Summit Breakouts
Dave Storck, CLU, ChFC
Financial Brokerage, Inc.
Executive Vice President
GROW YOUR LIFE INSURANCE CASES INTO LARGER SALES
October 11th at 9:00 a.m. and 10:00 a.m.
Do you find that many of your life insurance sales are made with a “one size fits all” approach? Discover how to turn single need package sales into larger, more meaningful sales opportunities. Change your attitude from “any” sale is a “good” sale to a more thorough process that increases your commission per sale by 25-50%. Plan to attend to learn a simple method to handle objections and close larger cases.
Jeff Waddington, CLU
Genworth Financial
Regional Vice President
INCREASING YOUR SHARE OF THE CONSUMERS WALLET
October 10th at 1:45 p.m. and October 11th at 9:00 a.m.
Learn how to grow your revenue and increase customer satisfaction with Genworth’s Practice Management interactive workshop. Increase Share of Wallet will provide actionable tools and strategies to help you:

  • Create AND engage clients as well as increase client value
  • Define your target client profile
  • Identify and leverage untapped opportunities
  • Communicate your value proposition
Charlie Gipple, CLU, ChFC
Genworth
National Director of
Index Products
UNLOCK YOUR IUL POTENTIAL
October 10th at 12:45 p.m. and 2:45 p.m.
Index Universal Life Insurance (Index UL or IUL) sales currently account for 30% of overall UL premiums. Are you getting your fair share? Learn the latest on:

  • Why IUL is the next big opportunity
  • How to identify the best IUL prospects
  • What producers and consumers like about IUL
  • Little-known gaps and opportunities to help you increase your IUL sales
Jeff Waddington, CLU
Genworth Financial
Regional Vice President
THE TLC ADVANTAGE
October 10th at 3:45 p.m. and October 11th at 10:00 a.m.
Would you rather offer your linked benefit clients stronger guarantees or better protection? How about both? Total Living Coverage (TLC) links the power of universal life and long term care insurance in a single flexible life insurance policy. The “what if I never use it” objection disappears because your clients will have coverage regardless of what the future holds. No matter what, Genworth has your client covered.
John Ross
ING
Sales Vice President
AN ALL-IN-ONE PROTECTION AND RETIREMENT STRATEGY AND TOOLS NECESSARY TO EQUIP YOU FOR THE SALE
October 10th at 2:45 p.m. and 3:45 p.m.
Now more than ever Americans need to save for retirement and protect their families. They need to accomplish this using their dollars as wisely as possible in the face of multiple challenges. In addition, learn how to compare cap rates of competitors and see first-hand that all cap rates are not created equal.
Joe Ross
American General
Sales Vice President
SELLING THE NEED THROUGH CONSULTATIVE SELLING
October 10th at 2:45 p.m. and 3:45 p.m.
Price and products are the last things you should be talking about during your sales process. Be prepared to walk away with ideas and concepts that will make an immediate positive impact in your business.
Mike McFadden, CLTC
American General Life Companies
Vice President,
Senior Strategic Account Manager
Michael Brandenberg
American General Life Companies
Regional Vice President
ONE SIZE DOESN’T FIT ALL
HOW TO MAKE THE RIGHT SALE

October 10th at 12:45 p.m. and 1:45 p.m.
Hear about a creative solution to help you place each and every rated case. In addition, learn about the only rider in the industry that offers guaranteed retirement income for your clients.
Mark Stueven
Transamerica
National Sales Director
OLD TERM vs. NEW TERM
October 10th at 12:45 p.m. and 1:45 p.m.
Old Term vs. New Term. Find out how you can offer more to your clients than simply a policy that ends at the end of the term period. In this breakout you will learn how to:

  • Easily prospect from your current book of business by offering
    additional coverage without new underwriting.
  • Connect with business owners and close the sale with Executive Bonus
    and Key Person sales ideas.
  • Deliver cost effective coverage by using living benefits as part of a
    simple approach to layering term.

Living Benefits plus death benefits in one simple solution—what a great story to share with clients and prospects!
Chuck Geissinger
President of
Preferred Marketing Associates
THE CURRENT HEALTHCARE REFORM ENVIRONMENT
October 11th at 9:00 a.m. and 11:00 a.m.
Hear from industry health insurance expert, Chuck Geissinger, on the latest in the healthcare reform environment and gain valuable insights about the Patient Protection and Affordable Care Act (PPACA), the new health care reform law.
Wade Eldridge
Regional Vice President
American Equity
Brad Schwarz
Field Marketing Specialist
American Equity
WHEN DOES -30 + 43 = 0
October 11th at 9:00 a.m. and 10:00 a.m.
Whether you are actively in the annuity marketplace or an occasional annuity producer, this break-out session will provide tools and sales ideas to assist in your next sales opportunity.

