Making The Move To Multi-Life
Join us for The Plus Group Learning Webinar and find out how to transition from an individual sale to a multi-life plan.
Mutual of Omaha’s focus during this presentation will be to illustrate how producers can best transition the conversation from an individual DI sale to a Multi-life plan. We will review the ESI, GSI and Association programs within Mutual of Omaha’s DI Choice and DI Choice at Work, with an emphasis on the occupation classes that would be most successful and those situations that would not fit Mutual of Omaha’s programs. We will also review how MoO can work with the Plus Group and its producers to customize marketing materials to better connect with audiences of multi-life programs.
Space is Limited so Don’t Delay ~ In Just 45 Minutes You Will Learn Some Great Sales Techniques! CLICK HERE TO REGISTER
After registering you will receive a confirmation email containing information about joining the Webinar.
National Sales Manager, DI Brokerage, Mutual of Omaha
Noel DeVries, CLTC, DIA
Brokerage Health Marketing Manager, Mutual of Omaha
About the Speakers
Bryan Orr began in the insurance industry 14 years ago, as a producer for a Professional Employer Organization in Chicago, specializing in group health, disability, and worker’s compensation for companies with less than 200 employees. In 2009, Bryan joined the sales team at Disability Resource Group – a national disability general agency in Chicago. It was here that his skills and experience in disability product translated well to providing conceptual tools producers could use to sell individual DI and GSI. Bryan served as the resident DI expert at many of his clients’ offices, selling the concept of DI directly to the consumer. As the National Sales Manager for Brokerage DI at Mutual of Omaha, Bryan facilitates numerous educational seminars on disability protection, varying from the simple need of protection for one’s paycheck, to detailed policy definition and advanced strategy. His experience has provided him with the unique ability to translate the value of disability protection to producers and clients of any size and scope.
Noel DeVries is the Brokerage Health Distribution Marketing Manager at Mutual of Omaha. She has a bachelor’s degree in marketing management. She has been with the company for 15+ years in a variety of roles from marketing to consulting on different products and programs. Her current responsibilities include developing customized plans for long-term care, disability income, cancer and critical illness to support key partners. Her focus is on recruiting, training and retaining producers in effort to build and strengthen relationships with Mutual of Omaha.