More than 50 independent women insurance professionals attended the 2010 WOMAN(TM) Forum, Sept. 29-Oct.1, in Kansas City, Mo, which was hosted by Brokers International Ltd.
The Women’s Mentoring Agent Network(TM) conference was designed to help attendees increase their industry knowledge with cutting-edge updates from a panel of carriers as well as break-out sessions led by the WOMAN(TM) Advisory Board agent team. Presenters related their professional success as women to moving forward with their careers and being open to change as well as new opportunities. The role of mentors who value their work was also key to personal growth.
Attendees received an overview of the OnTrak(TM) income analysis software, a tool agents can use to discuss their clients’ post-retirement situation and assist in recommending appropriate solutions. Corporate presenters from Allianz, ING, American Equity, Aviva and Great American provided fact-based research to further educate agents regarding selling in the women’s market, underwriting risks, industry changes, concerns of women, suitability and the agent, the model bulletin for stranger-owned annuities, fund sources and more. A sales presentation segment shared tips on using questions and stories to appeal to the prospect’s emotion to improve the success of the agent’s proposal over fact-laden presentations.
Experienced-based break-out sessions improved dialogue among the groups, where a different mentor led each discussion on building relationships, seminars, the women’s market and case design. The format encouraged agents to identify common challenges, share contacts and resources, and tackle sales-based questions that arise.
The attendees represented a diverse group, as some sought life product information while others hoped to learn about annuities as they transition from investment firms.