In addition, learn how you can grow your annuity business and your bottom line with one simple question.
Adi Kunalic
Hurrdat
Chief Executive Officer
SOCIAL MEDIA 101: LEARN HOW TO BE ‘LIKED’
October 10th at 2:45 p.m. and 3:45 p.m.
Learn how Hurrdat, our social media partner, creates a simplified on-boarding process that allows agents to maximize their social media marketing presence and develop a consistent strategy focused on informing, engaging, and connecting with the agent’s potential customers. Hear how the Hurrdat team uses its expertise to boost engagement, increase “likes,” and build a community around your offerings. What are you waiting for? Learn how to get started today and hear how Hurrdat’s six step implementation plan makes it easier than ever to get up and running.
Sarah Stewart, CLU, ChFC
Financial Brokerage Inc.
Vice President
Chief Operating Officer
FINANCIAL BROKERAGE – WHAT WE CAN OFFER
SOCIAL MEDIA WITH A DO-IT-YOURSELF (DIY) APPROACH

October 11th at 10:00 a.m. and 11:00 a.m.
Hear success stories about producers Dennis Carlson and Randy McDaniel and their journey to building their online presence via websites and Facebook. In addition, you will receive a resource list from Financial Brokerage for pre-approved content resources that you can use to start building your own online and social media presence.
Kevin Kusleika
Financial Brokerage Inc.
Senior Vice President &
Chief Technology Officer
YOUR ONLINE PRESENCE/BUILDING YOUR BRAND
October 10th at 12:45 p.m. and October 11th at 9:00 a.m.
In the past it was inconceivable to not list your business in the phone book or the newspaper. In today’s world, being online is imperative and is the foundation for the future of your business! Kevin will walk you through the website building tools to show you how easy it can be to get started. If you don’t have a website or are thinking about re-building, this session is for you!
Patrick Bowen
Legal & General America
Vice President of Marketing
David Neal
Legal & General America
Regional Vice President
NO INK? NO PAPER? NO PROBLEM
October 10th at 12:45 p.m. and 1:45 p.m.
Legal & General America offers more than the low-cost term spreadsheet prices. They are one of the few carriers in the industry that offer an end-to-end electronic solution for all of your sales needs. What does that mean to you? Happier clients and faster commission payments. LGA also offers a robust offering of value-added services that you can pass along to your clients.
Nancy Atchison, CLU
Mutual of Omaha
Regional Vice President
Rob Race
Mutual of Omaha
Brokerage Life Marketing Manager
Keli Seder
Mutual of Omaha
Business Systems Advisor
BREATHE NEW LIFE TO YOUR CUSTOMERS
October 11th at 10:00 a.m. and 11:00 a.m.
Make sure to attend Mutual of Omaha’s breakout session on to learn about a new marketing approach that will help you sell life insurance smarter, better and faster.
Designed with the needs of your clients in mind, the program offers:
  • A no cost approach to identify interested clients
  • Easy to use tools that simplify the application and underwriting process
  • The ability to strengthen relationships with your clients
  • A new opportunity to grow your revenue
Kevin Kusleika
Financial Brokerage Inc.
Senior Vice President &
Chief Technology Officer
CONGRATULATIONS, YOU HAVE A WEBSITE! NOW WHAT?
October 10th at 1:45 p.m. and October 11th at 11:00 a.m.
Learn how to drive potential customers and retain existing clients through search engine optimization, Google paid search, robust e-mail marketing and other tools. Learn how to utilize Google analytics to evaluate the success of your marketing efforts and fine-tune your online strategy.
Sarah Stewart, CLU, ChFC
Financial Brokerage Inc.
Vice President
Chief Operating Officer
BUILD NEW SALES, MAINTAIN EXISTING CLIENTS AND BOOST YOUR BOTTOM-LINE WITH IGO & DROP TICKETS
October 10th at 2:45 p.m. and 3:45 p.m. and October 11th at 11:00 a.m.
Learn about a $1.3 billion market that is underserved and undersold and how to make money in it. Maximize your results in this market by using free, cutting-edge tools now available for your use. Implement strategies to make more money and reduce your time involvement while maintaining the same level of service.