Read Nelson’s column,
Cross-Sell Voluntary with a Consultative Approach, in Employee Benefit Adviser
Read Scott’s column,
The Million Dollar Prospecting Lesson, in Canadian Insurance Top Broker magazine
Nelson addresses the
5 Year & 10 Year Outlook for
Voluntary Benefit Plans
Executive Roundtable
February 6 & 7, 2012 Philadelphia, PA
Nelson speaks at the Workplace Benefits Renaissance
February 28 & 29, 2012
Atlantic City, NJ
Scott speaks at the
Take Your Agency to the
Next Level TYA 2012 Seminar
March 23, 2012
Sterling Heights, MI
Helping BROKERS, AGENCIES, and CARRIERS grow their bottom line by increasing sales, retention and market share.
Providing proven strategies, systems, training, coaching and consulting for:
Worksite Voluntary Benefits Programs
Benefits Enrollment
Effective Cross-Selling
Consultative Advisory Selling
90% Client Retention
High-ROI, Results-Oriented Marketing
Integration of Sales & Marketing Strategy for Improved Synergy
