Leases
  • Landlord / Tenant Agreements
  • Advance Health Care Directive / Living Will
  • Power of Attorney

Member Enrollment

1. Visit: legalclub.com
   
2. Click on “Member Login” in top right corner
   
3. Click “Activate Online Account” on the left your first time logging in
   
4. Enter the email address associated with your HVBA Membership and Click ”Submit”
   
5. Check your email and open email from: noreply@legalclub.com
   
6. Securely activate your account by clicking on the link in the email
   
7. A new window will open called “Activate password.” Create and confirm new password and click “Submit.”

Once Logged In:

• Download Legal Club’s “Member Guidebook”
  
• Browse Legal Form Catalog and modify for your own need
  
• Create your own “Simple Will”
  
• Access a FREE “Living Will” Template and revise online

Want an outline of your Legal Plan features & benefits?

Print this handy and a reminder to not let go to waste!

EndpointLock™ Keystroke Encryption software addresses a security threat known as keylogging spyware, which has become a main component in cyberattacks and are commonly downloaded as a result of clicking on an infected link inside an email, text message, social media or web page.

This practice of tricking unsuspecting victims into clicking on links that look legitimate is called “phishing”. According to recent reports, phishing was found in 90% of breaches and 95% of all phishing attempts that led to a breach, were followed by software installation, including keyloggers. Once a keylogger has infected a desktop, tablet or mobile device, it steals every keystroke typed including access credentials, credit card and banking information along with other sensitive data.

Keyloggers are difficult to detect by traditional antivirus and firewalls, even if these programs are kept up-to-date. According to recent reports, 97% of malware is now polymorphic, meaning it has the ability to change its form and evade antivirus.

Passwords and login credentials are created to identify a person entering a secure environment and can be considered the first link in the security chain. If keylogging spyware captures these credentials, it creates a weak link in the security chain and can give an unauthorized person access to a secure environment storing Personal Identifying Information (PII). With EndpointLock™, companies can strengthen the first link in the security chain by protecting their passwords and other credentials against keyloggers. EndpointLock™, eliminates the ability of keylogging spyware to capture keystrokes, even if a device is already infected. Hackers will always find ways to trick users into downloading a keylogger.

With EndpointLock^™ installed, the key logger, referenced above, is rendered useless.

WELCOME LETTER

Upon completing your HVBA Member Enrollment, EndpointLock™ will email you a welcome letter email*

SENDER: “CyberIdLock <noreply@acs- v1.cyberidlock.com”

SUBJECT: “Registration”

If you do not see the email in your Inbox, please check your spam folder.

Please follow all instructions on the “Welcome Letter” carefully!

Although your activation key can be retrieved from the EndpointLock™ portal, we also advise that you “Print and Save your Activation Key” in your “Welcome Email” as a reference.

If you have not received your letter by the end of the month following your HVBA enrollment, kindly email: membership@vbassociation.com.

HVBA Members are required to follow the following simple steps when registering for their EndpointLock™ Desktop and Mobile security benefits.

*Member’s EndpointLock™ “Welcome Letter” are sent to the same email address provided during HVBA enrollment.

SET-UP ACCOUNT

Follow these simple steps to register/activate your EndpointLock™ Desktop and Mobile Security:

STEP 1

Create Account Password and Register

This takes you to the EndpointLock™ User Registration Portal.

Your email (username) will be populated when you go to the portal and that’s where you will establish a password.

STEP 2

Click “Register.” That will take you to the EndpointLock™ Portal for activation.

If you are not directed to the EndpointLock™ Portal, you can go to Step 2 of the Welcome Letter, “Continue and Activate Your Plan Benefits”. You will hit the link to “Your Plan Benefits” which takes you to the EndpointLock™ Portal sign in.

Should you have any issues at all with your activation, connect with EndpointLock’™ Support: support.endpointlock.com/hc/en-us

Welcome to EndpointLock™ Desktop and Mobile Security! Youhave taken an important step in securing your personal and private data!

_{**Should you have any issues at all with your activation, contact EndpointLock™ Customer Support at: support.endpointlock.com/hc/en-us}

If you have passed the exam and received the Certified Voluntary Benefits Certification (“CVBS”) designation, the annual renewal fee is $149 in order to continue to use this professional designation. With your initial registration fee, your first year certification is included.

The $149 annual renewal fee is waived if you are a current active HVBA member prior to or on your annual renewal date.

With a commitment to Education, the Health & Voluntary Benefits Association has developed the first Certified Voluntary Benefits Specialist (CVBS) program. The CVBS program is focused on providing transparency, education and communication on ancillary benefits.

