The Journey To Long-Term Security Begins Here

Transcription

1 The Journey To Long-Term Security Begins Here Your Guides Barry J. Fisher, LTCP Paul Kaplan, CLU Susan M. Blais, LTCP

2 Roadmap to Long-Term Care Security & Sales Success Challenging economic times require a steady hand in all aspects of financial planning. One of the greatest risks to your clients long-term security continues to be an unplanned-for long-term care event. As our clients move through uncharted territory, the foundations of the long-term care insurance world are also shifting. A groundswell of new products and alternatives will make long-term care planning more affordable and attractive to consumers. Join Your Guides Barry Fisher, Paul Kaplan and Susan Blais Paradigm Insurance Marketing & LyteSpeed Learning Top long-term care insurance Companies For a day of product, sales and marketing guidance Here s What You ll Get by Attending:» Innovative product & sales training from top LTCi carriers» Genworth, John Hancock, LifeSecure, MetLife, Nationwide» Understand all the available options» Learn what products make sense for each of your clients life stages» Tools to help you sell traditional and linked long-term care insurance» Pool of Money Calculator identifies the risk for clients of any age» Fact-finders to assess your clients current needs» Decision charts to understand the uses for each product» The right questions to ask your prospects» Marketing tools designed for different client profiles» Six hours of California continuing education from LyteSpeed Learning» Two hour contact course taught by Michael Strickler» Professional Communications & Customer Service Management Skills -- This course is designed to enhance the written and verbal communication skills of insurance professionals. The objective of this training program is to provide insurance agents with effective and ethical communication skills to reduce misunderstandings and professionally handle consumer inquiries and complaints. It offers specific methods to assist agents in communicating effectively with clients, employees, insurance carriers, claims departments, and regulators. Course #228933» Free access to online four hour Ethics Course (#179860) required by the state of California ever two year renewal cycle» Lunch, great door prizes & free parking

3 The Journey to Your Clients (and your own) Long-Term Security Begins with Knowing the Territory No One Knows It Better Than Barry J. Fisher Insurance Marketing Inc. American Capital Security Corp. Paradigm Insurance Marketing October 8, 2009 Woodland Hills Country Club Dumetz Road Woodland Hills, California Join top professionals representing traditional and linked long-term care insurance products as we teach you how to navigate the fast-changing world of long-term care planning. Learn how to identify the life-stage needs of clients and discover how new products and simplified sales systems can provide what they need at each stage. Confirmed Agenda as of August 29, :30 am to 8:30 am Registration and coffee service 8:30 am to 8:45 am Welcome & introductions Barry Fisher, Paul Kaplan & Susan Blais 8:45 am -- 9:25 am MetLife Michelle Perez, Regional Sales Vice-President 9:25 am 10:05 am John Hancock Eric Williams, Regional Vice-President Teresa Campama, Employee Benefit Sales Vice-President 10:05 am 10:20 am Break 10:20 am -- 11:00 am LifeSecure Linda Fabian, Western Regional Sales Manager 11:00 am 11:40 am Nationwide Shawn Brit, Senior Advanced Sales Consultant Marty Krager, Regional Vice-President Life Brokerage Sales 11:40 am 12:20 pm Genworth Ken Herlihy, Regional Vice-President Brokerage Sales 12:20 pm 1:20 pm Buffet lunch, networking & exhibit time 1:20 pm 3:00 pm 2 Hour CE -- Professional Communication and Customer Service Management Skills Michael Strickler, Director LyteSpeed Learning Provider LyteSpeed Learning #65579 Course # Attendees of this event will also receive a coupon to complete an online 4-hour Ethics Course at no cost (required every two years by the State of California) Provided By LyteSpeed Learning Provider #65579 Course # Tuition Registration by September 25 th -- $35/person Registration after September 26 th and at the door -- $50/person No Refunds after October 1, 2009 Click Here For Online Registration (818)

