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Senior Benefits Services LLC. 2012. Are you considering a career in the insurance field ? Are you considering getting into the senior market We deal with the health and life lines of business Primarily in the senior market

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senior benefits services llc1

Are you considering a career in the insurance field ?

  • Are you considering getting into the senior market
  • We deal with the health and life lines of business
  • Primarily in the senior market
  • This power point is designed to answer your questions about what we do, and how we do it?
Senior Benefits Services LLC
why this

Imagine getting paid this week a % for the work you have done for the last 5 yrs. in addition to this weeks pay

  • This is residual income
  • Example 1 Medicare supplement $200 per month premium 15% = $30 per month and last year $30 year before $30 etc.…
  • Total of $30 for this month and residual for 5 yrs. $150 grand total $180 per month and this is on 1 med sup app.
  • And if your 1 turns into 100 for the year you should now understand the power of residual income
Why this?

There is a need for agents

It builds residual income

why now

10,000

  • Baby Boomers Per Day ageing in !!!
  • Not counting the seniors who are 65 and over now
Why now?
why here

Access to appointments and or leads

  • A chance to start YOUR OWN AGENCY
  • The power of volume
  • With many products and competitive companies to work with
  • The company you keep will make you better or bring you down
Why here?
senior benefits services

Built on doing the right thing for the Client, Insurance Company , and the Agent !!!

  • NOT looking for everyone just those who are like us Honest and Likeable
  • Senior Benefits Services is Built on Services
  • Senior Benefits Services is a Client first company
  • We look for benefits before compensation
SENIOR BENEFITS SERVICES
senior benefits services llc2

Our mission statement

  • We are here to help and assist the seniors in navigating the Medicare maze and assist them with the federal and state programs that are available as well as helping them in understanding their insurance needs and assist in proper placement into products that mitigate their risk.
SENIOR BENEFITS SERVICES LLc
we offer a wide variety of products

Medicare Supplement

  • Medicare Advantage
  • Wrap Around plans (HIP)
  • Cancer
  • Long Term Care / Short term Care
  • Life
  • Major Medical / Group Medical
  • Dental / Hearing /Vision
  • Annuity
  • Disability Income
  • With a variety of companies
We offer a wide variety of Products
slide9

SENIOR BENEFITS SERVICES LLC

LONG TERM CARE

MUTUAL OF OMAHA

GENWORTH FINANCIAL

SHORT TERM CARE

EQUITABLE

G.T.L

AMERICAN CONTINENTAL

MEDICARE SUPPLEMENT

EQUITABLE

HEARTLAND NATIONAL

AMERICAN CONTINENTIAL

OLD SURETY

MUTUAL OF OMAHA

MEDICO

SENTINEL

STERLING LIFE

HUMANA

WASHINGTON NATIONAL

AARP

ANNUITIES

BANKERS LIFE

AMERICIAN NATIONAL

AVIVA

AMERICIAN GENERAL

EQUITRUST

GENWORTH FINANCIAL

GREAT AMERICIAN

LINCOLN FINANCIAL GROUP

LIBERTY BANKERS LIFE

MUTAL OF OMAHA

ATHENE

AGLA

SAGICOR

NORTH AMERICIAN COMPANY

PHOENIX

HOSPITAL INDEMITY

G.T.L.

AMERICAN CONTINENTIAL

HEATLAND NATIONAL

EQUITABLE

WASHINGTON NATIONAL

MEDICO

MEDICARE ADVANTAGE

UNITED HEALTH CARE

COVENTRY

CIP

HUMANA

CANCER

G.T.L.

AMERICAN CONTINENTIAL

HEARTLAND NATIONAL

EQUITABLE

MUTUAL OF OMAHA

MEDICO

WASHINGTON NATIONAL

MAJOR MEDICAL

BLUE CROSS BLUE SHIELD

COVENTRY ONE

UNITED HEALTH CARE

HYBRID LIFE –LTC

LINCOLN FINANICAL

GENWORTH

WHOLE LIFE

GENWORTH (AETNA)

WESTERN CATHOLIC UNION

EQUITABLE

SENTINEL LIFE

MONUMENTAL

BALTAMORE LIFE

DVH

MEDICO

slide10

SENIOR BENEFITS SERVICES LLC

UNIVERSAL LIFE

NORTH AMERICIAN LIFE

GENWORTH FINICIAL

PRUDENTIAL

TERM LIFE

BANNER LIFE

ASSURITY LIFE

FIDELITY LIFE

TRANSAMERICIA LIFE

AMERICIAN GENERAL

NON MED TERM

ASSURITY LIFE

FIDELITY LIFE

MUTAL OF OMAHA

TRANSAMERICIA FAMILY MARKETS

SINGLE PREMIUM

ASSURITY LIFE

NORTH AMERICAN LIFE

LEGACY

we work with federal and state programs to assist seniors

Missouri RX

  • Medicare Savings Program
  • Social Security Extra Help
  • VA
  • Medicaid
WE work with federal and State programsto assist seniors
the opportunity

Power of the “I” group to give our agency credibility

  • Power of Numbers both agents and Production volume
  • We are starting some of our contracts at FMO level others at MGA level on our own we might get GA level or Street Level depending on the level of production we could demonstrate
  • Training and kits
The Opportunity
senior benefits services1