In an effort to incentivize Members to become experts in the filed of Voluntary Benefits, the HVBA has packaged TWO (2) Perks for the Industry’s most comprehensive industry professional certification

20% CVBS® Certification Discount

Members SAVE $400 off CVBS market price of $895

CVBS® Certified Members SAVE $149 on Annual Renewal Fee

Money in your pocket Cut the cost of renewal and lessen the worry about expiration dates

Whether you are an Employer/HR professional looking to drive employee satisfaction or recruitment, or help protect employees’ income and assets, or minimize their health risk and promote well-being; or you are an Insurance Agent, Broker, Consultant or Carrier advising your HR clients on programs that help offset their rising costs of healthcare, or deliver customizable benefits products and services for their unique workforce, or assist them in combating growing challenges presented by recruitment and retention; you’ve come to the right place! This designation not only teaches you ALL you need to know with the latest information voluntary benefit, the latest information on program design, communication and engagement strategies built for success, but we provide you piece of mind knowing you can make impactful, sustainable and cost reducing changes for both your company and its greatest asset its employees.

Our certification is aimed at improving your education and providing you with that competitive edge you’ve been looking for. The designation is awarded to the most qualified professionals working in the voluntary benefits field. The designation recognizes the ability to deliver customized voluntary benefits plans, tailored to organizations’ and employee’ needs.

The Certified Voluntary Benefits Specialist requires several modules of educational training followed by an online 100 question exam with a 75% passing requirement.

Possibly earn up to 14 SPHR Re-Certification Credits

Possibly earn up to 12 Continuing Education Credits for Agents, Brokers and Consultants

Nationally Approved by 50 States plus District of Columbia

As a HVBA member, you will receive a $400 discount on the CVBS certification program reduced from $895 to $495. In addition, your first year $149 certification annual renewal fee is waived as well.

Why we are Different & Unique

Tired of the same speakers and topics? Content that lacks. The HVBA virtual and in-person events are a place where people come to advance their careers and enhance their knowledge on topics affecting the voluntary benefits industry. It’s an event where people come to learn, network, share ideas, create new friendships and long-term business relationships. It is where delegates are open to new ideas and new ways of thinking.

There is no other event that brings ALL the stakeholders into one entire ecosystem. If you plan on attending a HVBA in-person or virtual conference events as well as any HVBA sponsored webinar, your attendance fee will be waived, and you will be automatically upgraded to the VIP conference package (where applicable.)

PRIORITY ACCESS

• Webinars
• Roundtable Discussions
• Think-Tanks
• Forums & Summits
• VBC Free Pass

The HVBA Roadshows are a place where people come to advance their careers and their personally transform.

It’s an event people come to learn, network, share ideas, create new friendships and long term business relationships.

It is where delegates are open to new ideas and new ways of thinking. There is no other event that brings ALL the stakeholders in one entire ecosystem.

The Health & Voluntary Benefits Association’s flagship event, the Annual Voluntary Benefits Roadshow (HVBA), is the metamorphosis of our industry. Nothing is changing on its own – Together, with a shared vision carrying out the HVBA mission, we change we wish to see. No industry event brings in all the decision-makers and all the stakeholders required to make meaningful and impactful change in our industry.

COMMUNITY. CREATIVITY. PURPOSE.

Be part of a community built upon concepts of leadership, promoting education, and spreading positivity to all those in attendance.

The lessons and messages bestowed are ones you will carry on indefinitely. Inspiring you to actively pursue our goals and serve the community in the process.

Creating Inspiration Worthy Moments 

• Creating inspiration worthy moments 
• Enhance Credibility
• Stand out from the Crowd
• Step out of your comfort zone
• Sharpen your skills
• Experience

A-LIST MINGLING

We remind you of the power inherent in your profession to connect with people…and sometimes, even change their perspectives along the way.

POWER YOUR EDUCATION EMPIRE

A classified lineup is pushing boundaries with impactful innovation and transformative changing topics. We bring you these leaders from the depths of employer benefits, healthcare, corporate wellness, precision genomics, medical travel, insurance, and more. Get to hear from some of the biggest names in the field in addition to some of the newest faces in it DRIVING creativity.

Run in circles with Business Elites paving the way and transforming the business of voluntary benefits.
Experience the best support in the industry and rub elbows with industry pioneers and trailblazers accelerating.

There is no industry event that brings in all the decision makers and all the stakeholders required to make meaningful and impactful change in our industry.

Don’t just take our word for it…

Entertaining Keynote Addresses set the tone for the event. The energy and insights will have you wanting more.

Our speakers are brilliant, dynamic on stage and skilled at making a personal connection with all in attendance.

We address YOUR pain points and unique challenges.

A-LIST LINEUP

• Captivates
• Motivates
• Activates

We not only spire but also offer marketing insights with real-word ideas and examples.

ACCESS 5 STAR CONTENT

PRACTICAL. ACTIONABLE. INSPIRATIONAL.

Featuring stellar rich content carefully curated including pioneering developments and innovations that help your business evolve by rethinking your product or business model—or both—from the ground up!

Transformative change will expedite the process and lead you and your business to rapid expansion and allow you to scale your business very quickly. We share strategies that truly push boundaries.

LEADERSHIP AWARDS

Award Categories

RISING STAR AWARD

This award recognizes outstanding achievement by a young, emerging leader in the Voluntary Benefits profession. This is someone who has made a “splash” in Voluntary Benefits.

EXCELLENCE AWARD

This award recognizes the outstanding accomplishments and contributions of individual employees, above and beyond an employee’s normal job responsibilities. Someone who has made an impact during the prior year in Voluntary Benefits.

