NXT Life, Health, & Employee Benefits Innovation & Investment Forum
$299.00 Guarantees Your Seat At The Table!!!
Competition for the best companies is fierce. Investors are often shut out early because someone else has beat them there. At NXT, for each event, we focus on finding 10 investible companies in the life, health, and employee benefits space.


Our 70+ years of combined experience in the life, health, and employee benefits industry, combined with our "Daily Insurance Report" newsletter that is subscribed to by 25,000+ life, health and employee benefits professionals, provides an "UP CLOSE, FIRST LOOK" perspective into emerging companies, and trending products, services, technology, and innovation.

Our network and newsletters serve to keep our ears to the ground for these unique situations.
Our company was founded on one belief: NXT can find innovation and investment opportunities in the life, health, and employee benefits marketplace that are under the radar, unexposed to most investors and distributors.  
1) For example, one of our Palo Alto presenters is in a unique market niche that has a $3 trillion legal bill each year. An expense that could be significantly reduced with their service, while providing invaluable assistance to their members. Plus they already have a relationship with one of the biggest hospital organizations in the U.S.; and one of the biggest national charities in the U.S.

2) Another Palo Alto presenter is in the rapidly accelerating "financial wellness" space with a unique patented technology and has recently established relationships with two significant national organizations.

3) A 3rd presenter is a serial entrepreneur with numerous successful exits to his credit.  The company transforms how insurance carriers do business by leveraging the innovation from three global leaders in distribution, cyber security services, behavioral analytics, digitization, business processing, customer service and the client journey. With their services it's possible to deliver a fully integrated, end-to-end solution that encompasses all steps of the customer journey — from acquisition and behavioral analytics to distribution, underwriting, policy issuance, business processes, claims administration and dynamic, value added services. 

(See all 10 presenting organizations below!)

  8:00 a.m. to 8:55 a.m.   - Continental Breakfast & Registration
  8:55 a.m. to 9:00 a.m.   - Welcome & Introductions
  9:00 a.m. to 10:04 a.m. - (4) Fifteen-Minute Presentations
10:04 a.m. to 10:20 a.m. - Discovery Break
10:20 a.m. to 11:24 a.m. - (4) Fifteen-Minute Presentations
11:24 a.m. to 11:40 a.m. - Discovery Break
11:40 a.m. to 12:12 p.m. - (2) Fifteen-Minute Presentation
12:12 p.m. to 12:22 p.m. - Bonus Presentation
12:22 p.m.                       - Conference Adjourns
Multiple Venues & Dates
Palo Alto, CA - February 27, 2020 (Women's Club Of Palo Alto)

New York City, NY - April 22, 2020 (University Club)

Austin, TX - June 2020

Boston, MA - September, 2020
Don't Miss The
Early Bird Pricing.
The $299.00 registration fee increases to $499.00 14 days prior to each event.

One Lane / Two Audiences
Many health conferences are focused on health "care" rather than healthcare "distribution." 

Many insuretech and fintech conferences are dominated by "commercial" and "P&C" insurance plays. 

The first feature that makes our events unique is our lane; the focus is on "Investment and Innovation" in the "life, health, and employee benefits marketplace."

The second feature that makes our event even more unique is only half of our audience are investors. The other half are senior personnel from insurance companies who are responsible for strategic distribution arrangements, product development, and acquisitions. 

This benefits the presenters who are looking for strategic distribution arrangements or other partnerships with insurance carriers, and benefits the investors who can help with the funding necessary for growth, acquisitions, or business development.  
Who Is Presenting?
NXT invests a great deal of time and effort to bring to each of its events companies considered to be hidden opportunities in the life, health, and employee benefits space, or at least the ones that are not obvious and widely known.
To help potential attendees determine the value of participation at each NXT Life, Health & Employee Benefits Innovation & Investment Forum, NXT publishes the category and profile of each presenting company, but without listing their name.
While it is hard to keep the list of presenting companies completely exclusive, we make every effort to for the benefit of the meeting attendees, as well as the companies presenting. 

We do this to assure that the attendees at each one-day conference have the first opportunity to connect with the founders and CEO’s of these “hidden gem” emerging companies. We believe this face-to-face networking provides an early start in creating a relationship between attendees and their next potential investment/business partner.
Here are the categories of companies who will be presenting in Palo Alto. They are the future of life, health and employee benefits innovation and investment.
  • Maternal Care: Serve The Entire Family: Moms, Dads, Grandparents, Foster & Adoptive Parents with products delivered immediately: Becoming Pregnant * Pregnancy/Delivery * Infant/Preemie Care * Breast Feeding * Bottle Feeding/Start Solids * Child Growth & Development * Toddler Care/Dentist * Child Behavior * Mental Health Parent/Child * Parenting Questions * Nurse Advice * Car Safety * All Other Questions . (Plus this service can reduce the $3 trillion medical malpractice awards related to childbirth.)

