AGENDA

Wednesday, June 10th, 2020

 

9:30-11:30 | Live Stream of the Morning Session 

 

Welcome & Kick-off with JoAnn Wray

Making a Bold Statement: Generating Leads with New Marketing Efforts | Jeremy Burt

Marketing Automation Expert, Branding Expert and Owner of Cicada Graphics

Succession Planning Panel

Matt Carson, Senior Sales Director & Director of Outreach, Senior Marketing Specialists (Panel Host)

David Grau Jr., President, Succession Resource Group (Panelist)

Mandi Mullenix, Succession Expert at Senior Marketing Specialists (Panelist)

Caleb Sumner, Owner, Sumner Insurance Services (Panelist)

Love Your Competition | Olivia Richardson, Keynote

Senior Sales Director & Director of Training and Education, Senior Marketing Specialists

11:30-1:00 | Break for Lunch

1:00-4:00 | Breakouts, Tradeshow & Networking

 

6 New breakout sessions will be released at 1:00pm. Take time to view as many of the afternoon breakout sessions as you would like during the afternoon. 

  • Filling the Seats of Your Next Event

  • Closing More Sales

  • Building a Raving Customer Base

  • Hiring, Training, and Motivating a Millennial Staff

  • Compliant Marketing

  • Converting Leads and Prospects to Clients​

 

The Digital Tradeshow will also be open where you can learn about all our wonderful sponsors, carriers and vendors. 

 

Thursday, June 11th, 2020

 

9:30-11:30 | Live Stream of the Morning Session 

 

Welcome & Kick-off with JoAnn Wray

Champion Round Table Discussion

Brittany Wibbenmeyer, Director of Key Partnerships, Senior Marketing Specialists (Panel Host)

Frank & Kelly Baker, Baker Insurance Group, Arlington, TX (Panelist)

Paul Kelly, Paul Kelly Insurance, Cole Camp, MO (Panelist)

Eric Fierro, Founder of Senior Sales University (Panelist)

Foresight: Analyzing the Future of Medicare and our Industry  |  Dan Mangus, Keynote

Vice President of Sales, Senior Marketing Specialists

11:30-1:00 | Break for Lunch

1:00-4:00 | Breakouts, Tradeshow & Networking

6 New breakout sessions will be released at 1:00pm. Take time to view as many of the afternoon breakout sessions as you would like during the afternoon. 

  • Converting Leads and Prospects to Clients

  • Heartland National Hospital Indemnity Product Breakout

  • AARP Medicare Supplement by UHC Product Breakout

  • Aetna MA and Supplemental Solutions Product Breakout

  • Mutual of Omaha Product Breakout

  • Lasso Healthcare MSA Product Breakout

  • Medico Product Breakout

The Digital Tradeshow will also be open where you can learn about all our wonderful sponsors, carriers and vendors. 

(800) 689-2800  |  smsteam.net

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