Join us for The Plus Group Learning Webinar and find out how Supplemental/ Excess Disability insurance is added on existing personal or business insurance plans. With this program we will help you identify individuals and businesses that can use excess coverage and AVOID prospecting using cold calling, mailing, social media, and other forms of traditional marketing. Tier 1 is often group insurance. Tier 2 is usually individual disability insurance. Tier 3 is the excess coverage which layers over existing Tier 1 and Tier 2 Coverage. Tier 3 is also often
Join us for The Plus Group Learning Webinar and find out how the right words can open doors, close sales and build productive relationships. The wrong words can end conversations, damage relationships and block sales. When it comes to talking about disability insurance (DI), do you know which are which? Do the producers you talk to know? To help provide some insights, MetLife conducted in-depth market research among consumers, advisors and wholesalers to identify the words that work when it comes to discussing DI with clients. This research uncovered key shifts in
Join us for The Plus Group Learning Webinar and find out about sales techniques from some of the masters.Ken Smith is an experienced insurance sales and marketing executive who knows firsthand the challenges of the sales profession. He speaks hundreds of times a year in front of agent groups, and therefore he also understands how so many of today’s agents are missing out on the accumulated wisdom of some the best sales minds in the business.
For these reasons, Ken has written Sales Lessons from the Masters.
The “masters” who provide the
With participation requirements among the lowest in the industry, ESI can be used as a stand-alone program, but there are more ways to put it to work for you. ESI is flexible enough to be a reflex option with MOO’s existing Guaranteed Standard Issue (GSI) program. If you are working on a case and you are unsure of whether the GSI requirements can be met, ESI may be the answer.
Offering the ESI program to small businesses requires less participation, less underwriting and more flexibility.
Bryan began in the insurance industry
“Designing Your Financial Service Business for the Marketplace of Tomorrow”
CEO, Bishop Information Group
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 Pictionary, the board game that sold over 100 million
“Free Resources That Will Make You Look Like a Pro”
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”
The DI Coach
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”
Michael J. Sir
Disability Income Regional Vice President
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