Category Archive for : ‘Webinars’

“Designing Your Financial Service Business for the Marketplace of Tomorrow”

Click here to download The New Factory E-Book

Presented By:

Bill Bishop
CEO, Bishop Information Group
Toronto, CN
Speaker, Author, Entrepreneur, Business Coach

ABOUT THE SPEAKER

Over the past 30 years, Bill has taught advanced marketing concepts to entrepreneurs around the world in almost every industry. He has started four companies, has written five business books, and has given hundreds of speeches, seminars and webinars. He and his coaches have helped more than 5,000 entrepreneurs package and promote their BIG Ideas.

Bill helped promote the launch of

“Free Resources That Will Make You Look Like a Pro”

Presented By:

Barry Lundquist, CLU
President, Council for Disability Awareness

ABOUT THE SPEAKER

Barry Lundquist’s professional background includes over 30 years of insurance industry success in risk management, sales, sales leadership, senior executive management and consulting roles for employee benefits and individual disability products and sales channels at Paul Revere, Provident and Unum.

In 2000, Barry founded Eastport Marketing Group, a consulting and marketing services company that helps insurance companies and distributors improve results.

In October of 2009, Barry was named President of the Council for Disability

“And It’s Not Buying A Lottery Ticket”

Presented By:

Chris Carlson
The DI Coach
Seattle, WA

ABOUT THE SPEAKER

Chris Carlson is one of the few sales professionals versed in the intricacies of the income protection sales process!

Chris’ professional background includes successful experience as both a Disability Insurance Marketing Consultant and as a professional Sales Coach to the financial services industry.

He combines his knowledge of the DI industry with his coaching expertise to provide a truly unique perspective in his coaching of producers.

Space is Limited so Don’t Delay ~ This session will provide you with a

“How You Can Succeed in the Business Market by Using Comprehensive Disability Planning”

Presented By:

Michael J. Sir
RHU
Disability Income Regional Vice President
Minneapolis, MN

ABOUT THE SPEAKER

Mike joined Principal Financial Group in 1997 and is the Disability Income Regional Vice President (DI RVP) covering the states of Minnesota, North and South Dakota and western Wisconsin.

Mike has more than 27 years of experience in the Disability Insurance Industry – a career that began in 1986 as an agent for Security Mutual Life of Nebraska selling life, DI and health insurance in the personal and business

“Caring at Every Step”

Learn how an individual disability insurance claims team manages real life situations!

Don’t be accused of placing products when you don’t know how they work! Attend this informative webinar and learn more about how claims are adjudicated.

This session will provide you with a learning opportunity to understand the “life cycle” of a typical individual disability income claim. You will also learn the role of a carrier’s internal legal department when called to review a claim. Then you will have the opportunity to walk through a “real life” claim

“How Financial Advisors Can Acquire More Physician Clients and Keep Them for Life”

Don’t miss this career changing opportunity!

Dr. Rackner will share her insider insights collected through her diverse 25 year medical career treating tens of thousands of patients, holding a clinical faculty appointment at the University of Washington School of Medicine coaching financial advisors on “Cracking the Physician Code”.

The Plus Group and Dr. Rackner will help you take the guess-work out of physician engagement. You will learn proven strategies and tactics which will help you break past gatekeepers and take

“How Financial Advisors Can Acquire More Physician Clients and Keep Them for Life”

Do You Have Clients or Prospects That…

• were previously rejected for disability income coverage?
• work in high risk occupations?
• suffer from chronic conditions such as diabetes, obesity, cardiomyopathy, crohn’s disease, arthritis or depression?

Then you MUST attend this webinar!
The Plus Group is proud to offer high quality products and solutions which will help you quickly and efficiently transition your clients to the special risk markets.

Aggressively underwritten disability coverage means a higher success rate and more compensation for you!

A special Plus Group webinar to introduce the new individual disability portfolio product from Metlife: Income Guard

There’s been a changing of the guard at MetLife.

Introducing MetLife Income Guard disability insurance.

MetLife’s new individual disability insurance product may give your clients more protection, more flexibility, and more competitive rates.

Join this special webinar to learn more about this ground breaking new product. You need to be on this webinar!

Make selling disability insurance easier than you have ever imagined!

Tom Petersen believes that selling Disability Insurance plans doesn’t have to be difficult.

Every insurance professional encounters “problem cases”. Many assume there are no solutions or they lack the resources to find the creative answers that win cases.

To be successful you must have access to the right tools and resources. With the exceptional support of The Plus Group and partners like Petersen International Underwriters (PIU), your success is all but guaranteed!

Tom’s session will identity the five most common situations which stump many

Resolve to help your clients plan and prepare for an accident or illness that impacts their ability to earn an income!

If you are like most financial professionals, you are always excited about the potential a new year brings. You also know that now is the time begin taking action on your annual production goals.

Chris Carlson is known as the DI Coach, and in this fast paced presentation you will learn ideas you can immediately act upon to dramatically increase your DI sales!

Some of the ideas your will learn include:

How To