2019 Sales Summit Follow Up
The Post Summit Guide is now available! Click here to download it now!
Here are some of the top requested services and tools from the Summit
- Strategy Session to build your Facebook business page: https://www.smsteam.net/facebook-website-form/
- Website building by our staff: https://smsteam.net/services/websites/
- Agent Marketing Portfolio (free, compliant marketing pieces): https://smsteam.net/amp/
- Retire Right full workbook: https://app.thebookpatch.com/BookStore/retire-right/bd23409d-a86a-40d0-85db-6e785d09c464
- talkingMEDICARE full book: https://app.thebookpatch.com/BookStore/talkingmedicare/02268ca3-91b5-40f9-ba2a-db2441eeccd6
- Our newly updated SMS University — find training on online presence, seminars, products, and more: https://sms-university.com/
- Headshot Taken at Summit: By June 30th your photo will be loaded here: https://drive.google.com/drive/folders/1-uBuTUc75wzy-vS_4kOib6id7bijA_h3
Handouts from the Summit App
All handouts can be downloaded from here: https://drive.google.com/open?id=1MeqDGILI9V1y3IfE-yFnAQVOx6CbsWjC
- Map: Where Senior Marketing Specialists is Expanding Their MA Footprint in 2020
- Customizable Agent Press Release
- 2019 Medicare & You Agent Walkthrough (from Medicare Café)
- Advisor Resources Links (from Breakout “Advisor Resources: Using Medicare, Industry, & SMS Tools”)
- Building a Referral Program (from Breakout “Profit: Begin with Referrals and End with Retention”)
- Carrier Marketing Materials (from Breakout “Managing Your Marketing System”)
- Links & Resources (from Breakout “Managing Your Marketing System”)
- Top 5 Compliance Tips (from Breakout “Crushing Compliance”)
- Rock Star Seminars (from Breakout “Promoting & Hosting Successful Seminars”)
- Unregistered Seminar Checklist (from Breakout “Promoting & Hosting Successful Seminars”)
- VA MO Referral Form to Connect Veterans to VSO (from Breakout “Helping Clients Understand and Utilize VA Benefits”)
- Veterans Benefits Resources (from Breakout “Helping Clients Understand and Utilize VA Benefits”)
Click here to join the National Senior Sales Summit Newsletter: https://mailchi.mp/e3b140e3ed2e/ssnewsletteroptin
Upcoming Face to Face Events in Columbia
- Ameritas Dental Summit Followup Webinar – June 20th at 2:00pm – https://www.smsteam.net/event/ameritas-demo-national-senior-sales-summit-follow/
- Mutual of Omaha – Lunch and Learn on Disability and Critical Advantage Portfolio – June June 27th from 11am-1pm – https://www.smsteam.net/event/mutual-omaha-lunch-learn-disability-critical-advantage-portfolio-office/
- Dual Special Needs Plans Opportunities Meeting – July 24th from 9am – 1pm – https://www.smsteam.net/event/dsnp-meeting/