IF YOU MISSED OUR 2020 VIRTUAL SALES SYMPOSIUM,
YOU CAN CHECK OUT INDIVIDUAL SESSIONS RIGHT HERE! 

Embracing the Opportunity: 5 Ideas You Can Use Now

Linas Sudzius, JD, CLU®, ChFC, Advanced Underwriting Consultants

Do you work with small businesses? American National specializes in helping small business owners. When discussing qualified plans, we want to know how they fit, where they fit, what they do, and what their advantages are. In this video, we give you tools like scripts to get started right away in talking to small business clients now.

The Story of You: Retirement Plan Solutions for Business Owners

Jonathan Sacks, Pension Sales Consultant, American National

Are you waiting for things to get back to “normal?” Or are you going out and making things happen no matter what the circumstances? What you do right now can make all the difference in your success. Life insurance can do many things to address client needs right now. Explore risks and solutions with National Life.

Living and Succeeding in Interesting Times

Steve Walther, Training Director, National Life

Often, clients know someone suffering or who has suffered with Alzheimer's. Jack Broyles discusses the most asked questions regarding the disease such as: How does this disease affect a client's family and finances? How can you help? Learn about how the answers affect your business and your ability to help your clients.

The Alzheimer’s Tsunami & Extended Care

Jack Broyles, CEO, Jack Broyles & Associates and Brad Shepard, Regional Sales Director, OneAmerica

The Economy Today & How to Talk About LTC Right Now

Ben Ayers, Senior Economist, Nationwide & Jeff Podraza,  CLU, ChFC, CLTC, Regional Vice President, Brokerage Life Sales, Nationwide 

Finding the Money for Retirement

Jessica DiLella, CLU®, Regional Sales Manager, Sagicor 

Life Settlements: Campaign in a Box

Chris Orestis, President, LCX Life 

No Touch Life Insurance

Deanna Abrams, Director of Brokerage Sales Team and Partner Relationships, SBLI 

Hear top agent insights and sell with confidence in spite of this year’s challenges in life insurance. How do you take what you are currently doing with term sales and take it up a level? I’ll show you!

Next Level Term Sales

Steve Zimmerman, CFP®, CLU, ChFC, AEP, Regional Vice President, North American 

Strategies to Help You Overcome Objections

Dustin Carlson, National Account Manager, Equitrust

The reality is that an extended healthcare need could be a life-changing event, not only for you but your family. Healthcare expenses are often not paid for by Medicare/Medicaid in the way we think. Review the costs in retirement and how to set up next steps for clients, including a more efficient way to plan for the risk. Then, learn the art of communication when it comes to bringing your message to clients successfully. Master the words to use, and lose, when talking to clients.

Strategies for Addressing Unplanned Healthcare Costs in Retirement  & Breaking Through the Noise: Marketing Yourself 

Tim Lockwood, Regional Marketing Director, Lincoln Financial & Melissa Finnegan, AVP, Training & Development, Lincoln Financial 

2020 Marketing Strategy: Adapt and Overcome 

Agent Panel: Wally Jandoli, CLTC Summit Financial; Alex Rascionato CMA Health Agency; Monique Castillo Higher Ground Financial Services and Moderator, Denise Nye, UMS

Designed for insurance financial professional use.

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Underwriters Marketing Service

100 Century Parkway

Suite 240

Mt Laurel NJ 08054

Phone:  800-524-1774

Fax:       856-727-0600