Rome Trip with Mutual of Omaha

April 8 through April 14th, 2016, I was with my wife in Rome with the Mutual Sales Leaders awards trip. This trip was earned after sending over $200,000 in premium to Mutual of Omaha for 2015. The Aetna trip, which we earned, too, was also at $200k, and that will be to Iceland in early May. See the latest IAC Webinar here: I interviewed two superstars on video while in Rome. The audio is not great because I did not have my wireless microphone or my really good camera, either. But the value is definitely there. In this first video, Dave talks about his Medicare Workshops where he is presenting three times a month, an hour-and-a-half each, and then writing 30, 40+ new, T65 folks, every month. Dave has now been doing them for three years and shares, here, what he has learned in those three years. PLEASE DO NOT CONTACT DAVE AND ASK HIM TO GIVE YOU HIS SEMINAR SYSTEM. The audio improves at the 4:00 minute mark in this video, as I turned on a tablet to record just the audio, as the lobby was getting very loud. So, I had two cameras and a tablet to mix together here. I know you'll find value! Dave's Frequently Asked Questions: How many mailed per month? Approx 3,500 Mailed when? 10 days out Radius? 3 Counties, one session per Demographics All turning 65 w/in 6 months Mailing piece Full color 6 x 9 postcard w/ photo Length of Workshop 1 to 1.5 hours Tools used: Powerpoint, projector or TV In this second video, Lior talks about his direct mail, in-person business model: Here is information on the Home Health policy Lior mentioned. Lior's Frequently Asked Questions: Focus: Filling ALL needs in the home, not just one. Demographics Lior mails to older demographics, average 73 Mailing piece: Generic Changes to Medicare piece Favorite Cross Sell Products: Life, Home Health, Cancer, Annuities Tools used: Mail piece, Door knock, I-Pad, or Pen/Paper Apps These are busy agents running their own practices. Please do not contact them asking for their materials, etc. They offered to do these interviews as a personal favor to me and do not want to support other agents. Thank you! You can see our personal pictures from the Rome trip here (this will open a new window).

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