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.
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When you leave this Virtual Agent Forum you will:
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If you registered by Friday, July 9, lunch is on us!
Please note: you will need to attend the event to receive your gift card.
Please 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!
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
Hosted 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:
When: 9:00am - 9:20am CT
Hosted 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:
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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:
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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:
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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:
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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:
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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:
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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:
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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!
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:
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Don't Miss Out: Register Now!
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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. |
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