Group (1)

Training For All Agents...
TAUGHT BY TOP PRODUCING AGENTS!

YOUR HOSTS

DAVID DUFORD

OWNER: DUFORD INSURANCE GROUP

David Duford is an author, YouTube influencer, and owns Duford Insurance Group. Starting as a licensed final expense face-to-face agent in 2011, David started Duford Insurance Group in 2013 and gradually began to build his agency larger and larger with each consecutive year.

As of 2022, David has recruited 3,000+ agents, has created dozens of six-figure income earners, and mentors multiple seven-figure insurance agencies, and operates a small final expense telesales virtual call center. David resides in Chattanooga, Tennessee, with his wife and four kids, and is an avid jiu jitsu student and weightlifter.

MATT MUNGIA

OWNER: THE INSURANCE SQUAD

  • Personal Production: #1 Final Expense Agent (wrote over 500k in final expense in 1 year on his own pen)

  • Won trips all around the world as a personal producer and as a manager.

  • Led his Medicare team to write over 20,000 Medicare policies in a single year in less than 3 years starting in the Medicare business.

Testimonials From Past Elite Agent Summit Attendees!

Summit SPEAKERS

John Dean (Orlando)

  • Earning $200,000 in lifetime residuals only after 2.5 years of selling Medicare.

  • Wrote 545 Medicare Advantage plans in 2022.

John will teach you:

  • His exact sales and marketing strategy.
  • The necessary mindset to achieving big production numbers
  • How to get 10s of thousands of dollars in lead money from your Medicare Advantage carriers.
Karsten Vaeth
Ashlynn Wood

About Karsten & Ashlynn (Orlando)

Karsten Vaeth and Ashlynn Wood are the founders of Legacy Life & Health Quotes and authors of “The Agency Playbook”.

From their call center operation in Costa Rica, they run a remote-based boutique final expense agency that produces an average of $25,000+ AP per month year-round.

Here’s What You’ll Learn

  • The importance of using a script and how to correctly work the “David Duford” script to maximize your sales.
  • CRM Discussion. We will show you our CRM and exactly how to configure it for success, including automated SMS replies, lead segmentation, lead flow, and more.
  • How to go from an individual agent to a small 3-person agency and beyond in 12 months.

About Anthony (Orlando)

Anthony wrote $300,000+ in his first year selling final expense, 100% over the phone.

He switched exclusively to Medicare during AEP 2023, selling Medicare Advantage over the phone

Anthony Bobba is a crowd favorite, and agents pick up a TON of fantastic advice listening to him detail his system.

What Anthony will teach you:

  • Telesales tactics that build trust and close the deal for final expense and Medicare
  • How Anthony exclusively sells pre-set appointments over the with zero outbound calling.
  • Why he made the switch from final expense to Medicare

About Christen (Houston)

Christen Watson-Heller balances insurance and family life while being a student of all things Medicare.

With hundreds of clients between medicare and life insurance, Christen excels in rapport building, client retention, client education and closing with confidence.

Christen will teach you:

  • Her Medicare retention tactics to keep what you sell.
  • How to close your Medicare prospects.
  • How to sell Medicare without high pressure tactics.

About Roslyn (Houston)

Licensed since 2016, Roslyn started her career as a Final Expense agent then added Medicare & ACA to her arsenal a few years later.

ACA is her specialty, and she’s versed in creating free organic social media leads along with implementing other methods to gain new ACA clients. During her first ACA open enrollment, she enrolled over 100 clients in Texas.

Roslyn will teach you:

  • Why she moved into Medicare and ACA from final expense.
  • How to implement ACA health insurance sales into your business, no matter what product you sell
  • How to turn ACA clients into T65 Medicare clients
Frame 1

Luis Moreno
(Medicare & ACA Extraordinaire)

 

  • 1999 – Captive agent with Mutual of Omaha.
  • Focused on Medicare supplements and long-term care insurance.
  • 2001 – Opened Farmers Agency in San Antonio, TX.
  • Total book of business of approximately 5,000 clients, around 1,000 Medicare policy holders.
  • 2000 – 2008 Officer in the Army National Guard.
    Fully Bilingual, Teaches Both Spanish & English Speaking Agents

Oscar Gonzalez
Top Producer ACA Agent

 

  • OVER 20 YEARS OF EXPERIENCE IN BUSINESS AND BRAND DEVELOPMENT
  • SCALED A BUSINESS FROM $0 TO $6 MILLION A YEAR IN REVENUE.
  • IN UNDER A YEAR ADDED 600 ACA CLIENTS TO MY BOOK IN ONE ENROLLMENT SEASON.
  • FEATURED IN INC 5000 AS ONE OF THE FASTEST GROWING ECOM COMPANIES IN THE US.
  • STARTED FINAL EXPENSE CAREER THIS YEAR AND HAVE AVERAGE $35K – $40k A MONTH IN AP.

OSCAR WILL REVEAL HIS SECRET ON HOW TO BE SUCCESSFUL:

  • HOW TO CREATE A SELF-GENERATING LEAD SYSTEM THAT WILL SCALE YOUR BUSINESS.
  • HOW TO ACHIEVE THE $6 MILLION A YEAR BUSINESS?
  • HOW TO ACHIEVE 600 ACA CLIENTS IN ONE OPEN ENROLLMENT SEASON?

