Category: Marketing

Sam Halpern – Online Insurance Marketing Pioneer and Innovator

Sam has been marketing and selling insurance on the Internet since January of 1999, gaining national prominence as an expert in travel insurance, international benefits and war risk insurance before transitioning focus to the senior market in 2004. Transferring lessons learned from online travel insurance, Sam developed innovative, first generation web-based tools and services throughout the 2000s for producers in the senior market to access and distribute high quality/high volume leads from vendors, associations and carriers, then quote and sell Medicare Supplement insurance, leveraging proprietary SMS technology comprising secure email, single-sign-on authentication, and various electronic signature methods in order to integrate with the then burgeoning electronic applications adopted by the leading national carriers.

Sam helped develop the industry’s first electronic scope of appointment process, healthcare provider look up and Medicare Advantage network filter; Medicare Blue Button integration. These groundbreaking tools and services —  available exclusively via SMS’ proprietary lead management and sales platform Lead Advantage Pro — helps agents “leverage their time, make more money and put their business in a position of distinction.” With the explosive growth of mobile devices and increased expectation by agents and Medicare beneficiaries that they have 24/7 online access to services, on multiple operating systems and browsers, devices. On a daily basis Sam leverages his deep relationships with SMS colleagues, life/health insurance carriers, agencies as well as insure-tech and health-tech vendors, to create value for SMS and its distribution partners by identifying and exploiting the cutting edge APIs, data and services that will help SMS maintain and extend its sales and technology leadership position in the senior market as well its favored status among top producers and leading national insurers.

https://seniormarketsales.com/

Larry Adams – LongevityQuest, Inc. Predictive Analytics To Drive Down Healthcare Spend

Join us for a conversation with Larry Adams at LongevityQuest.  Their algorithmic biotech analysis (created in conjunction with Quest Diagnostics and MIT) encourages and empowers people to pursue a long, good life. They help organizations improve employee health and reduce costs by intelligently managing what has previously been unknowable. Their innovative myLQAnalysis® reports provide individuals with a patented ranking compared to personal goals and others, and a comprehensive analysis of risk factors that may be impacting wellness and longevity — all from the convenience and confidentiality of home. For more information you can visit www.MyLongevityQuest.com or email: info@mylongevityquest.com.

Grace Grant – Exec Dir of GIS: The Insurance Industry Talent Pipeline

Grace Grant is the Executive Director of the insurance industry’s premiere collegiate talent pipeline, Gamma Iota Sigma.  We are very pleased to share a few minutes of our conversation with Grace about how GIS brings the stakeholders of our industry together to serve those seeking talent and those seeking careers!  Grace joined Gamma Iota Sigma in 2013 and has served in multiple roles across the organization focusing on university engagement, chapter expansion, collaborative industry initiatives, and organizational operations. She is responsible for the strategic direction of Gamma Iota Sigma and manages all governance-related matters including the Board of Trustees and its committees.  She is an avid runner and sports fan, residing in Powell, OH with her husband and their five children.  If you would like to learn more about partnering with GIS, go to www.GammaIotaSigma.org.

Chris Gandy: Chicagoland NAIFA President and MDRT Financial Advisor

Take a few minutes to listen to a conversation with Chris Gandy.  Learn how Chris grew his business by helping his clients create custom financial strategies designed to help make their dream retirement lifestyle a reality.  In 1999, Chris started his own firm and, since then, has worked with business owners, physicians, professional athletes and key executives all over the country. Chris focuses on the areas of life insurance, disability income insurance, investments and tax-efficient strategies.

After playing basketball for the Fighting Illini at the University of Illinois, where he was co-captain and earned Second Team All-Big Ten honors, Chris played professional basketball for the Chicago Bulls and the San Antonio Spurs.  After his time in the NBA, and before founding his own agency, Chris worked as a Northwestern Mutual Financial network representative. While there, he became a Million Dollar Round Table Member.   So take a few minutes to learn from the best!

www.midwestlegacygroupllc.com

Harley Gordon – How to Have The Conversation about Long-Term Care

Attorney Harley Gordon is a nationally recognized authority on long-term care issues. He has been voted one of the “100 Most Influential People in Long-Term Care” by McKnight’s Long-Term Care News and was also named one of the “10 Most Influential People in Long-Term Care” by Senior Market Advisor. His book, How to Protect Life Savings from Catastrophic Illness, with over 150,000 copies in print, along with his newest book, In Sickness & In Health, helps consumers understand the devastating emotional and financial consequences of long-term care. Mr. Gordon is also a founding member of the National Academy of Elder Law Attorneys, a professional organization that deals with legal and ethical issues facing the elderly.

