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Fall Tour Cities:

SEATTLE
September 15

ORLANDO
October 5

ATLANTA
October 13

NEW JERSEY /
PENNSYLVANIA
October 19

CHICAGO
October 26

DALLAS
November 3

LOS ANGELES
November 9

 

What you get
for attending:

In addition to gaining in-depth knowledge of Worksite LTCI and Combo LTCI products, you'll also receive a copy of Phyllis Shelton's just-released book:

Phyllis Shelton's WORKSITE
Long-Term Care Insurance TOOLBOX

AND

Phyllis Shelton's just-released

High Impact LTCI Combo Sales Presentation

on a convenient
thumb-drive USB device.

 

 

Agenda

Seattle
Sept. 15
Orlando
Oct. 5
Atlanta
Oct. 13
New Jersey /
Pennsylvania

Oct. 19
Chicago
Oct. 26
Dallas
Nov. 3
Los Angeles
Nov. 9

On-Site Registration:
Conference registration begins at 7:00 a.m in each location. Meet & Greet with exhibitors is from 7:00 – 8:30. Conference starts promptly at 8:30.

7:00 – 8:30

Registration & Continental Breakfast
with Exhibitors

8:30 – 9:15

Session 1: The LTCi Cheese Has Moved and The CLASS Act

9:15 – 9:50

Session 2: Combo LTCi Products and the Pension Protection Act

9:50 – 10:10

Session 3: Anatomy of the Life/LTCi Combo

10:10 – 10:40

Break with Exhibitors

10:40 – 11:00

Session 4: Dissecting the Annuity/LTCi Combo

11:00 – 12:00

.

.


12:00 – 1:30      

Prospecting and Making the Employer Sale

Session 5: Prospecting and Getting Into the Worksite Market

Session 6: Making the Employer Sale

Session 7: All Cash Strategy

Session 8: Hybrid/Cash and Built-In Inflation Strategy

Session 9: Hybrid/Cash and Flexible Payment Strategy

 

Lunch with Exhibitors

1:30 – 1:45

 

1:45 – 2:15

Session 10: A New Way To Pay for LTC - Combo Products Presentation

Prospecting and Making the Employer Sale (cont.)

Session 11: Designing the Employee Benefit Plan

2:15 – 3:00

The Employee Communication Process

Session 12: The Essential Employee Education Strategy

3:00 – 3:30

Dessert Break with Exhibitors

3:30 – 4:15

Making the Employee and Family Sale

Session 13: Precious Moments: The Personal Consultation

Session 14: What's in Your "Close" Closet

Session 15: Are You a Rainmaker or a Builder?

4:15 – 4:50

Session 16: Worksite Carrier Panel

4:50 – 5:00

Wrap-Up

   

Click Here for Registration Information


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