JOIN US IN A CITY NEAR YOU

Orlando, FL Agenda | January 20th, 2023

  • 9:00AM: Luis Moreno | Mastering Medicare Sales And Marketing For OEP And Beyond!
  • 10:45AM: Brandon Reid | Make More $$$ On Your Medicare Appointments With Hospital Indemnity Plans
  • 11:05AM: John Dean | How I Closed 300 Medicare Plans This Past AEP (And How You Can Duplicate My Results) 
  • 12:00PM: LUNCH
  • 12:30PM: Luis Moreno | Adding Lifetime Passive Income Selling Health Insurance
  • 1:30PM: Anthony Bobba | How To Master Telesales For Medicare AND Final Expense!
  • 2:15PM: Karsten Vaeth & Ashlynn Wood | Final Expense Telesales Script Mastery
  • 2:40PM: Jack Heller | Benefits Of Selling Final Expense With Prosperity Life
  • 3:30PM: Stephen Burgess | How To Find & Close Annuity Sales Working Your Existing Lead System
  • 4:15PM: Top Producer Q&A | John Dean, Anthony Bobba, Ashlynn Wood, & Stephen Burgess Answer YOUR Sales & Marketing Questions!
  • 5:15-7:00 TopGolfing

OUR VENUE

TOP GOLF!

All EliteAgent Summit Conferences will be held at a TopGolf facility.

From TopGolf.com:

TopGolf is a sports entertainment complex that features an inclusive, high-tech golf game that everyone can enjoy. Paired with an outstanding food and beverage menu, climate-controlled hitting bays and music, every Topgolf has an energetic hum that you can feel right when you walk through the door.

TopGolf will provide light snacks and coffee, a delicious lunch, and will furnish a 2-hour group golfing experience after the event is over!

FREQUENTLY ASKED QUESTIONS

You can expect high-quality sales, marketing, and mindset advice from a collection of the best insurance and agency owners across the nation who specialize in final expense, Medicare, annuities, and ACA under 65 health insurance sales.

 

Prior to the event, all in-person ticket holders are welcome to attend an evening network/social event at the sponsoring hotel (more details when you purchase your tickets). This is a casual event to hang out, meet the speakers, and have fun for a few hours.

 

On the day of the event, we'll provide coffee and snacks in the morning, a catered lunch, and 2 hours of free TopGolf when the event concludes.

 

Lastly, here's what NOT to expect: Absolutely NO rah-rah or kool-aid drinking. You'll definitely have FUN and learn a bunch of actionable steps to maximize your success in the business, but without the FLUFF so commonplace in most insurance sales events.

No, absolutely not! There is ZERO recruiting and ZERO pitching!

Our speakers are there to do just that - SPEAK and TRAIN. In fact, we pay them for their attendance unlike most events, where the speakers actually PAY the event host so they can pitch the audience!

 

Bottom line, the purpose of this event is to provide any agent - whether you're apart of Duford Insurance Group - actionable training to help you maximize your chances of success at selling insurance. Whether you join or not does NOT matter to us.

You sure can! This event is open to ALL agents - licensed or soon-to-be-licensed.

Yes! For all 4 events, we are simultaneously hosting virtual live streams, so if you cannot or do not want to attend in person, you can purchase our all-access virtual ticket for ALL 4 events.

While we don't have an official dress code, business casual is fine.

Before getting to specific topics, understand that ALL speakers focus on relaying actionable, relevant advice to help you maximize your success in the insurance sales business.

With that said, expect to hear top producers and agency owners give sales and marketing training on final expense, Medicare, annuities, and health insurance sales. You'll be able to ask the speakers any questions you'd like to gain further clarity on anything they're discussing.

 

Lastly, scroll to the speakers section to see the list of speakers and which cities they'll be speaking in.

 

NOTE - we are actively adding more speakers weekly to the line-up.

Yes! This is the perfect event for you to attend. One of the best ways to start this business is to hear from top producers to optimize your mindset and perspective. We HIGHLY recommend you attend this event as a new or soon-to-be-licensed agent!

Most millionaires in insurance sales have told me they attend events and justify their investment of time and money if they pick up even one actionable piece of advice that improves their business performance. Consider thinking the same =).

There are no refunds under any circumstance, no exceptions. However, tickets are transferrable to any other event.

This year we're giving out a bunch of free stuff to sweeten the deal.

 

Here's what you get when you attend ANY in-person or livestream event:

 

-All 3 Of David Duford's Best-Selling Books Insurance Sales Books ($50 Value)


-David's Seminar Marketing Mastery Training Course ($500 Value)


-50% Off Click To Close Facebook Marketing Course For ACA, Medicare, & Final Expense ($750 Value)


-Luis's Moreno's ACA & Medicare Smartbooks ($100 Value)

 

That's $1400 in valuable bonuses you get with the purchase of ANY in-person or livestream ticket!

Currently, tickets range from $299 to $499, and we're anticipating a price increase as we get the first seats booked.

Scroll down further and you'll see the purchase buttons for each city and all-access live event. Simply click the event you want and make your order today!

BUY TICKETS HERE

TICKETS STARTING AT ONLY $299.00

ORLANDO

JANUARY 20TH, 2023

BUY TICKETS

NASHVILLE

MAY 19TH, 2023

BUY TICKETS

VIRTUAL TICKETS FOR ALL 4 EVENTS

ALL ACCESS PASS

BUY TICKETS

HOUSTON

APRIL 21ST, 2023

BUY TICKETS

DALLAS

SEPTEMBER 15TH, 2023

BUY TICKETS
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