St. Louis Success Seminar

May 8-9, 2017  •  Crowne Plaza Airport Hotel  •  St. Louis, Missouri

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Monday, May 8

1pm – 5pm

Tuesday, May 9

10am – 5pm

Presenting Insurance Carriers

Royal Neighbors of American Life Insurance
Americo Financial

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General Information

Crowne Plaza Airport Hotel Block

Discounted rooms are available at the Crowne Plaza Airport Hotel through April 27th. Book your room by calling 866-282-4643 and mention “Equita Group” to receive the discounted rate of $99 a night.

Amenities include a free airport shuttle, 2 restaurants, and a lobby bar. There’s also a 24-hour fitness area and an indoor pool, plus a business center and 15 meeting rooms. Paid parking is available.

St. Louis Arch Monument

The St. Louis Arch monument is open daily from 8am – 10pm. The tram ride to the top is currently closed for repairs (until late April 2017), but there is still plenty more to do. Check out the Arch Monument website for more details.

Agenda

Monday, May 8
1pm – EFES Opportunity Meeting
5pm – Happy Hour at Hotel TGI Fridays Bar
Tuesday, May 9
10:00 Welcome and Introduction
10:30 Royal Neighbors of America

• Michelle Hilliker, Royal Neighbors of America, Growth Coordinator

11:15 Americo Financial

• Bobby Bridges, Americo Financial, Account Executive, Sales & Marketing

12:00 Lunch
12:30 Money Tips and Appointment Setting

• Ben Boman, EFES Agency Partner

1:00 Master the Art of Door Knocking

• David Lloyd, EFES Elite Producer

1:30 The Importance of Knowing Your Client

• Josh Jones, EFES Elite Producer

2:00 Break
2:15 Presentation and Overcoming Objections

• Ben Boman, EFES Agency Partner

3:15 The Close

• Ben Boman, EFES Agency Partner

3:45 How to Generate Client Referrals

• Lovely Johnson, EFES Elite Producer

4:15 Question and Answer Session

See you there!

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