Mr. Gordon’s views on long-term care financing have been featured in the PBS Frontline documentary, “Who Pays for Mom and Dad,” The Wall Street Journal, and the CBS Evening News. He has lectured extensively to consumers and professionals alike, about the importance of planning for long-term care. He has been a featured speaker at Million Dollar Round Table’s (MDRT’s) “Top of the Table,” the Financial Planning Association (FPA), the National Association of Insurance and Financial Advisors (NAIFA), and the National Association of Health Underwriters (NAHU). He is currently working on a consulting basis with the Massachusetts Division of Medical Assistance in order to reform Medicaid eligibility.

https://www.ieadvisors.net/

Jay Stubbs – A Personal Perspective on How to Grow Your Business

Jay Stubbs is celebrating over 20 years in the financial services industry. He has been a qualifying member of the Million Dollar Round Table, served as President of the NAIFA chapter in his hometown of Mobile, AL, as well as the President of NAIFA-Alabama. He is past President of the Estate Planning Council in Mobile, serves on the Planned Giving Council and also serves on the PREP Advisory Board for the Mitchell College of Business at the University of South Alabama. Jay is a Regional Director for First Protective, a Brokerage General Agency and wholly owned subsidiary of Protective Life. He works with financial service professionals along the Gulf Coast, providing them with sound advice on how to grow their business. Jay celebrates life with his wife Kasey and four children.

http://www.firstprotective.com/

Jeff Brown – The California Privacy Law and It’s Impact Upon the Insurance Industry

Jeff Brown is the EVP of sales for Imprezzio, Inc., a Spokane-based proprietary software company that helps insurance carriers and agents manage data for better growth and distribution. The company provides sales software to over 150,000 users with several of the largest carriers in the nation. At Imprezzio, Brown is responsible for the software company’s market strategy and execution. He joined Impezzio in 2016 with 20 years of experience building high performing enterprise software sales teams that help companies build their brand. Brown was a three-time Academic All-American basketball player for Gonzaga University where he graduated with honors. He was elected into the West Coast Conference Hall of Honor in 2010.

https://imprezzio.com/

Andrew Jewell – Top Producer

Andy Jewell is a successful insurance agent located in historic downtown Lynden, Washington. Andy works diligently to help clients understand how insurance can help them and protect them from loss due to risks they encounter daily in their personal and business lives. In the twelve years Andy has been with Farmers Insurance, he has attended achievement clubs with the company multiple times. He was awarded Topper Club eight times, Championship six times, and President’s Counsel 3 times. Andy finds satisfaction in seeing a client who has suffered a loss be helped back to their normal life. He and his staff are committed to helping his clients through any claims process. Andy lives in nearby Everson with his wife and five children.

https://agents.farmers.com/wa/lynden/andrew-jewell

Jesse Slome – Long and Short Term Care Specialist

Jesse R. Slome, an award-winning public relations professional recognized for his work marketing the Cabbage Patch Kids dolls, is one of the nation’s leading experts in the field of marketing insurance and financial products. Slome is founder and president of Sales Creators, Inc., the nation’s largest producer of generic LTCI sales and marketing material. Prior to founding Sales Creators, Slome was president of PromoWorks, a California based agency that focused on senior and insurance products. He is the author of a Publicist’s Guide to Senior Media, a national compedium utilized by marketers nationwide. In 1999, Slome co-founded the American Association for LTC Insurance, the non-profit trade organization serving for the LTC insurance industry and still serves as the organization’s Executive Director. He also is Editor-in-Chief of the quarterly national magazine, LTC Insurance Sales Strategies. Slome has earned both the CLU and ChFC designations and has been quoted or bylined feature articles for The Wall Street Journal, Fortune, Money, Kiplingers, The New York Times as well as Financial Planning, National Underwriter and Senior Market Advisor magazine.

http://www.aaltci.org

David Stansfield – Top Producer

David Stansfield is an award winning agency owner in Ft Collins, Colorado. In 1994, he interviewed with Farmers and the District Manager at that time told him he was too young so he should work for another agent. He interviewed with another company and they told him he should work as a claims adjuster. He decided to work for another Farmers agent to get some “experience” and approximately one year later he opened his own Agency. His first year in business, he waited tables at night and sold insurance during the day. The owner of the restaurant caught David giving customers his business cards for insurance and asked him to stop. A few weeks later, he resigned from the restaurant and decided, “I can’t fail, it’s not an option.” He put everything into his business and has built it to now have in excess of 8,900 PIF. Two years after leaving the restaurant, he insured that restaurant! This also included the owners, business insurance, workers compensation, auto and home insurance. David is a graduate of Colorado State University with a Degree in Business Administration & Minor in Spanish.

https://agents.farmers.com/co/ft-collins/david-stansfield