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BetterLife's
​Virtual Agent Forum:

Life Is Better With Us!

<<REGISTER NOW>>
​Register by 7.9.21 and lunch is on us!

Join us for an engaging learning
​opportunity you will NOT want to miss!

Grab your laptop, desktop, or tablet and join us from 9:00am - 2:30pm on Monday, July 19, for a day jam-packed with educational topics, each uniquely designed to help you SELL! We’ll cover everything from working with BetterLife systems and products, to the resources and tools available to you, to interactive sessions that will let you apply your newfound knowledge. We’ll answer your most pressing questions and help solve your most frustrating issues. 
When you leave this Virtual Agent Forum you will:
  • Feel more confident working with BetterLife systems, products, processes, and Home Office staff.
  • Know where to go to get your questions answered, gather your marketing needs, find necessary forms, and how to receive your well-earned payments and incentives.
  • Have better ways to take advantage of all of the great tools available.
  • Learn how BetterLife supports you and is here to help you grow.
<<REGISTER NOW>>
If you registered by Friday, July 9, lunch is on us!
P​lease note:  you will need to attend the event to receive your gift card. ​

Event Agenda:

PLEASE NOTE: All times listed below are central time.
  • ​9:00am - 9:20am  |  ​​Event Kick Off & Welcome from Dan Shinnick, CEO and Board Chair & Jared Bruley, SVP, Member Acquisition
  • 9:20am - 10:00am  |  ​Selling with BetterLife: The BetterLife Difference & Why Sell With Us
  • 10:00am - 10:45am  |  ​Solutions Designed for You and Your Client: When & How to Use Them
  • 10:45am - 11:00am  |  ​BREAK
  • 11:00am - 11:15am  |  ​Agent Resources: Everything @ Your Fingertips
  • 11:15am - 11:30am  |  ​It's Payday! Understanding Your Commission Schedule & How You Get Paid
  • 11:30am - 12:15pm  |  ​Systems & Processes to Help You WIN!
  • 12:15pm - 12:45pm  |  ​LUNCH
  • 12:45pm - 1:00pm  |  ​Let's Talk Marketing: FREE Programs Available to Help You Succeed
  • 1:00pm - 1:45pm   |  Think Like An Underwriter: Understanding BetterLife's Underwriting Process (with case studies)
  • 1:45pm - 2:00pm  |  ​Closing & Final Remarks
  • 2:00pm - 2:30pm  |  ​BONUS SESSION - Open Forum Q&A: Ask the Experts Anything You Want!
<<REGISTER NOW>>

It's All About The Content.

We all know that you can’t hold a successful seminar or forum without engaging and interesting content. Well, have we got good news for you! This five and a half hour forum is bursting with incredible nuggets of information we know you’ve been dying to get your hands on. Still don’t believe us? Scroll through the day we have planned below and we can almost guarantee you’ll be asking yourself, “Where do I sign up?"

SelEvent Kick Off & Welcome:
​

When:  9:00am - 9:20am CT
H
osted By:  Dan Shinnick, CEO and Board Chair & Jared Bruley, SVP, Member Acquisition

Session Description:
​Kick off the day with an introduction to BetterLife and learn more about who we are, what drives us, and how we’re different from our competition. You’ll find that we love what we do and we’re passionate about making a difference in our communities and agents.

By attending this session you will:
  • Discover the rich history of our 125-year old company and how we’re ready to help you grow TODAY.
  • Understand what the term “fraternal” means and find what really sets us apart.
  • Learn about the BetterLife Brand Promise, which includes our commitment to you and our members, today and tomorrow.
  • Walk away with a better understanding of our exclusive, value-added, FREE member benefits. 

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Session One:
Selling With BetterLife: The BetterLife Difference & Why Sell With Us
​

When:  9:20am - 10:00am CT
Hosted By:  Kevin Simpson, BetterLife Sales Director, Independent Agencies
Presenters:  Eric Garland, Manager, Independent Agents & Brian Passehl, Director, Agency Sales

Session Description:
​Join Kevin and the Sales Team for a session detailing what we’re doing at BetterLife to help you SELL. Listen in on a variety of topics, including incentives for you, our secret on how to sell effectively, who to contact with your questions, and what makes BetterLife a different kind of life insurance company.
​
By attending this session you will:
  • Discover the exciting earning opportunities available to you.
  • Learn the ins and outs of applying the client-friendly BetterLife “Life Plan” concept.
  • Meet the staff in the Home Office who are here to support you and your clients.

Session Two:
Solutions Designed for You and Your Client: When & How To Use Them
​

When:  10:00am - 10:45am CT
Hosted By:  Eric Garland, Manager, Independent Agents & Randy Pfeiler, Sales Support Specialist  

Session Description:
​It’s not about the product, it’s about what the product can do for your client. In this session, you’ll be introduced to BetterLife’s diverse product portfolio and find out how you can be the ultimate agent by building the ideal solution for your client.
​
By attending this session you will:
  • Receive an overview of the versatile line of BetterLife products available.
  • Learn about the flexibility offered in designing a well-rounded solution for your client.
  • Gain a better sense of when to present different products.
  • Understand BetterLife’s Fixed Annuities and find out why your client could benefit from them. 
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Session Three:
Agent Resources: Everything @ Your Fingertips

When:  11:00am - 11:15am CT
Hosted By:  Randy Pfeiler, Sales Support Specialist & Shannon Daugherty, Sales Support Associate

Session Description:
Have you heard about BetterLife’s Agent Resources site? This modern, easy-to-use tool is jam-packed with resources to plan your next sales appointment, marketing materials and forms to meet all of your life insurance sales needs, and around the clock training, 365 days a year, seven days a week, and 24 hours a day! In this mini session, we’ll show you why this one-stop shop will be your new go-to for all of your BetterLife needs.

