Dallas, TX
The Business of Life Conference
Increase Your Life Insurance Sales at The Business of Life Conference
Everything you need to know about life insurance, how to sell more life insurance and why it is the cornerstone to financial success for both families and agents. If you want to increase your sales by understanding one of the largest growing markets in the US, attend this two day Business of Life conference. We’ll start with the basics of life insurance and then dive into how we can maximize sales for you and your clients.
Hosted By:
Dates and times
Tuesday, May 23, 2023
8:30 AM – 5:00 PM CST
Wednesday, May 24, 2023
8:30 AM – 1:00 PM CST
Check-in starts at 8:00 AM on both days
Location
Stonebridge Ranch Country Club
7003 Beacon Hill Rd
McKinney, TX 75070
Lunch
Lunch will be provided on Tuesday
Registration For This Conference is Closed. Please check out our other conferences by clicking the button below.
Conference Sessions Day One
Session 1
Life Insurance: The Impact on Your Customer & Your Agency
- Educate customers about basic risk management techniques which lead to financial services
- Developing a Marketing Plan for Life Insurance
- Homeowner Delivery System which leads to financial services
- Term Conversion
- Business Owner’s Life Insurance
Session 2
It's All About The Life Appointment
- Importance of face-to-face appointments leading to larger cases
- Determining what kind of Life Insurance to sell the customer
- Top 5 Appointment Practices / Things we can control
Session 3
Permanent & Term: A Deep Dive
- Educating yourself and the customer on the advantages / disadvantages of Term vs Cash Value Life Insurance and how it applies to their needs
- How to use Cash Value as an asset
Session 4
Disability Insurance
- How people respond to sales pitches
- Communicate the need for income if Disabled and are unable to work
- The priority of risk coverages
- Why the need for disability insurance
Conference Sessions Day Two
Session 5
Universal Life - Flexible Care Benefit (Long Term Care)
- Questions to ask
- Understanding Flexible Care Benefit - Agents & Customers
- How to answer customer objections
Session 6
Building Your Funnel With Referrals & Marketing
- Getting the referrals you want. Developing a mindset for more effective referral / personal introduction-based prospecting.
- Identifying short term & long-term strategies for prospecting
- Stop selling, start marketing your way to success
Session 7
Business Life Insurance
- Succession planning for Business Owners
- Safe Money Strategy
- Business Valuation
