Medicaid Bootcamp Agenda

If you have not viewed the webinar we did on becoming a Medicaid planner, you can do so by clicking here.

2 DAY BOOT CAMP
The next one will be on the 22nd and 23rd of March
Click here to download the signup form

To view a mulit-page brochure, please click here

You are on the brink of a huge change in your practice. Your participation in this Boot Camp will give you the strategies, systems, tools and case design support to alter the way you do business FOREVER!

We know of no other organization who teaches agents and advisors all the in depth concepts, principles, processes and procedures required for effective Medicaid Planning.

You will feel empowered when you deliver to your clients a plan backed up with a no questions asked 100% Guarantee. The plan will deliver results, period…and with no liability on your part.   If you are an insurance advisor looking to significantly increase your sales, you've come to the right place.

DAY 1: EDUCATION                          

8:00 AM                      Theory on effective Medicaid Planning
10:00 AM                    Break
10:15 AM                    Theory continued
11:00 AM                    Process of Medicaid Planning
12 noon                       Lunch
1:00 PM                      Process of Medicaid Planning continued
2:30 PM                      Execution of Medicaid Planning
3:00 PM                      Break
3:00 PM                      Medicaid Annuities
4:15 PM                      Case Study 1
4:30 PM                      Case Study 2
4:45 PM                      Case Study 3
5:00 PM                      Wrap up and next steps

DAY 2: MARKETING & SALES-- How to become the local expert                  

8:15 AM                      Introductions and what you will learn over the next 2 days
8:30 AM                      The role of Marketing in your practice and why you must become a great marketer
10:00 AM                    Break
10:15 AM                    Defining your Niche, your Angle and your irresistible Hook
10:45 AM                    How to effectively use public seminars to become the Local Expert (actual presentation)
11:45 AM                    Q&A with Dan
12 noon                       Lunch
1:00 PM                      How to use Direct Mail to fill your pipeline (short term results strategy)
1:30 PM                      An over view of the Agent Toolbox
2:00 PM                      The importance of having a sales process and how to set qualified appointments
2:15 PM                      “30 Minutes To Yes” (overview and role playing of 1st meeting)
2:45 PM                      Break
3pm                            Getting paid before you do any work and setting the stage for the 2nd meeting
3:15 PM                      How to achieve a 90% conversion during your 2nd meeting (role play of meeting)
4:00 PM                      Q&A
4:15 PM                      Introduction to Coaching Platform
5:15 PM                      Depart

If you have an interest in attending this 2-day boot camp, please click here to sign up for more information.