By attending this session you will:
  • Discover all of the different tools you can access through this comprehensive site, beyond forms and supplies.
  • Find more effective ways to gather forms you need for processing business.
  • Learn how to use and order your BetterLife supplies and marketing materials. 

Session Four:
It's Payday! Understanding Your Commission Schedule & How You Get Paid

When:  11:15am - 11:30am CT
Hosted By:  Kevin Simpson, BetterLife Sales Director, Independent Agencies
Cameo By:  Brenda Krutchen, Payroll Services Administrator

Session Description:
Let’s see a show of hands: who wants to get paid? In this mini session, you’ll find out how you get paid as an agent with BetterLife, including information on pay periods, approval cut-offs, and timing. You’ll also learn all about your commission statements, including how to view them, where to find them, and what exactly is included on them.​
​
By attending this session you will:
  • Find out when you get paid and get details on pay advances.
  • Learn all about receiving your payments and the cut-offs for commissions.
  • Discover where to find your commissions statement for life policies, renewals, and annuities.
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Session Five:
Systems & Processes to Help You WIN!
​

When:  11:30am - 12:15pm CT
Hosted By:  Dave Sobczak, Director, Sales Training & Support

Session Description:
Systems can be confusing. This session is designed to introduce you to the key systems used in processing business with BetterLife. You’re almost guaranteed to leave with a better understanding of how and when to use our illustrations, eApp, FACS, and AssureSign.

By attending this session you will:
  • Learn about the new business process and determine the best way to apply it to your daily “grind.”
  • Become familiar with the purpose of each system.
  • Find out how to access each tool and ultimately feel more confident when using them. 
  • Participate in a live Q&A where we will address your questions and concerns. 

Session Six:
Let's Talk Marketing: FREE Programs Available to Help You Succeed

When:  12:45pm - 1:00pm CT
Hosted By:  Katy Hylkema, Director, Marketing

Session Description:
Do you ever think to yourself, “How can I get in front of more clients and prospects?” Well, BetterLife’s Marketing Team can help! In this mini session, you’ll learn about all of the opportunities available to you for FREE, including forward-thinking marketing campaigns and a variety of other creative programs.

By attending this session you will:
  • Learn about exclusive marketing opportunities available to help grow your business.
  • Discover simple, free, and effective marketing tools, solutions, and resources.
  • Meet the BetterLife marketing masterminds who are here and ready to help you achieve your goals.
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Session Seven:
Think Like An Underwriter: Understanding BetterLife's Underwriting Process

When:  1:00pm - 1:45pm CT
Hosted By:  Dave Sobczak, Director, Sales Training & Support
Presenters:  Michelle Bunge, Senior Underwriter & DeAnn Crane, Underwriting Assistant

Session Description:
Underwriting is a key part of the application process. In this session, the BetterLife Underwriting Team will walk you through the process of what’s considered when reviewing new applications and the steps that are covered when reviewing a case. At the end, you’ll have the opportunity to step in the shoes of the underwriter in a number of case study examples.
​
By attending this session you will:
  • Meet the esteemed BetterLife Underwriting Team.
  • Identify key considerations needed in an application for effective underwriting.
  • Learn how you, as an agent, can improve the overall underwriting experience, including processing time.
  • Partake in an interactive case study, where you take on the role of the underwriter and make decisions on sample cases.

Event Closing & Final Remarks
​

When:  1:45pm - 2:00pm CT

Hosted By: Jared Bruley, SVP, Member Acquisition & Kevin Simpson, Sales Director, Independent Agencies

Session Description:
Join us for a FUN wrap-up of an engaging day. We’ll have prizes and will introduce an opportunity for you to provide us with feedback on our first-ever Virtual Agent Forum. Don’t forget to stick around for our open Q&A session right after!  

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BONUS SESSION!
Open Forum Q&A: Ask The Experts Anything You Want!

Session Time:  2:00pm - 2:30pm CT
Presented By:  BetterLife Experts

Session Description:
​As a bonus, we’ll round out this chock-full day of learning with an open forum where you can get all of your pressing questions answered. In this session, we’ll also include some tips and tricks to make your work easier and business better.

By attending this session you will:
  • Build a stronger relationship with many of the Home Office staff here to support you.
  • Receive detailed responses to questions and topics important to you.
  • Gather a variety of tips and tricks to help you work with BetterLife and grow your business. 

Don't Miss Out: Register Now!

Itching to get signed up now that you’ve read what the day entails? Click the button below to register!

Plus, sign up to attend by Friday, July 9, and lunch is on us. Panera, Culvers, or Subway: pick your favorite while you register! Please note: you will need to attend the event to receive your gift card. You’ll receive the gift card in the mail following the event. 
​
<<REGISTER NOW>>
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​BetterLife's Home Office
6522 Grand Teton Plaza
​Madison, WI 53719
1 (800) 779-1936 ​or 1 (608) 833-1936

Log Out
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