We are growing we will be hiring agents that fit our service first mold from now on

  • We will be placing our permanent footprint into 5 states currently
  • With opportunity for highly motivated people to end up in management of their own down line
  • Every one in management and owners have and are agents and will always be
SENIOR BENEFITS SERVICES
code of conduct

1. No drinking on the job

  • 2. Be prompt
  • 3. Carry yourself well , dress well ,act well
  • 4. Return phone calls
      • (from clients ,office , underwriters , and managers)
  • 5. Lying is not acceptable
Code of Conduct
senior benefits services llc3

Agency Level Agent

    • Agent has active down line
  • Partner Agent Program
    • Paid at Street Level
Senior Benefits Services LLC
partner agent

Paid Street Level Commission

  • Bonus Pool
  • Sales kit and updates
  • Support and Training
  • Access to prospecting tools
  • Discount rates on leads
  • Access to appointment setting services
Partner Agent
how you get paid

Production reports must be turned in weekly (this allows us to help track Bonus pool)

  • Direct from companies no middle man
  • Advancing will be from Companies and varies from 9months to 12 depending on company
  • Bonus Pool will be paid out semi annually
How you get paid
bonus pool

Bonuses and incentives are put out their from Insurance Companies as well as Senior Benefits Services will put bonuses and incentives at least semi annually

Bonus Pool
prospecting

In order to be successful you must get in front of the people you are trying to help

  • Some people will expand their lines of business and keep their same lead sources
  • Some will need to establish a lead source
  • We can help in either case
Prospecting
leads appointments etc

LEADS, APPOINTMENTS, ETC

What to do

How to do it

What to expect

prospecting options

APPOINTMENTS

  • TURNING 65 LIST / PACKETS
  • PAPER LEAD CARDS
  • INTERNET LEADS
PROSPECTINGoptions
leads

LEADS

*You can order leads by yourself. Patty can also help you order them. It is cheaper if we order them in a group. We use KRAMER DIRECT if you tell them you work with Senior Benefits services it will cost $450 for a 1,000 paper leads dropped

*When ordering leads from this company, they like using COUNTIES not ZIP CODES.

YOU WILL BE THE ONE TO PICK THE AREA YOU WANT YOUR LEADS IN AND HOW MANY YOU ORDER YOU CAN ALSO PICK INCOME,AGE,TYPE OF RESIDENCE,SEX,LIST OR MAIL CARDS AND MORE!!!

KRAMER DIRECT INFORMATION

PHONE NUMBER: 888-572-6373

OLGA BROWN- SHE IS GREAT AT HELPING OUT

what to expect

( T65turning 65) You pick when you want them to turn 65

  • These leads you can usually get 1,000 for $100.
  • You get a rate of about 20% when setting appointments of actual people you get to see. This is a very decent amount for the price.
  • Lead Drop (mailers) For this type of lead Kramer Direct sends out 1,000 lead cards for $500 unless you have multiple orders. You get a return rate of about 2-5% return depending on what time of year it is.
What to expect
prospecting 65 list

Using turning 65 list cost approximately $85per thousand

  • TURNING 65 Call script and lead makes this the best result you can get a young client with all needs and no agent at the cheapest cost per appointment
  • Select your area and know it well
  • There will be more no shows in this type of lead
Prospecting 65 list
call script for turning 65 list

Hi Mr. Smith, William Smith I’m Daniel Johns with Senior Benefits Services and our records show your turning 65 in April and I’m calling to bring by your welcome to Medicare Packet ,this is to make sure you can avoid any penalty and ensure you receive all the benefits you are entitled too , and answer any questions you may have . Will you be home around 2 o'clock Monday afternoon for him to drop that by to you.

Call Script for turning 65 list
appointment setting services

If you choose to have someone else set the appointment and you just work them this can be a great time management tool

  • $10 FOR EACH MAILER SET you provide the mail response piece
  • Total package is $500 per week this will get you 12 appointments Tuesday ,Wednesday, and Thursday 4 per day we will take care of placing lead order and insuring you don’t run out all you have to do is see the people.
APPOINTMENT SETTING SERVICES
t65 with appointments

MOST of the time when you get a T65 APPT. set they really want you there and it will be a good appointment.

  • They are usually interested in MED SUPP/ADV, with DVH, life, part d plans, and cancer plans. They usually have a spouse and friends for good referrals.
  • These end up usually being good appointments.
  • You WILL have no shows, everyone has them. These people are still young and have busy lives.
T65 WITH APPOINTMENTS
mailers with appointments

The most consistent of all lead sources

  • These people are curious because they have sent something in.
  • They range in ages, sometimes they are turning 65 as well though.
  • Less chances of no shows on the older people because they usually sit at home. 
  • IF setting your OWN appointments these will be A LOT easier!
MAILERS WITH APPOINTMENTS
need appointments
Need Appointments?

Appointment Setting Services, will need to know 3 weeks ahead of time and you will need to commit to 4 weeks at minimum (this allows us time to order and receive your leads , and time to use the leads we receive)

the kits training

It is as important to have the right tools as the right message

  • We will provide you with all the tools and training to use them
  • We also provide updates to your kits
  • Training are posted on our web site weekly
The Kits& Training