3

BOISE CENTRE EAST FLOOR PLAN

4th Floor

Main Street

Captiol Blvd

850 W. Front St., Boise, ID 83702 boisecentre.com • 208.336.8900

44

AGENDA

TUESDAYSeptember 5th, 2017

WEDNESDAYSeptember 6th, 2017

Track LegendAN Annuities BT Business Management/Technology

EB Employee Benefi ts FP Financial Products

GN General LI Life Insurance

RG Regulations

TIME INFORMATION ROOM7:30 - 8:30 am - Registration (Open All Day) 400D7:30 - 8:30 am - Continental Breakfast 400AB8:30 - 9:45 am GN General Session 400C

9:45 - 10:00 am - Refreshment Break & Visit Sponsors 400AB10:00 - 11:30 am GN Keynote Speaker:

Brian Tracy - Session 1Outselling Your Competition In this fast moving program, you will learn how to double and triple your sales in the next 30-60 days. These simple, powerful methods and techniques work quickly and easily to supercharge your income.

400C

11:30 - 12:30 pm - Lunch 400AB12:30 - 2:00 pm GN Keynote Address:

Brian Tracy - Session 2Unlock Your PotentialLearn how to get more and better results, faster and easier than ever before from the top teacher on time management, goals and personal productivity in the world today. Learn how to increase your productivity, performance and income with seven proven strategies used by the highest paid people everywhere.

400C

2:00 - 2:20 pm - Refreshment Break & Visit Sponsors 400AB2:20 - 3:30 pm EB Employee Benefi ts Producers’ Corner

Join us to hear from two top producers in the employee benefi ts markets and learn transferable skills that you can use to grow your business. They will share their secrets to success in working with employers to sell more health insurance and ancillary benefi ts.

410C

TIME INFORMATION ROOM7:30 - 9:00 pm - Welcome Party & Conference Registration

Join us to register, receive your conference materials and enjoy light refreshments.

420

All sessions located at the Boise Centre East.

55

AGENDAWEDNESDAY

September 6th, 2017

TIME INFORMATION ROOM2:20 - 3:30 pm FP Financial Protection Products Producers’ Corner

We have put together a dynamic trio of top producers from around the country to share how they are growing their practices. Join us and learn how you can implement these specifi c repeatable processes in your business to increase your life and annuity sales results.

410A

3:30 - 3:45 pm - Refreshment Break & Visit Sponsors 400AB3:45 - 4:30 pm EB Self-Funding – What Everyone Needs to Know, But No One

Talks AboutWalk away from this session with renewed confi dence and enhanced knowledge when selling self-funded plans to your clients. Whether you have been selling self-funded plans for years or this is a new market to you, we believe you could fi nd that what you don’t know might actually surprise you and your client.

410C

3:45 - 4:30 pm AN Are You Really Prepared To Help Your Clients Prepare for Retirement?Even the most carefully planned retirement can become derailed by the unexpected; don’t let that happen to your clients. Learn more about how many retirement plans take an unexpected H.I.T, and learn the solutions that Allianz Life offers to help your clients when these occur.

410A

3:45 - 4:30 pm LI Finding the Best Living Benefi t Solution for Your ClientsDo you know the difference between Long Term Care, chronic Illness policies, annuities with LTC benefi ts, life insurance with LTC Riders and Life Insurance with living benefi t riders? Join this breakout to learn non-carrier specifi c overview of the differences, and the pros and cons for each.

410B

3:45 - 4:30 pm EB Ancillary Products – The Perfect Way to Grow Your Block of BusinessStudies show that ancillary products such as Dental and Disability are the most sought after benefi ts by employees right after health insurance, but many agents still struggle to capitalize on this market. Come to this break out and learn the best way to position your ancillary products to close the sale.

430A

3:45 - 4:30 pm FP Asset Based LTC – Solving for the Great Income Gap Are you preparing your clients for the number one reason that their income needs could suddenly skyrocket during their retirement? Learn about a new approach to presenting “Long Term Care Planning” versus selling Long Term Care Insurance that changes everything.

430B

6:00 - 9:00 pm - Special Dinner EventCasino Night & Networking Event@The Stone House - 709 E Park Blvd, Boise, ID 83712

Offsite

66

AGENDATHURSDAY

September 7th, 2017

TIME INFORMATION ROOM7:30 - 8:30 am - Registration (Open All Day) 400D7:30 - 8:30 am - Continental Breakfast 400AB8:30 - 9:15 am GN General Session

Our opening message will set the stage for a productive day. Hear more about what we have in store for you, and have an opportunity to meet key sponsors for our event this week.

