| 7:00 – 8:00 |
Registration & Continental Breakfast
|
| 8:00 – 8:30 |
LTCI. The Sales Opportunity of a Lifetime! - Phyllis Shelton
Even in a down economy we can't ignore the demographics - people need LTCI - especially now! Learn why LTCI is even MORE important than ever before! |
| 8:30 – 9:30 |
Long-Term Care: Is YOUR Family Protected?
(Phyllis Shelton demonstrates her 2009 LTCI consumer
seminar)
- Learn the biggest misconceptions about long-term care
- See why young people need long-term care
- Understand why the demand for LTC is greater than ever
- Learn the surprising truth about the cost of long-term care – current and future cost projections
- Who really pays the nation’s long-term care bill?
- The impact of LTC on the FAMILY
Choosing a Good LTCI Policy
- The main benefit choices that determine premium
- Find out which triggers allow the policy to begin paying benefits
- What are the three options for paying for long-term care?
- Countering the “saving vs. LTC insurance” objection
|
| 9:30 – 10:00 |
Break
|
| 10:00 – 11:00 |
Phyllis Shelton’s Passion for the Business and 2009 “State of the LTCI Industry” Address
- Who is Buying Long-Term Care Insurance?
- New utilization projections
- LTC claims analysis
- Where is LTCI Going?
- The Government is here to help (with LTCI Consumer Education)
|
| 11:00 – 11:30 |
Designing & Implementing Your Personal LTCI Marketing Strategy
Markets change. Customers are more sophisticated and reaching them can be a challenge. Are you elevating your business plan to keep up? Learn how.
|
| 11:30 – 12:00 |
Becoming Aware of the Alternate Funding Strategies for LTCI - Life Settlements, Reverse Mortgages and more.
|
| 12:00 – 1:00 |
Lunch
|
| 1:00 – 2:45 |
LTCI Partnership Plans – the “NEW” Opportunity in LTCI sales. LTCI Partnerships are good for the industry - find out why! Confused by all the new training rules and regulations? This session will give you the answers.
- State-by-state rules and regs - Up-to-the-minute info
Also: LTCI Tax Incentives
|
| 2:45 – 3:15 |
Break
|
| 3:15 – 4:30 |
Branding YOU! – Positioning Your Business for Success
- Bill Pomakoy, VP of Marketing for LTC Consultants shares how he helped to build the "Phyllis Shelton" brand and the many ways you can build yours!
|
| 4:30 – 5:00 |
Joint Venture Marketing with Other Professionals
- Strategic Alliances - who to partner with
- Building profitable relationships
- Blending subjects for better seminars
|
| 5:00 – 7:00 |
Complimentary Reception and
"A Tennessee Songwriters' Showcase”
 Relax and enjoy our "thank you" reception immediately after the session featuring music by one of Nashville's most talented singer-songwriters, Pam Gadd!! Bring the family - all are welcome. Plenty of food, beverages, music, FUN – and oh, yes – bring your boots for the dancin’ !!
|
Agenda*
Day 2 – May 21, 2009
|
| 7:00 – 8:00 |
Continental Breakfast
|
| 8:00 – 9:30 |
Mastering the LTCI Worksite Sale
Worksite LTCI accounts for nearly 50% of the market. Are you positioned to reach this growing market? This session will show you how to get started or ramp up your current worksite marketing plan! Learn the strategies that helped Phyllis Shelton conduct effective live seminars for the federal government employee program, the state of Tennessee employee program - and large and small group enrollments as well.
REAL Case Studies - YOU can get up to a 25% voluntary enrollment just by following these specific guidelines
- “Productivity Insurance” for employers
- “Lifestyle Insurance” for employees
- How to reach business owners and HR directors
- You got the OK – Now WHAT?
- Worksite enrollment strategies
|
| 9:30 – 10:00 |
Break
|
| 10:00 – 10:30 |
Do Wealthy People Buy LTCI? – Only if you take the right approach
- Impact on estates
- Lost investment opportunity
- They could be making a $1 Million+ decision by NOT buying LTCI!
|
| 10:30 – 11:30 |
Seven Easy Steps to LTCI Seminar Success
- How to become the seminar expert in YOUR community
- How to get in front of groups WITHOUT spending a fortune
- Actual results from REAL seminars people JUST LIKE YOU have conducted
- Even if you can’t talk in front of a group, you can still be successful doing seminars – Phyllis will show you how!
- All of Phyllis Shelton’s Seminar Secrets – after all, that’s how she got her LTCI leads!
|
| 11:30 – 12:30 |
Lunch
|
| 12:30 – 1:30 |
Following a Proven Sales Process - One-On-One LTCI Selling
Phyllis demonstrates her incredibly successful LTCI sales presentation. A practical presentation that ANYONE can follow.
- Setting Up the LTCI Sale
- Blending emotion and facts to make the most impact
- Building the Need
|
| 1:30 – 1:45 |
Break
|
| 1:45 – 2:15 |
The LTCI Benefit Consultation
- Choosing the right benefits
|
| 2:15 – 2:45 |
LTCI Closing Strategies & Getting the CHECK!
Don't even think about leaving early because this is where Phyllis Shelton will show you her closing techniques, how to overcome the most common objections and, most importantly, how to GET THE CHECK!!
|
| 2:30 – 3:00 |
Wrap-up session – Q&A |
* agenda may be adjusted to reflect market conditions and new concepts prior to the actual seminar dates.