4 Journey to Long-Term Care Security Featuring Top Traditional & Linked Long-Term Care Insurance Carriers Sales & Marketing Training Six Hours Continuing Education Provided By LyteSpeed Communications Two Hour Contact CE Contact Course + Attendees of this event will also receive a coupon to complete an online 4-hour Ethics Course at no cost (Required every two years by the State of California) Provided By LyteSpeed Communications #65579 Course # Tuition Registration by September 25 th -- $35/person Registration after September 26 th and at the door -- $50/person No Refunds after October 1, 2009 Click Here For Online Registration (818) Woodland Hills Country Club Dumetz Road Woodland Hills, California 7:30 am to 3:00pm Name: (As it appears on your credit card) Credit Card Billing Address: (Street) (City) (State) (Zip) Phone Number: Credit Card #: Exp. Date: CVS No: Please Circle One: Visa MasterCard Discover American Express* Amount To Charge to Card: Names of Additional Attendees: Make checks payable to: Barry J. Fisher Insurance Marketing, Inc Owensmouth Avenue Suite 410 Canoga Park, CA Or Fax to: (818)

5 The Journey to Your Clients Long-Term Security Sponsors & Presenters Hosts Paradigm Insurance Marketing is a partnership between American Capital Security Corp. and Barry J. Fisher Insurance Marketing, Inc. Agency principals, Barry J. Fisher, LTCP Paul Kaplan, CLU and Susan M. Blais, LTCP are dedicated to providing agents and financial advisors the best in brokerage services, including life insurance, annuities, long-term care insurance, continuing education, sales training and back room support. With a combined total of more than 100 years of life and health insurance experience Barry, Paul and Susan are ready to support your sales and marketing efforts. MetLife is a pioneering leader in multi-life long-term care insurance. With simplified underwriting for employer groups with as few as three lives agents can provide quality LTCi to thousands of small business owners quickly and easily. Michelle Perez, Regional Sales Vice-President, has wide ranging experience in the financial services industry. She will be introducing Met s new simplified product LifeStage Advantage that is expected to be available for sale in California by late fall and showing you how multi-life LTCi sales can create new opportunities for you. John Hancock is one of the nation s leading providers of competitive long-term care insurance products. As a new player in the California multi-life arena they now become a force in the fastest growing market segment for traditional long-term care insurance. Eric Williams, Regional Vice-President & Teresa Campama, Employee Benefit Sales Vice-President are industry pros that bring varied experience and perspectives to bear on how to expand your LTCi sales opportunities. They will be presenting individual and multi-life product and sales ideas that are guaranteed to help you make LTCi a bigger part of your insurance practice. LifeSecure, a wholly owned subsidiary of Blue Cross/Blue Shield of Michigan, is a new and innovative entry in the long-term care insurance market. Approved for sales in 45 states and expected in California by late fall, LifeSecure brings a competitive simplified product as well as technology tools such as web applications and other sales tools to an industry ready to move into the 21 st century. Linda Fabian, Western Regional Sales Manager has been the long-term care insurance industry for more than ten years building sales and brokerage relationships with industry leaders MetLife Investors, TransAmerica Insurance, John Hancock and The Long Term Care Group. Nationwide Financial is a life insurance industry leader that was an early entry in the chronic illness accelerated benefit rider marketplace. With applications far beyond the traditional long-term care risk Nationwide s competitive universal life product coupled with the chronic illness ABR will create sales where none existed before. Shawn Britt, Director of Advanced Sales is prominent for her extensive work and expertise with the long-term care rider and has been a major influence in promoting it and educating the field in the many uses it offers. She has authored marketing pieces and published articles on the LTC rider and other life insurance concepts including publications such as The National Underwriter, Advisor Today, Life Insurance Selling and California Broker. Genworth, a household name in traditional long-term care insurance is now leading the charge in the linked product arena. With Total Living Coverage and Total Living Coverage Annuity, Genworth is poised to take advantage of the opportunities presented by the Pension Protection Act and the realization by older consumers that not taking advantage of traditional product when they were younger may have been a mistake. Ken Herlihy, Regional Vice-President Brokerage Sales has been with Genworth brokerage (and its predecessor companies) since He has worked with the brokerage community and wire houses and in 2005 and 2006 was voted Genworth s Wholesaler of the year by his peers. Paradigm Insurance Marketing is pleased to be working with LyteSpeed Learning, a provider of California Continuing Education based in Encino California. With a wide variety of online, correspondence and contact CE course on topics applicable to long-term care insurance life, health and property casualty agents, as well as pre-licensing for insurance and securities. LyteSpeed is your one-stop source for your continuing education needs. Michael C. Strickler is the Director LyteSpeed Learning. He has an extensive background spanning 25+ years in the insurance industry. In 1994, he and his wife Nancy started LyteSpeed Learning Center. Mick has authored and published many pre-licensing and Continuing Education courses for the insurance industry.