Education Sessions

Senior Market Advisor Expo offers you five distinct content tracks to choose from when planning your 2 ½ days of education. Plan out your days at the Expo by listening to advisors who are experiencing the same difficulties you are – and are succeeding!

Session Key
Sales [ S ]
Marketing [ M ]
Annuities [ A ]
Life Insurance [ LI ]
LTCI [ LTCI ]

Thursday, August 26 – 11:30 AM – 12:30 PM


Chad Slagle

Founder & President
Slagle Financial

5 Ways to Get to Yes [ S ]

Learn how super producer Chad Slagle navigates around “no” and educates clients why saying “yes” is a good decision for them .


Jay Grubb

President
Key Financial
Partners

It’s All About Referrals [ M ]

Jay Grubb has become a major producer by zeroing in on turning referrals into sales. Learn how he takes that simple idea and makes it a gift that keeps giving.


Van Mueller

Registered Representative, Wisconsin Agency of New England Financial Services

Take Your Life Insurance Sales to the Winner’s Circle [ LI ]

Are your life insurance numbers stuck in idle? Worry no more as sales guru Van Mueller will shift your sales into overdrive.

Thursday, August 26 – 2:45 PM – 3:45 PM


T. J. Pool

President
Arlington Senior Alliance

Ride Ethics to Success [ S ]

The “ethical advisor”, T. J. Pool, will give attendees a soup-to-nuts session on how producers can exceed their annual sales goals by doing the right thing.


Nolan Baker

Investment Professional

Master the Media [ M ]

National radio host Nolan Baker embraces the media and makes it work for him. In this timely session, Baker details the steps you need to take to get your name and brand in the public domain.


Curtis Cloke

Founder and CEO/Financial Advisor
Thrive Income Distribution System, LLC

The #1 Thing You Need to Know About Annuities [ A ]

In many media and regulatory circles, annuities have been made out to be the bad boys of the industry. Curtis Cloke will give you the one piece of advice you need to combat that myth and to shoot it down for good.

Thursday, August 26 – 4:00 PM – 5:00 PM


Abe Ashton

Host
One For the Money Financial

What it Takes to be a Sales Superstar [ S ]

Mega producer Abe Ashton knows what it takes to become a sales superstar. In this informative session, he will give you the goods on what took him to the top.


Sam Cione

President
Integrity Wealth Management, Inc.

Seminar Success [ M ]

Too many advisors take on seminars without a real plan in place. Sam Cione will walk you through a step-by-step blueprint for seminar success.


Honey Leveen

President
Your Insurance Specialist LLC

Sitting on a Goldmine [ LTCI ]

With a growing senior population and an ever growing need for health care advice, learn how long term specialists are sitting on a potential goldmine that needs exploring.

Friday, August 27 – 10:00 AM – 11:00 AM


Dave Williams

President
RDW Financial Group

Advisor Boot Camp [ S ]

Exercise boot camps have become the rage around the country. 2009 Advisor of the Year Dave Williams plans to whip you into the best sales success shape of your life.


Phyllis Shelton

President
LTC Consultants and LTCiTraining.com

How to QUADRUPLE Your LTCI Sales. [ S ]
The LTCI industry is headed in a new direction where sales are exploding.  Half of the policies sold today are at the worksite. In tune with her commitment to never teach anything she hasn’t done personally, Phyllis Shelton has conducted multiple worksite enrollments through a Tennessee incubator program for the last four years with voluntary participation results ranging between 11-50% compared to standard industry results of 4-5%. This session will show producers the path she took to achieve these results:
  • DOUBLE the industry-average annual premium
  • TRIPLE the industry-average participation of employees and family members; and
  • QUADRUPLE the industry-average commission!!

She will also cover the new CLASS Act that is part of national health care reform and its implications for the long-term care insurance market


Stefanos J. Loisou

Principal
Financial Workshops/Strategies for Life

Top Tips to Generate Leads [ M ]

In our annual readers survey, you told us the #1 thing that keeps you up at night is generating leads. Prepare to sleep soundly after Stefanos Loisou gives you the secret to being a lead gen leader.