GettingReadyfortheupcomingSellingseasons

BestPractices

The Power of the Tree of Life

CompanyOverview• Corporate:NorthAmericanLifePlans,LLC

– NationalIndependentInsuranceMedicareandHealthInsuranceMarketing

Organization

– www.northamericanlifeplans.com

• HealthPlan:NorthAmericanHealthPlansTM– Consumerbrandnamerepresentingpersonalizedhealthcaresolutionswith

affordability,choice,andsimplicity

– www.northamericanhealthplans.com

• Distribution:BrokerorNALPAdvisorsTM– TherearetwowayswedistributeourhealthandMedicareplans- - through

independent,unaffiliatedinsurancebrokersandthroughNALPAdvisors

– www.nalpadvisors.com

ValuePropositionAneliteteamofhighperformingproducers

ØMarketingallowanceØAdvancedTrainingØManagementopportunitiesØTopcompensationandadvancesØCustomizedToolsØGreatopportunitiesincludingExclusiveendorsements(whereavailable)

Contracting&Training

U65

• Manhattan,PALIC,andCombined

• MEC,Rx,andLife• Nocertificationsneeded• Trainingvideoson

northamericanhealthplans.com

Medicare• Cigna/HealthSpring• UHC,Humana,Aetna,&BC/BS• Local/Regional/PDPcarriers• AHIP

– Sendusyourcertificateby8/15andbefirstinlineforallmarketingspend

• MA/PDCarriercertification– Cigna/HealthSpring refresh

• MedicareSupplement

TopMedSupp RatesbyMarket#1 #2

F G F G

OklahomaCity PALIC PALIC Cigna MoO

Dallas PALIC PALIC Cigna Cigna

Nashville PALIC PALIC Manhattan Cigna

Atlanta Manhattan BC PALIC Manhattan

Louisville Cigna Cigna GTL Manhattan

Chicago Cigna Manhattan UHC Combined

Charlotte PALIC PALIC Cigna Manhattan

Phoenix UHC PALIC GTL GTL

Portland Aetna Aetna UHC Transamerica

Seattle Cigna Cigna UHC Transamerica

SanFrancisco Combined Transamerica BC BC

Philadelphia Cigna PALIC PALIC Cigna

*65yearoldmale/female;NSasof7/1/17

SetGoalsAugustandSeptember

• Marketingactivities• #ofprospects/pipeline• #ofnewclients• #ofapps• Annualizedpremium• Annualizedcommission• BonusesandIncentivetrips

SetGoalsAugustandSeptember

• Marketingactivities• #ofprospects/pipeline• #ofnewclients• #ofapps• Annualizedpremium• Annualizedcommission• BonusesandIncentivetrips

SampleGoals• 1– 2perweek• 6 – 8perweek• 2 – 3perweek• 4 – 6appsperweek• $6000- $10,000perweek• $2000- $3000perweek• $200perweekinbonuses

SellingSeasonGoalsOctober- December

• Marketingactivities• #ofprospects• #ofnewclients• #ofapps• Annualizedpremium• Annualizedcommission• BonusesandIncentivetrips

SellingSeasonGoalsOctober- December

• Marketingactivities• #ofprospects• #ofnewclients• #ofapps• Annualizedpremium• Annualizedcommission• BonusesandIncentivetrips

Andy’sGoals• 1– 2perweek• 6 – 8perday• 2 – 3perday• 4 – 6appsperday• $6000- $10,000perday• $2000- $3000perday• 100%qualifiedforIreland;

50%qualifiedforPortugal

SellingSeasonGoalsOctober- December

• Marketingactivities• #ofprospects• #ofnewclients• #ofapps• Annualizedpremium• Annualizedcommission• BonusesandIncentivetrips

Andy’sOpenEnrollmentGoals• 1– 2perweek• 6 – 8perday• 2 – 3perday• 4 – 6appsperday• $6000- $10,000perday• $2000- $3000perday• 100%qualifiedforIreland;

50%qualifiedforPortugal

$3000perdayx70days=

$210,000(ac)

Incentives

MarketingPlanning• Networking – doctors,dentists,professionals,community,centersofinfluence,etc.

• Referrals – existingclients,prospects,andevennon-buyers

• Leads – bothU65andMedicare*• Seminars – planyourown;participateinexistingeducationalseminar

• Events – communityevents,healthfairs,etc.• Advertising – radio,print,billboard,web,etc.• SocialMediamarketing

*Orderyourleadstoday!

WhySocialMediamarketing• Yourcustomersandprospectsarealreadythere

– currentlyhalfthepopulationoftheplanethasasocialmediaprofile;nearly90%ofAmericans

• It’scheaper…alotcheaperthantraditionalmediamarketing

• Itishighlytargetedandmeasurable• Ita twowaymarketingplatform

Whatis‘twowaymarketing’andwhatdoesthatmean?

• Socialmediaistheonlymarketingplatformthatallowsyoutoengageandinteractwithprospectsandcustomers

• It’satwowayrelationshipthathelpsconnectonahumanlevel

• Itshowsyouandyourbrand’spersonalityandhelpsyouraudiencegainvaluableinsight

Howtoconduct‘twoway’socialmediamarketing

• NAHPbranding• Bepartofexistingconversations• CreateaFacebookgroup• Beengaging,interesting,andfunny• 80%ofyourcontentshouldbeaddingvalue,20%selfserving

• Usepicturesandvideos• Beconsistent

JoinourNAHPClosedGroupNow!