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Learn from the Experts:
Experience the ultimate in state-of-the art, interactive learning
As an independent insurance professional, how often do you get the opportunity to have an interactive discussion with multi-million dollar producers? Producers who share with you the SECRETS of their success?
That’s exactly what you get, plus so much more, with the NEW Marketing Solutions Program.
Offered each month at the Brokers International, Ltd. headquarters in the rolling hills of Lake Panorama, Iowa, our in-depth, three-day instructional seminar offers valuable information about our one-stop-shop, marketing and branding yourself, and much more.
Participation in Marketing Solutions is complimentary to all independent insurance professionals who qualify. You’ll receive meals, lodging, and transportation via limousine to/from the Des Moines, Iowa airport.
Our experienced professionals and carrier representatives begin by sharing with you details on the industry’s newest — and most rewarding — annuity, life insurance products and concepts to help you take your business to the next level.
Then, you’ll have the opportunity to learn and interact with both Brokers International and industry experts. They’ll share with you some of the most innovative, proven sales and business concepts that can help you achieve even greater success.
These professionals include:
- Dedicated annuity specialists.
- Innovative marketers.
- Licensed insurance professionals.
- Veteran sales specialists.
- Knowledgeable accounting, compliance, legal and tax experts.
- And more!
Upon completing your Marketing Solutions session, you’ll leave equipped with a step-by-step guide to implement what you’ve learned, plus we provide you with ongoing coaching to help you on the path to success.
The following is a quick overview of topics covered in Marketing Solutions: (link to each section below)
Product and carrier training
During this in-depth session, our knowledgeable professionals and carrier representatives share with you the newest, and most competitive annuity and life products and concepts. You’ll also learn about:
- Innovative product applications.
- Carrier-approved consumer marketing materials.
- Case design resources and sales support.
Get OnTrakTM
When you bring your laptop to Marketing Solutions, you’ll receive hands-on training from experienced professionals so you can incorporate OnTrakTM retirement income analysis software into your practice.
Designed to help your clients manage their retirement planning and estimate their income in retirement, this innovative program allows you to simply enter your client’s data and then it produces a customized report to help meet their retirement goals. It’s a valuable tool to help you improve client satisfaction and retention.
Gather useful IRA updates and tax tools
Affiliated professionals provide you with tax tips, tools, and information about:
- Resources for case design.
- Tax-reduction strategies.
- Wealth transfer and charitable planning.
- Life insurance.
Discover how to diversify your practice with life insurance concepts
Because the majority of American consumers recognize they don’t have enough life insurance,1 Marketing Solutions will help you understand the life insurance market, as well as provide you with valuable education on how to easily diversify your block of business by offering life products.
A Brokers Life Marketing Group, LLCSM professional will demonstrate how life insurance concepts can help your clients:
- Use life insurance as a tax-efficient, wealth transfer tool.
- Reposition a portion of annuity assets to purchase a tax-efficient life insurance policy.
- Use life insurance to accumulate and access cash in retirement and other benefits.
Sales ideas & producers sharing the secrets of their success
Marketing Solutions is distinctive from the many sales seminars in the industry because you’ll have the opportunity to learn successful sales and consumer techniques from a nationally-known sales experts and multi-million dollar producers. You’ll have the opportunity to have an interactive discussion with these professionals, plus we’ll show you how to implement the valuable concepts you gain into your own practice.
Registration details & contact information
Marketing Solutions is open to independent insurance professionals who qualify. To register, click here or call us at 800-362-1097 to sign up for the next session.
Questions? Visit us at www.BILTD.com/MarketingSolutions or call us toll-free at 800-362-1097.
1 Source: LIMRA 2010 Life Insurance Ownership Study.
OnTrakTM software is provided by Thomas Gold Solutions, LLC – P.O. Box 1387 – Omak, WA 98841.
For agent use only. Not for use in solicitation or advertising to the public.
As an independent agent, you are responsible for the compliant, accurate and suitable use of this software. Please make sure that the use of this software is in compliance with your state law, applicable carrier rules and regulations, broker-dealer rules (if applicable), and within the authorizations of your license and/or registrations. You should seek legal advice on recommended disclosures or disclaimers for your particular circumstances in the states in which you do business. Brokers International, Ltd., is not responsible for any inaccuracies, errors or warranties of any kind. This software is developed and distributed by Cravens & Associates, LLC.
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