8:00 AM08:00

Success in the Business Market

  • 9276 Scranton Road San Diego, CA, 92121 (map)
  • Google Calendar ICS

Workshop Focus:

  • Sharing ideas on how successful producers are engaging their business owner clients
  • Learn strategies to help business owners while increasing revenue and retention in your practice

Welcome & Introductions

Tuesday, October 31st

Small Plans, Big Opportunities

Incorporating group non-medical benefits to enhance your practice offering.

Mike Downing, CEBS

VP - Group Benefits

11:00 - 11:30 AM

Successful Approaches in the Business Market

8:30 - 8:45 AM

Group Non-Medical Solutions

8:45 - 10:00 AM

Sherry Flint, CLU

Regional VP - Life

10:00 - 10:30 AM

Help protect your business clients against the triple threat of disability - keeping a roof over their head, keeping the doors open and keeping their business investment intact.

Jim Farden, CLU, RHU

Disability Income Regional VP

10:30 - 11:00 AM

Strategies to identify and engage small businesses to develop an octopus practice.

Scott Poppenhusen

Senior Retirement Plan Sales Representative

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Producer's Forum: Life Strategies for the Affluent Market
9:00 AM09:00

Producer's Forum: Life Strategies for the Affluent Market

This exclusive event is open to top NYC life insurance producers only

  • Learn a sales approach that can double or triple your commissions this year 
  • Qualified producers will have clients with a minimum net worth of $1 million
  • Seating is limited to the first 25 agents
  • Must be in attendance to receive exclusive offer
  • Breakfast provided


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10:30 AM10:30

LTC Lunch & Learn

  • DoubleTree Club by Hilton Orange County Airport (map)
  • Google Calendar ICS

If you have questions, or would like more information, please contact
Fred Bates at (800) 659-1349 x 126 or use the button below.

Featuring Guest Speaker James Romero of OneAmerica

Topics Covered:

How certain annuities can benefit from the Pension Protection Act and provide income tax free withdrawals for LTC

About products that issue all the way up to age 85

How to use qualified money to gain long-term care benefits

How to speak with your clients about a negative topic in a positive way

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