Epic road show is postponed
Postponed, Not Cancelled Don't Worry
As with many other organizations, we are limiting non-essential travel in accordance with CDC and WHO guidelines. As a result, we will be postponing our Epic Road Shows scheduled to start in just a few short weeks. This is to protect not only our employees but you as vital Affiliates and friends. Please check back and read your emails for updates on when the Road Show will be rescheduled.
THE MISSOURI WEALTH MANAGEMENT WORKSHOP IS STILL OCCURING AS PLANNED. WE WILL KEEP YOU POSTED IF THIS CHANGES.
8:30 AM - 9:00 AM Continental breakfast
9:00 AM - 10:00 AM Strategic Planning Exercise: what are you doing right now with your data and what do you want your data to do for you
10:00 AM – 10:15 AM Break
10:15 AM – 10:45 AM Breaking Old Habits & Creating New Ones
10:45 AM – 11:15 AM Peer to Peer Round Tables: Customer Service tips, techniques to improve daily workflows & Cross-sell opportunities
11:15 AM – 12:00 PM The End Game: Increase Revenue
12:00 PM – 1:00 PM Lunch will be provided
1:00 PM – 1:30 PM Trends in Technology for Independent Agents
1:30 PM – 2:00 PM Is Your Agency Cyber Compliant?
2:00 PM – 3:00 PM What’s New with Epic Features & Functionality
3:00 PM Review: Why Are You Here?
3:00 PM – 4:00 PM What’s New with the U?
5:30 PM - 7:00 PM
Location: TBD
8:30 AM - 9:00 AM Coffee, bagels & donuts
9:00 AM - 10:00 AM The latest resources and tools to help your clients begin thinking about life insurance and retirement planning
10:00 AM – 10:15 AM Break
10:15 AM – 11:45 AM Marketing life insurance and retirement planning
11:45 AM – 12:30 PM Working Lunch
12:30 PM – 1:30 PM Getting started writing life and annuity business
1:30 PM – 1:45 PM Break
1:45 PM – 3:00 PM Revenue opportunities for your practice
8:30 AM - 9:00 AM Continental breakfast
9:00 AM - 10:00 AM Strategic Planning Exercise: what are you doing right now with your data and what do you want your data to do for you
10:00 AM – 10:15 AM Break
10:15 AM – 10:45 AM Breaking Old Habits & Creating New Ones
10:45 AM – 11:15 AM Peer to Peer Round Tables: Customer Service tips, techniques to improve daily workflows & Cross-sell opportunities
11:15 AM – 12:00 PM The End Game: Increase Revenue
12:00 PM – 1:00 PM Lunch will be provided
1:00 PM – 1:30 PM Trends in Technology for Independent Agents
1:30 PM – 2:00 PM Is Your Agency Cyber Compliant?
2:00 PM – 3:00 PM What’s New with Epic Features & Functionality
3:00 PM Review: Why Are You Here?
3:00 PM – 4:00 PM What’s New with the U?
5:30 PM - 7:00 PM
Location: TBD
8:30 AM - 9:00 AM Coffee, bagels & donuts
9:00 AM - 10:00 AM The latest resources and tools to help your clients begin thinking about life insurance and retirement planning
10:00 AM – 10:15 AM Break
10:15 AM – 11:45 AM Marketing life insurance and retirement planning
11:45 AM – 12:30 PM Working Lunch
12:30 PM – 1:30 PM Getting started writing life and annuity business
1:30 PM – 1:45 PM Break
1:45 PM – 3:00 PM Revenue opportunities for your practice
8:30 AM - 9:00 AM Continental breakfast
9:00 AM - 10:00 AM Strategic Planning Exercise: what are you doing right now with your data and what do you want your data to do for you
10:00 AM – 10:15 AM Break
10:15 AM – 10:45 AM Breaking Old Habits & Creating New Ones
10:45 AM – 11:15 AM Peer to Peer Round Tables: Customer Service tips, techniques to improve daily workflows & Cross-sell opportunities
11:15 AM – 12:00 PM The End Game: Increase Revenue
12:00 PM – 1:00 PM Lunch will be provided
1:00 PM – 1:30 PM Trends in Technology for Independent Agents
1:30 PM – 2:00 PM Is Your Agency Cyber Compliant?
2:00 PM – 3:00 PM What’s New with Epic Features & Functionality
3:00 PM Review: Why Are You Here?
3:00 PM – 4:00 PM What’s New with the U?
5:30 PM - 7:00 PM
Location: TBD
8:30 AM - 9:00 AM Coffee, bagels & donuts
9:00 AM - 10:00 AM The latest resources and tools to help your clients begin thinking about life insurance and retirement planning
10:00 AM – 10:15 AM Break
10:15 AM – 11:45 AM Marketing life insurance and retirement planning
11:45 AM – 12:30 PM Working Lunch
12:30 PM – 1:30 PM Getting started writing life and annuity business
1:30 PM – 1:45 PM Break
1:45 PM – 3:00 PM Revenue opportunities for your practice