TECHNOLOGY AWARD

This prestigious award recognizes the visionaries who are driving strategic technological transformations in Voluntary Benefits. Presented to a person or organization who is making breakthroughs in tech innovation that help improve the customer experience and bottom line for carriers and their broker partners. Open to benefit plan sponsors, benefit technology company executives, benefit advisers, brokers and consultants and others on the leading-edge of technology development, adoption and deployment (ie: ML, AI protocols, claims fillings, unique platform features, devices, software, systems, initiatives, or other programs that push the envelope).

PRODUCT INNOVATION AWARD

A person or firm who has made a significant innovation impact in the Voluntary Benefits vertical, product development or product enhancements; Honoring outstanding products that serve professionals who work in the Voluntary Benefits industry. Leaders include Healthcare Seeking Behavior (HSB) enhancements, Pandemic Benefits, or other product unique features.

HALL OF FAME / LIFETIME ACHIEVEMENT AWARD

This award is one of the most prestigious honors available, recognizing an individual who has demonstrated excellence and has had meaningful impact over the course of a career in Voluntary Benefits. This award was created to recognize the men and women who have made extraordinary strides, outstanding and lasting contributions to the Voluntary Benefits industry.

Past HofF Inductees

★ Robert Shestack 

★ Warren Benoit 

★ Marty Traynor 

★ Jim Davidson 

★ Gil Lowerre 

★ Tom Farmer

AWARD ELIGIBILITY RULES*

• Cannot be a previous award recipient
• 10+ years industry experience
• Proven service to his or her community
• Proven track record of helping grow the VB industry
• Has distinguished themselves within the VB industry
• Recognized by their peers as an industry leader
• Outstanding leadership qualities

*For all non-Hall of Fame nominees

ELIGIBILITY RULES

• 25+ years of industry experience
• Proven service to their community
• Proven track record of helping grow the VB industry
• Has distinguished themselves within the VB industry
• Recognized by their peers as an industry leader
• Outstanding leadership qualities
• Has been a prior recipient of a HVBA Award

If you plan on attending a HVBA in-person or virtual conference events as well as any HVBA sponsored webinar, your attendance fee will be waived, and you will be automatically upgraded to the VIP conference package (where applicable.)

Start your business with confidence. Form your LLC, Corporation or Nonprofit with the incorporation specialists trusted by over 500,000 businesses. HVBA members will receive a 20% discount on BizFiling services, excluding applicable state and federal filing fees.

Why Choose BizFilings?

Services Can Include but Not Limited to:

Your 20% discount is waiting for you!

The HVBA Resource Library is the member information hub, offering you a centralized portal for critical information, resources and tools.

Exclusive to active HVBA Members, the HVBA Benefits Resource Library equips you with everything needed to tackle today’s toughest challenges and succeed.

Explore information on:

• Recruiting & Retention
• Cost & Transparency
• Education & Communication
• Enrollment
• Administration
• Customization
• Engagement & Analytics

Professionals in the benefits business need a range of information, some of it is not easy to put your finger on. That’s why the HVBA has created a unique resource just for you.

With hundreds of articles and whitepapers to search through, written from top industry professionals on topics such as ERISA, Section 125, Enrollment, Communication, Product Innovation, Plan Design and COVID-19 research, you will have key industry information at your fingertips.

• Articles & White Papers
• Case Studies
• Checklists & Self-Assessments
• Guides & Roadmaps
• Infographics & Research
• Interview Insights
• News & Updates
• Templates & Worksheets
• Webinar & Podcast Recordings

Exclusive Content

Content is king! Let us help you be at the top of your game and succeed in voluntary benefits enrollment and administration. From Articles, eBooks, and White Papers to Research Studies, Expert Market Analysis, Breaking News, and only the latest and most successful industry trends, best practices, and innovations in voluntary benefits.  The HVBA is your reliable source for information that can bring money-saving ideas to your company. members gain access to breaking news, and only the latest in industry trends, best practices, and innovations.

It all starts here!

Access, post and share with HVBA members educational content in the HVBA Resource Library.

If you enjoy our content here, you’ll love the stuff we share in our online communities.

Search Function

Enter keywords, phrases, or topics to filter out resources in seconds!

Interview Insights

Gain insights from key figures & industry subject matter experts ranging from successful strategies, techniques, and insights. Discover how the visionaries and leaders behind the country’s most iconic organizations design and deliver breakthrough customer, product, and brand experiences.

Webinars & Virtual Event Replays

You want to attend our next live virtual event, but you have got a conflict on your calendar. No worries the HVBA has you covered with instant access to our virtual event replays. Replays are just a click away and at a time most convenient for you.

News & Updates

We help you stay in-the-know with regular reporting from the latest membership news, up-to-date new content additions and developments, to founding up the hottest community discussions letting YOU know what’s on the horizon – shinning the spotlight on member success stories

Workbooks & Action Plans

There is a great quote by Herbert Spencer that says, “The great aim of education is not knowledge, but action.” The HVBA is committed to delivering key content such as worksheets, action plans, and exercises, to help you take what you have learned and put it into action – achieving your goals and deliver results.