Calendar: Phil-Am Insurance Agency

Let’s start warming up your Book of Business with a few email and sms automations.

Whether you’re new to annuities or ready to write your first policy, this session takes you from  contracting to closing.

Brad Van Winkle walks through what you need to get started, how to navigate the contracting process, and the steps

to confidently sell your first annuity policy.

An Automations workshop built for agents that are active in the industry— June 11.
Most of what eats an agent’s day doesn’t have to be done by hand anymore. The follow-up, the reminders, the client check-ins that keep a book healthy — all of it can run on its own.
Phil-Am principal Ryan Peters is opening up the exact setup we run inside our own agency and showing you how to build it yourself. 90 minutes, live, real questions answered on the call.

📅 Thursday, June 11 · 2:00–3:30 PM CT · Online via Zoom

Hit Attend to save your seat. 👇

Discover the power of selling annuities and why this is the right time to add them to your book. Brad Van Winkle

walks through why annuities matter for your clients, why agents are growing their income with them, and what makes

right now the ideal moment to get started.

Lock down your AEP/OEP marketing plan before the season hits. Ryan walks through how to build effective

AEP marketing materials, structure your primary plan, and prepare back-up plans so you’re ready for every

scenario.

An overview guide on selling Life Insurance. This session walks through the essentials of Term Life and Final Expense
products — how they work, who they’re right for, and how to position them in client conversations.

Whether you’re new to Life sales or looking to sharpen your approach, you’ll leave with practical talking points to add
Life and Final Expense to your book of business.

RSVP through the training form to reserve your spot.

Step into the role of a true consultant. This training focuses on how to guide your Turning 65 (T65) clients through
Social Security — a critical piece of their retirement puzzle that often gets overlooked.

Going the extra mile to help clients navigate Social Security alongside their Medicare decisions builds
lasting trust and sets you apart as more than just an insurance agent.

RSVP through the training form to reserve your spot.

This session dives into retirement planning from a different angle — the critical role a Last Will & Testament plays in
protecting your clients and their families.

Understanding what your clients should have in place for their Will can strengthen the conversations you have when
working through their Medicare plan, helping you position yourself as a trusted advisor beyond the policy itself.

RSVP through the training form to reserve your spot.