400C

9:15 - 10:05 am FP Asset Based LTC – Solving for the Great Income GapAre you preparing your clients for the number one reason that their income needs could suddenly skyrocket during their retirement? Learn about a new approach to presenting “Long Term Care Planning” versus selling Long Term Care Insurance that changes everything.

410C

9:15 - 10:05 am RG Thriving in a DOL Compliant WorldThe Department of Labor Fiduciary Rule (“DOL Rule”) has created additional liability and exposure for insurance producers. Are you taking the right steps to protect yourself and your practice during the transition period between June 9, 2017 and January 1, 2018?

410A

9:15 - 10:05 am EB Referenced Based Pricing – It’s Not All Apples and OrangesWhat exactly is Referenced Based Pricing? Why is it so popular in today’s health plans? Learn the subtle and not so subtle differences in how different plans are being administered, and the questions you must ask before recommending this concept to your clients. You will walk away with a much better understanding of Reference Based Pricing, and know when it makes sense for your clients!

410B

9:15 - 10:05 am EB How Technology is changing the Health Insurance Market ForeverThe entire world is rapidly evolving and every industry is struggling to keep pace with the changes in today’s technology. Learn more about innovations occurring in all areas of the healthcare/health insurance delivery and how the innovative health plans at HealthEZ are being used to the advantage of you and your client!

430A

9:15 - 10:05 am LI Overcoming a Top Objection to Life Insurance TodayWhen it comes to selling life insurance, many people seem hesitant to spend today’s dollars on a benefi t that they personally will never see. Today’s life insurance products eliminate that concern with benefi ts that go well beyond a death benefi t.

430B

10:05 - 10:30 am - Refreshment Break & Visit Sponsors 400AB10:30 - 11:20 am BT The Power of SmartO� ce

Attend this breakout to see fi rsthand how you can use this powerful software program to identify and act upon sales and marketing opportunities with new and existing clients, manage your existing policies, and document your sales processes and practices.

410C

77

AGENDATHURSDAY

September 7th, 2017

TIME INFORMATION ROOM10:30 - 11:20 am LI Life – It’s easier than ever!

Learn new tricks of the trade you can use with any carrier’s products, and help your client buy with confi dence. Hear more about a product that is an easy to sell, instant-decision underwriting solution to help clients with extended-care needs with a 100% Return of Premium feature.

410A

10:30 - 11:20 am EB Direct Primary Care - The Next Big Thing in Health Care!Direct Primary Care (DPC) is revolutionizing the way health care is being provided to Americans across the country. Studies suggest that this model improves care to the patient and drives better overall health results, while lowering the cost of health care for everyone involved. Attend this session and learn more about this new concept in health care delivery, and see if this innovation makes sense for you and your clients.

410B

10:30 - 11:20 am AN Are You Really Prepared To Help Your Clients Prepare for Retirement?Even the most carefully planned retirement can become derailed by the unexpected; don’t let that happen to your clients. Learn more about how many retirement plans take an unexpected H.I.T, and learn the solutions that Allianz Life offers to help your clients when these occur.

430A

10:30 - 11:20 am LI Executive Benefi t PlanningLearn more about how you can put a split-dollar life insurance plan in place and help your clients provide this valuable benefi t in their organizations.

430B

11:30 - 12:20 pm EB Self-Funding – What Everyone Needs to Know, But No One Talks AboutWalk away from this session with renewed confi dence and enhanced knowledge when selling self-funded plans to your clients. Whether you have been selling self-funded plans for years or this is a new market to you, we believe you could fi nd that what you don’t know might actually surprise you and your client.

410C

11:30 - 12:20 pm AN Solutions for the “Don’t want to take RMD’s but have to...” ClientsLearn about a great option for clients concerned with maximizing the legacy value of their IRAs, while still keeping income for themselves. This unique, DOL-friendly solution will help you open doors with existing clients and new prospects.

410A

11:30 - 12:20 pm AN Creating Predictable & Potential Income – The “What If?” SolutionLearn successful strategies for selling annuities whether you are new to the business or are a seasoned expert in the market. Learn how to ask the right questions to position the sale and solve the number one concern we all have for our retirement.

410B

88

AGENDATHURSDAY

September 7th, 2017

TIME INFORMATION ROOM11:30 - 12:20 pm LI Finding the Best Living Benefi t Solution for Your Clients

Do you know the difference between Long Term Care, chronic Illness policies, annuities with LTC benefi ts, life insurance with LTC Riders and Life Insurance with living benefi t riders? Join this breakout to learn non-carrier specifi c overview of the differences, and the pros and cons for each.