  • Mental Health: An astonishing 70 million Americans grapple with the negative effects of stress on their lives and health.  Mental health disorders are among the most burdensome health concerns in the United States.  Stress-related anxiety and depression cost the healthcare system and employers over $500 billion. 60% of those who need mental wellness services fail to receive them. For those who do receive care, it is often inadequate. Technology can provide licensed and trained therapists that are available 24/7 via this flexible platform designed for ease-of-use, affordability and 100% confidentiality. 

  • ​Data / Cyber Security: This organization provides a comprehensive and focused suite of cyber security solutions to commercial and personal clients through personalized online assessment. Their suite spans cyber tool, security analytics and rapid defenses, education, integrated security analytics, real-time visibility, regulatory and compliance frameworks and specialized services.  

  • Automated Processing: Benefit Data Processing and Self Billing Services for Self-Administered Group Products. Their Flexible Import Engine can take data in from nearly any benefits platform, normalize the data into a single internal format for processing and analytics, and then automate export of the data (including adjustments for data changes) into Carrier internal systems.

  • DocTech: This organization is the leader in products based on technology that enables the complete end-to-end delivery of complex document services to online users. Over 1,000,000 document services are delivered every year to 60+ major brands worldwide who use their technology for their customers.

  • ​Financial Wellness: Discover a (patented) technology driven solution enabling employers to offer employees the right solution to help employees through their tough financial time with the convenience of paycheck deductions. It costs nothing to employers to offer and is simple to manage.

  • End-To-End Administration Integration: Employers can deliver a fully integrated, end-to-end solution that encompasses all steps of the customer journey — from acquisition and behavioral analytics to distribution, underwriting, policy issuance, business processes, claims administration and dynamic, value added services.  (Lead Generation And Acquisition / Policy Issuance And Administration / Cross-Sell And Upsell Nurturing / Analytics, Marketing, And Journey Mapping / Customer Analytics)

  • Marketing SaaS - This platform combines cutting edge technology with years of sales and marketing expertise to bring organizations a set of innovative tools absolutely crucial to successful marketing, distribution and sales - - trusted by a number of Fortune 100 companies within the US and Europe. The enterprise solution offers seamless distribution and unassisted enrollment, for associations, worksites, even direct to consumer. and optimizes content in a contextual manner, to provide each visitor with a highly personal and unique experience.

  • Conferences: InsureTech Connect  - 7,000 attendees /  HLTH - 7,000 attendees, / J.P. Morgan Healthcare Conference - 9,000 attendees / BLOCKCHAIN EXPO - 36,000 attendees. The conference space is red hot, and this company has sights set on a related, but unique, conference to draw 1000+ attendees.

Conference Organizers
The founders of NXT have extensive event experience and know
how to fill a room with people that represent unique value to each other.
Jim Ouimet
Jim Ouimet is co-founder of NXT.Services, the insurance industry’s leading event built to spotlight the dynamic innovations and changes disrupting the distribution of employee benefits and related services.

Prior to co-founding BenNext, Jim was President, US Marketing & Sales, for Afinium, Ltd., a customer centric enterprise enrollment and marketing platform.

Jim began his career with MetLife where he was instrumental in the development of Met’s individual voluntary benefits program.

He subsequently served as VP Broker Sales for BCBS of Kentucky, and was CEO of Kentucky Home Mutual Life Insurance Company.

Jim served as the first president of the Workplace Benefits Association and sat on its board for over a decade.

He has addressed many groups in insurance and financial services, and has been published in a number of prominent industry magazines. 
He authored The True Basics of Successful Selling, and eBooks, Becoming Customer Centric in a Product Centric Industry and Big Data Big Sales.

In 2000, Jim was inducted into the Worksite Marketing Hall of Fame, and in 2016 was named the first recipient of the Workplace Benefits Association’s prestigious Walt Podgurski Lifetime Achievement Award.

He is a graduate of Dominican College and received his MBA from the University of Notre Dame. 
Walt Podgurski
Walter Bernard (Podgurski) entered the insurance business after graduating from Miami University of Ohio where he was an All-American wrestler and later was voted into the Miami University Athletic Hall-Of-Fame.

The great majority of his experience has been in voluntary employee benefit plans and publishing.

In 1997, Mr. Podgurski formed what is now "Insurance Broadcasting" and the "Workplace Benefits Association."

In February 2011 Mr. Podgurski sold those assets to a major print publisher and event company.

After working with the acquiring company for several years, Mr. Podgurski set out in 2017 to build several new companies.
www.DailyInsuranceReport.com & NXT.Services

The "Daily Insurance Report" is now subscribed to by 25,000 elite insurance industry influencers who receive it Monday - Friday and have a quick overview of what is appearing in the media regarding the insurance industry; with an emphasis on life, health, and employee benefits.

The "Daily Insurance Report" publishes the life insurance, health insurance, and employee benefits news that matters.

Mr. Podgurski and his wife live part of the year near Naples, Florida and part near Cleveland, Ohio.

He enjoys family, writing, running, weight-lifting, movies, reading, and traveling.

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