Success in the Business Market
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
