Breakout Sessions


Medicare Supplement 2020 Updates & Cross Selling Final Expense
Session: Tuesday, September 13 at 10:15 AM - 12:00 PM
Presenter:Mike Gattorna, Director of Health Agents Network
Description:
Medicare Supplement 2020 Updates
Medicare Supplements are getting ready to change. Are you ready? What about your clients? We will take a look at:
- Why this is changing
- What It means for rates
- Will your current clients be affected
- How you have to transition your selling process
Cross Selling Final Expense
Life insurance is one type of insurance your clients will use. However, that difficult conversation can be daunting for many. Here is how to have it!
- How to easily offer life coverage to your clients
- Life Insurance vs Pre-Need
- Offering it with Medicare Supplement and MAPD

Double Your Income With Final Expense and Legacy Safeguard
Session: Tuesday, September 13 from 1:15 PM - 3:00 PM
Presenter:Kristi DeWitt-Quintero, Life and Annuities Sales Manager at WAP
Description:
-United of Omaha Living Promise Final Expense Product Review
- Legacy Safeguard Turn-Key Referral System
- Learn How to Offer This Product and Increase Your Income for 2017
Fill In MAPD Gaps with GTL and Earn More Money!
Session: Tuesday, September 13from3:15 PM - 5:00 PM
Presenter:Greg Esposito, West Sales Support Manager at Guaranteed Trust Life(GTL)
Description:
-Advantage Plus Product Overview
-Learn How To Sell During MAPD Appointment
-Learn About Key Product Add-Ons (Ambulance, Cancer, Dental, Skilled Nursing)

Stay Safe This AEP, Learn How to Market Compliantly Session:
Wednesday, September 14from8:30 AM - 10:15 AM
Presenter:Jean Lentsch, Compliance Officer at Western Asset Protection
Description:
-Review Key Medicare Marketing Guidelines Updates for 2017
-Updates on Secret Shopper Program & How to Stay Compliant
-How To Stay Compliant with Website, Social Media and General Advertising
Brokers Alliance Partnership Update & Safe Harbor Overview
Session: Wednesday, September 14 from 10:30 AM - 12:15 PM
Presenter:Kristi DeWitt-Quintero, Life & Annuities Sales Manager at WAP
Presenter:Parker Adams, Marketing Director for Safe Harbor Term at Brokers Alliance
Description:
-Meet WAP's New Life/Annuity/LTC Partners in Fountain Hills
-Take a Tour of Safe Harbors Simple Issue Term Product
-Learn About Baked-in Living Benefits (LTC Riders)
-Get Several Sales and Marketing Ideas You Can Use to Keep You Busy All Year!
Medicare Supplement 2020 Updates & Marketing Yourself and Networking
Session: Wednesday, September 14 from 1:30 PM - 3:15 PM
Presenter:Mike Gattorna, Director of Health Agents Network
Description:
Medicare Supplement 2020 Updates
Medicare Supplements are getting ready to change. Are you ready? What about your clients? We will take a look at:
- Why this is changing
-What It means for rates
-Will your current clients be affected
-How you have to transition your selling process
Marketing Yourself and Networking
If you have the best steak in town and no one knows, you don't have the best steak in town. Let's add some sizzle to your community with what you do!
- How to get in front of more clients
-Become the go-to person for Medicare-related questions in your community
-Partner with other local advisors