| Listed below you will find the schedule of training classes to be held at this years EXPO. Please note the date and time of each class. Registration for these training classes will begin at 8:30 AM on Sept 17th. |
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Day One
Wednesday, Sept 17, 2008 Class Schedule
9:00 AM - 10:45 AM |
Room One
AIG Life Brokerage - 1 hr CE Credit
Choosing the Right Life Product -
During the course, participants will acquaint themselves with the common features of level premium level death benefit term life insurance, return of premium term, universal life, guaranteed universal life, and indexed universal life. Common client scenarios are presented, including the need for income replacement,business insurance needs,retirement income needs, and others. A product solution is then suggested for each client scenario which is appropriate to the circumstances presented. The importance of closely matching the client's insurance need with a particular product's features and benefits is also stressed. - 1 Hr CE |
Room Two
Life Equity LLC- 2 hrs CE Credit (NC only)
Please join this two hour class to determine, if your client needs and qualifies for a life settlement, the agent's role in the process and the business potential associated with additional money management opportunities to support your client's needs.
Through case studies and documentation we will Define Life Settlements as a relevant option for selling a capital asset, "life insurance policy", in the secondary market as compared to lapse or cash surrender options. Attendees will explore Life Settlement: Relevancy, Financial Planning Tool, Client Benefits, Agent Fiduciary Duty, Industry Hierarchy, Institutional Funding, Current Market Trends, Regulations, Licensing, Disclosure, Process from open to close, Settlement Values and Commissions. Add this class to your Messer Expo schedule and then ask how Messer Financial Group can help you add "Life Settlements" to your practice! |
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Room Three
MedPoint Advantage
Diabetic Disease Management: Your Way in the Door with Senior Clients-
MedPoint Advantage is a plan designed for individuals who, by doctors orders, are required to check their blood glucose level. The company is focused on serving the needs of diabetics and non-diabetics through Prevention, Control and Management.
In fact, the Member has $0 out of pocket cost and a $0 premium for diabetic supplies. Medpoint coordinates with almost every Medicare Advantage Plan, Original Medicare, and many major medical carriers. Producers also make a commission for every plan enrollee. |
Room Four
Life of the South West
Revolutionary Life - Life Insurance you don't have to die to use.-
GLIR - Guarantee Lifetime Income Rider - Up to 11% income for life-
20 Hr Voucher |
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Room Five
Cigna
Senior Product Lines
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| 11:00 AM - 12:45 PM |
Room One
Assurity Disability - 1 hr CE Credit
When an unexpected illness or injury
strikes, AssurityBalance® can provide
supplemental income to pay the bills.
It’s the right policy for your client's planning
needs. Come learn how to expand into the disability market. - 1 Hr CE
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Room Two
Humana One
7 Plans for 7 Clients-
HumanaOne has increased its product portfolio so that now you can offer virtually every customer an affordable, personalized solution — whatever their age or lifestyle.
HumanaOne's new health plan brands can be shaped to the needs of today’s prospects:
• Portrait Series ...with benefits like those provided by big employers
• Autograph Series .,..with the flexibility to keep pace with customers’ unique lifestyles
• Monogram Series ...with a safety net of coverage to have "just in case"
Also, learn about the new HumanaOne Agent Workbench, a powerful online tool that will save you time and provide you with the information you need to build and track your business... all at your fingertips. |
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Room Three
Arcadian Health Plans
2009 Medicare Advantage: New Plan Details!
Come sit and learn about the company, the expansion areas for 2009, the physician network enhancements, and the incredible plan changes for the 2009 Medicare Advantage season.
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Room Four
ANICO
Marketing Small Business Retirement Plans
If you are of the opinion that the lucrative Retirement Plan Market is complex and difficult, you need to attend this session. You will see how straight-forward and turn-key American National Insurance Company has made the entire process – from custom plan design, ongoing administrative services and funding. The Pension Reform Act has opened up huge opportunities in the small employer 401(k) and pension arena. Put yourself at the forefront of this undeserved Retirement Plan Marketplace and learn how easy it is to make significant income with ANICO’s turn-key package.
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Room Five
Cash Doctor |
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| 1:00 PM- 2:45 PM |
Room One
Ethics Class - Life Investors
3 hrs CE Credit - (1:00 PM - 3:45 PM)
Life Investors is sponsoring this state mandated 3 hour CE course. |
Room Two
North American
Legacy Building & Cloning Your Clients-
In today’s low interest rate environment, many clients are seeking efficient ways to leave a legacy for their heirs. This presentation shows how life insurance can help solve their needs through guaranteed death benefit using our Custom Guarantee® universal life insurance product. We’ll help you identify potential legacy building clients as well as present the solution using Insmark software along with some case studies…Additionally we will discuss concepts on “Cloning you’re a-Clients” we want to show you how to find more Life Insurance clients, Increase your average UL case size and get more client referrals... |
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Room Three
Settlers Life
A Final Expense Carrier for the Writing Agent
Specializing only in Final Expense Simplified Issue life products, Settlers Life explains their gold, silver, and bronze final expense plans in this class. Settlers Life is one of the last insurance carriers running lead programs, and all in attendance will be offered the opportunity to participate. |
Room Four
NetQuote
Internet Leads
As the Internet’s most popular insurance shopping service, we provide a consistent volume of high quality leads for insurance. Stop cold calling and let NetQuote delivers you cost-effective, targeted insurance leads from ready-to-buy consumers.
Since 1989, thousands of insurance agents have decided to choose NetQuote. By only targeting consumers who are actively shopping for insurance, NetQuote can provide insurance leads at a low price for all types of leads. |
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Room Five
HEAP Mortgage
How to increase your life insurance sales with HEAP, the Home Equity Acceleration Plan-
You don't have to be a mortgage expert, you don't even need a mortgage license to dramatically increase your life insurance sales AND get larger premiums when you partner with the MESSER Financial Group Mortgage Division. Your referrals are worth $$$, plus we will work with you to generate additional life sales.This class will show you How HEAP works to pay off a mortgage in 7 to 10 years WITHOUT increasing your clients monthly budget. Why you don't need any special software any why its not necessary to sell software to your clients. What EXACTLY to say to generate immediate interest and leads.
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| 3:00 PM - 4:45 PM |
Room One
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Room Two
AVIVA - 1 hr CE Credit
Executive Bonus Arrangement
1 Hr CE |
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Room Three
Universal Healthcare
2009 Medicare Advantage: Any, Any, Any Plan-
We will be discussing The Universal Health Care Insurance Co. as well as the details of the New and Improved 2009 "Any, Any, Any" PFFS Medicare Advantage plan. This plan offers cash back or very low premiums in every county it serves (which is every county in SC, GA and six additional states). We will also discuss selling tips and strategies that have proven highly effective over the years. |
Room Four
Allstate Workplace |
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Room Five
Americo
Final Expense and Mortgage Protection-
As one of the industry leaders in the final expense and mortgage life markets, Americo offers a complete package of products. Find out how their products help you address your clients’ needs and learn new sales ideas designed to help you grow your business. |
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