Session Description

With the number of career life insurance producers in decline, many prospects are turning to the trusted relationship they have built with their multi-line agents for advice. The “trust factor” is important, and no producer today has a greater opportunity to create and continue a trusted relationship than a knowledgeable, qualified multi-line producer. Unfortunately, if a multi-line producer wants to advance their skill in advanced markets, they must do it on their own. There-in lies the challenge presented to the millions of Americans who are looking for professional advice today and in the years ahead. This presentation will begin the dialogue necessary to move the discussion from “what we have done” to “what we can do.” Learn ideas to engage prospects as well as proven techniques to cross-sell your existing clients’ financial services products, increasing your retention numbers and profits.

Biography

James J. Van Ham, CLU, CFP, is a 13-year MDRT member. He began his career in 1977, later serving as an agency manager before his current role as an independent advisor with Lovelace and Associates. Van Ham is a past president of both NAIFA–Illinois and NAIFA–Du Page, and currently serves on the NAIFA Board of Trustees. A Bronze Knight of the MDRT Foundation, he was also the 2006-2009 Midwest Chair for the MDRT Membership Communications Committee and a past president of the Northern Illinois GAMA. Some of the various industry awards he has received include: the National Quality Award, National Sales Achievement Award, National Health Insurance Quality Award and National Multi-Line Sales Award.

Strategic Financial Group Inc
One Northbrook Place, 5 Revere Drive, Ste. 200
Northbrook, IL 60062 United States

Email: jimmyv@stgfin.com
Phone: +1 630-514-5825