Topics & Speakers ...
Mark Kempf
Mark will speak on.. Shortening the Funnel, Testimonial letters, as well as good old chapter 27!
Blake Waddell
Blake will discuss things to consider when changing groups. From grandfathering existing coverage to the many items that can catch you up. Build a checklist you'll use EVERY time you make a carrier change.
A side benefit is that once the list of considerations (along with potential risks) is placed in front of a client, they may decide paying the renewal is a wiser move in the long run!.
Dave Patriarche
We'll see what comes up for the year end review.
If you are a benefits advisor trying to up your game and be one of the best in the biz, you need to be here.
6 ONTARIO CE credits will be applied for, for those attending the ENTIRE session. (Part CE are NOT available)