Houston Broker Sales Meeting At Maggiano’s


Spring is in the air, which means it is time for The Brokerage to hit the road and come to see you in Houston!  Join us for a sales workshop with lunch on Wednesday, April 2 from 10:30-1:30 at Maggiano’s (click here for a map).

Why attend? You will leave with over 20 new sales ideas to put into immediate action and build your agency.  Based on our recent agent survey and past road show evaluations, we have designed this program to specifically meet your needs in today’s insurance industry.  With the ACA dominating most people’s minds, we will give you a clear path to follow.  Join us and grow you income with innovative products and cutting edge sales ideas.

 Here is the agenda – RSVP is a must!  Please reply to this email and be sure to bring a co-worker!
10:00   Registration
10:30   Opening remarks: why we are here? 10:35   Who is TBI?  Nationwide insurance marketing organization, in biz for  38 years 10:40   TBI Webpage
10:45     Legacy Safeguard video 10:50   What is Legacy Safeguard? 11:00   The Post Season Marketing Plan 11:10   Cross Advising – discovering other needs within your existing clients base 11:15    The New Normal – how the Open Enrollment Period influences your business plan “Quick Hits” 11:30   Legacy Estate Maximizer 11:35   Kemper HHC & Guarantee Issue Life Insurance from Kemper Life 11:40   Cigna Supplemental Benefits – Med Sups, Cancer, Heart, and Final Expense

11:45     Lunch  

Sales Idea: Using High Deductible Health Plans to Drive New Sales (and commissions!) 12:15  HD Plan F 12:20   The Bronze plan from BCBSTX – a Health Savings Account qualified health plan

Part 2 of the HDHP-HSA solution 12:25   FreshBenies 12:30   Active Care 12:35   Dental, Vision and Hearing 12:40   Accident Plans

Asset protection portfolio: 12:45   Traditional Long Term Care Insurance 12:50   Life Insurance with Accelerated Death Benefits to pay LTC claims 12:55   Sr Choice   1:00   New Dimensions in Pensions – selling 401(k) plans with just a life, health and accident license!   1:05   Life Insurance – $16T controlled by a huge, untapped market of 50-70 year olds.  Game Time!   1:10   Annuity Center – your one stop, effortless shop of all things annuity!

Should you do business with The Brokerage? 1:15   Independent agents are our “Marketing Partners”.  The Brokerage is designed to  assist your marketing efforts, increase your income,  simplify your administration, and   offer you a one stop shop for all life, health and accident products

1:20   TBI makes getting appointed easy via SuranceBay! 1:25   Lead Programs 1:30   Conclusion

Be sure to RSVP so we will have enough room – and food!
Mike Smith, President
The Brokerage, Inc. 469-635-6000 or 800-442-4915