Topics/Speakers



Kim Magdalein

Seminar Marketing in Today’s Environment


While there is not an exact science to holding a successful seminar, there are effective techniques that help boost your return on investment. Kim Magdalein, who has appeared on the cover of Senior Market Advisor and is a proven seminar producer, will share with you ideas and concepts that he has learned about successful seminar presentations over the past decade.

 



Michael Blaker

Annuity Arbitrage

Over the past year, Michael Blaker has trained hundreds of agents at Creative Marketing. His system, which utilizes both fixed annuities and life insurance, has proven to be a dynamic sales track for agents to diversify their business and generate more sales. This presentation is a must see!

 



Jim Lineweaver

The Credit Union Connection

Most agents are constantly looking for new ways to find new prospects. Please join Jim Lineweaver as he shows you how he has created affiliations with local credit unions to become the trusted professional of choice and generate millions of dollars in business.

 



Jan KelleherCharlene Neiderhelman

Jane Sawyer, Jan Kelleher, Charlene Niederhelman
The Assistant: Your Key to Success


Tired of paperwork? Are you doing your own administrative work? Look no further. You have heard others say their business didn’t increase until they hired someone to assist them. Please join three of the industry’s top administrative professionals and learn how they interact with their respective offices to keep you, the advisor, working at peak efficiency.

 




Life Insurance for the Living

Most clients think life insurance is only for their beneficiaries. Mark Roberts will educate you on how you can help clients want to pay life insurance premiums for their own reasons that will benefit them during their lifetime. You can sell life insurance with less effort…and earn more money!

 



Jim Devine

How to Build and Maintain a Successful Agency

Jim Devine is President and Co-Founder of California’s leading senior care financial specialty firms. He has created a network of talented agents to help seniors plan and preserve their assets to last through retirement. His breakout session will focus on the pros and cons of building this type of organization. If building an agency is a potential future endeavor of yours, Jim Devine’s the man in the know!

 



Rodger Parker

Leverage Your Database into Gold

Rodger Parker is the consummate professional who has cracked the code on how to generate additional sales from his existing clientele. Instead of spending thousands of dollars on new public seminars, Rodger has gone back to the proverbial “well” and is now writing more life insurance applications than he ever thought probable!

 



Joel Johnson

1 + 1 +1 = 6 – Diversification in Marketing

If you are looking to exponentially increase your business, this is a can’t miss breakout. Joel Johnson is a brilliant marketing mind that utilizes many different avenues to attract new clients. With these marketing initiatives running simultaneously, they validate and build credibility to all he does business with.

 



Greg Parady

Greg Parady - Client Appreciation Events: Maximizing your Marketing Dollars

Are you still marketing like it’s 1999? Do you need a new compliance-friendly way to promote yourself and generate new prospects? Greg Parady has completely eliminated the public seminar from his marketing efforts and relies heavily on client appreciation events to meet new prospective purchasers. Please join Greg as he shares valuable marketing ideas on how to maximize your marketing dollars in the current environment. If you want to increase your production, this is a must attend breakout session!

 



Mike Verble

Networking Affiliations and How They Can Benefit You

When considering an agent who has made a living off of networking with other entities and organizations, Creative had to look no further than Mike Verble. Mike has developed a network of more than 10 entities he can refer his clients to which allows him to become a valuable resource for them. Mike’s experience in this arena will assist agents in developing the same great referral source he has.

 



Mike Brown

“Ride” This Benefit to Greater Sales

Income Riders are beginning to mature in the fixed annuity marketplace. They are now a staple among most carriers and products. Mike Brown has not only grasped the concept of the income rider, but more importantly, he knows when, where and how to present them to benefit his clients.

 



Rick Martin

Coaching: The Need for Accountability

Coaching. Is it right for me? Would it benefit my business? How much would it cost? Why would I do it? Come and hear Rick Martin answer these and many other questions regarding the use of a business coach. If it is good enough for Tiger Woods, maybe you would want to consider it too.

 




Dr. Kerry Johnson

Mastering the Game: The Nation’s Sales Psychologist

Peak Performance: How to increase your business by 80% in 8 weeks.
Best Selling Author and MDRT speaker Dr. Kerry Johnson will show you how to increase your closing ratio by 300% in 3 minutes. He will also show you a new way to get 50 referrals at once without any extra cost. You will learn how to sell to the biggest market you have ever seen, women. You'll also learn how people make decisions to buy and learn the signals people use to let you know when they are ready to purchase and much, much more.  This is a "must see" presentation.

 



Bud Hanley

Bud Hanley - “Account” For Greater Profits


Many insurance professionals are consistently looking for new ways to generate business. One method you may have considered was to develop a relationship with another non-competing financial professional... the Certified Public Accountant. This is a great concept but many agents aren't aware of just how to pursue this opportunity. Don't miss Bud Hanley's presentation on how you too can work with a CPA to grow your practice.

 



Mike Tripses

Mike Tripses - State of the Industry

Mike Tripses is President of Creative Marketing and a member of the American Academy of Actuaries and Board Member of NAFA. Mike is truly an industry advocate and works tirelessly on behalf of you, the agent, in getting SEC Rule 151(A) repealed. Please join Mike in October to hear the latest, most reliable and accurate accounting of what is going on in the insurance and investment arena.

 



*Schedule of Events and Speakers subject to change

FOR AGENT USE ONLY – NOT FOR USE WITH THE GENERAL PUBLIC 10425-2009-6/11 | 14498 163149

 
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