The Evolving Multiline Landscape: Equipping Your Agents to Pivot to the Life and Financial Services Conversation

Overview

Who Should Watch

Director level and above in the multiline insurance space

Highlights

The multiline landscape is rapidly evolving. With the increase in the frequency and severity of natural disasters negatively impacting personal lines, organizations are needing to equip their agents with the skills to pivot more effectively to the life insurance and financial services conversation. In addition, did you know almost one in three customers who buy life insurance from a company other than their auto insurance company do so because they are not even aware their multi-line company offers the product?!

LIMRA and Hoopis Performance Network are hosting this virtual event to share how to enhance your current sales effectiveness training and equip your agents with the skills needed to thrive in this changing environment. Join Joey Davenport, HPN President and Jacquie Lucas, LIMRA Assistant Vice President as they share sales effectiveness tools such as Trustworthy Selling Multiline Edition to help your agents thrive in this evolving multiline landscape.

Presenters

Jacqueline Lucas

Assistant Vice President, Product Management and Development, LIMRA

Jacqueline Lucas

Assistant Vice President, Product Management and Development, LIMRA

Joey Davenport

President, Hoopis Performance Network

Joey Davenport

President, Hoopis Performance Network

Joey is President and Co-Founder of the Hoopis Performance Network in Chicago. He has over twenty years of experience in financial services as a top producer, manager, entrepreneur and international speaker. Joey’s organization is recognized by Inc. 5000 as one of the fastest growing privately held businesses in the United States. HPN’s web-based training programs have received top recognition including multiple Digital Media Innovators Awards and the ROI Institute’s Top 10 Case Studies of the Year. Joey is co-author of the #1 bestselling book, The Power of Coaching: Engaging Excellence in Others. He is the executive producer of the HPN University and Trustworthy Selling. The University has over 50,000 members and is considered the #1 online content library in financial services. Trustworthy Selling was developed in collaboration with LIMRA International and has over 15,000 graduates. Joey is also Past President of NAIFA Chicago and a graduate of NAIFA’s Leadership in Life Institute. He received the NAIFA Illinois Young Advisors Team Leader of the Year award and the national Award for Association Excellence from the NAIFA Federation.