430A

11:30 - 12:20 pm LI Succession Planning Through Utilization of a Business Evaluation ProgramAttend this information packed breakout session and learn the fi ve reasons you should be talking to your clients about obtaining a business valuation.

430B

12:30 - 1:30 pm - Lunch 400AB1:30 - 2:20 pm EB Referenced Based Pricing – It’s Not All Apples and Oranges

What exactly is Referenced Based Pricing? Why is it so popular in today’s health plans? Learn the subtle and not so subtle differences in how different plans are being administered, and the questions you must ask before recommending this concept to your clients. You will walk away with a much better understanding of Reference Based Pricing, and know when it makes sense for your clients!

410C

1:30 - 2:20 pm LI Executive Benefi t PlanningLearn more about how you can put a split-dollar life insurance plan in place and help your clients provide this valuable benefi t in their organizations.

410A

1:30 - 2:20 pm AN Creating Predictable & Potential Income – The “What If?” SolutionLearn successful strategies for selling annuities whether you are new to the business or are a seasoned expert in the market. Learn how to ask the right questions to position the sale and solve the number one concern we all have for our retirement.

410B

1:30 - 2:20 pm EB Ancillary Products – The Perfect Way to Grow Your Block of BusinessStudies show that ancillary products such as Dental and Disability are the most sought after benefi ts by employees right after health insurance, but many agents still struggle to capitalize on this market. Come to this break out and learn the best way to position your ancillary products to close the sale.

430A

1:30 - 2:20 pm LI New Sales Concepts to Help fi ll in Potential Retirement Strategy GapsJoin this session and learn new sales concepts for positioning life insurance as an asset in an overall portfolio, such as “Help fi ll in the gaps in your retirement strategy” and “The impact of dying too soon.”

430B

2:20 - 2:50 pm - Refreshment Break & Visit Sponsors 400AB

99

AGENDATHURSDAY

September 7th, 2017

TIME INFORMATION ROOM2:50 - 3:40 pm EB How Technology is changing the Health Insurance Market

ForeverThe entire world is rapidly evolving and every industry is struggling to keep pace with the changes in today’s technology. Learn more about innovations occurring in all areas of the healthcare/health insurance delivery and how the innovative health plans at HealthEZ are being used to the advantage of you and your client!

410C

2:50 - 3:40 pm LI Succession Planning Through Utilization of a Business Evaluation ProgramAttend this information packed breakout session and learn the fi ve reasons you should be talking to your clients about obtaining a business valuation.

410A

2:50 - 3:40 pm EB Direct Primary Care - The Next Big Thing in Health Care!Direct Primary Care (DPC) is revolutionizing the way health care is being provided to Americans across the country. Studies suggest that this model improves care to the patient and drives better overall health results, while lowering the cost of health care for everyone involved. Attend this session and learn more about this new concept in health care delivery, and see if this innovation makes sense for you and your clients.

410B

2:50 - 3:40 pm AN New Ways to Solve Today’s Top Three Retirement ConcernsWhat concerns your clients most in retirement? Studies show that the top three are: taxes, income, and the risk running out of money. With the new impartial conduct standards mandating that you give prudent advice in line with your client’s best interest, you must be sure you’re helping them address these concerns

430A

2:50 - 3:40 pm LI New Sales Concepts to Help fi ll in Potential Retirement Strategy GapsJoin this session and learn new sales concepts for positioning life insurance as an asset in an overall portfolio, such as “Help fi ll in the gaps in your retirement strategy” and “The impact of dying too soon.”

430B

3:45 - 4:30 pm GN General SessionWhat to Do (and Not) with Social Media and LinkedIn?

400C

6:00 - 9:00 pm - Dinner and Networking Event 400AB6:00 - 9:00 pm - Professional Photos

Sponsored by Starmark410A

1010

AGENDAFRIDAY

September 8th, 2017

TIME INFORMATION ROOM7:00 - 8:00 am - Continental Breakfast 400AB

8:00 - 10:30 am GN General Session and Closing CeremoniesLearn how to better manage the stress that is literally taking years off of our lives, and hear about new breakthroughs that some say are more impactful on modern medicine than the discovery of Penicillin. Hear how new scientifi c studies show that you can add up to fi fteen years to your life by making simple changes that are 100% in your control. You won’t want to miss this impactful general session which will also include our Conference Give-Away! You must be in attendance to win.

400C