Washington National Ancillary Portfolio Training PDF
Preview Washington National Ancillary Portfolio Training
The Time is Now! Connexion Producer Training – September 12, 2013 Introductions Rob Gasiorek Sr. Director, Sales George Gehringer Sales Director, West Region Andy Maraldo Agency Development Consultant “Better three hours too soon, than one minute too late” - William Shakespeare “Time is Money” - Benjamin Franklin Goals for Today • Provide Connexion Producers with the knowledge and tools to better serve their customers with regard to WN products and services • Gain a better understanding of the “why buy” and “why sell” mentality with respect to supplemental health products – and how to position them at POS • Review the WN Accident and Critical Illness products • Cover the tools to help support your sales efforts • Have some fun along the way! Agenda • Washington National Overview • Why buy and why sell supplemental health products? • Accident Assure • Critical Solutions • Positioning • Tools to support your sales efforts – Bizlink – EzApp • Q & A – Next Steps Washington National • CNO Financial Group • Incorporated in 1979, Based in Carmel, IN • Our Core Values – Integrity – Customer Focus – Excellence – Teamwork Washington National • CNO Financial Group • Strong Financials – $4.86 billion shareholder equity – $4.3 billion annual revenue (Fortune 548) – $34.1 billion assets – Risk-Based Capital at 376% • 4+ Million Policyholders – $1.5 billion claims paid annually Washington National • CNO Financial Group • Three Companies: 3,500 Employees – Washington National – Bankers Life and Casualty – Colonial Penn • Our businesses continue to perform well – Sales growth up 5% over 2Q12 – Collected premium up 4% over 2Q12 Mission: To enrich lives by providing financial security to middle- income American working families and retirees
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