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Success in the Business Market

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

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