Second Annual Sales Summit – Presentations and
Additional Resources
The second annual NFP Executive Benefits Sales Summit was a great success! Here you will find resources and follow-up materials from the Summit.
Presentations
A listing of the presentations that you saw in Orlando.
Day 1, MondaySales Opportunities with Financial Services: Banks, Credit Unions and Insurance Companies Trends / Sales Ideas for Hospitals and Physician Groups Public Company Planning Opportunities |
Day 2, TuesdayNew Opportunities with Private Equity Firms Tax Pass-throughs: Law Firms, CPAs and Real Estate Brokerage Social Media / Resources / Mobile Apps Group Term Alternatives Fixed Annuities: Defined Benefit Terminations The Disability Carve-out Opportunity |
Additional Resources
Marketing Resource Library — Visit the Marketing Resource Library for great conversation-opening tools and conceptual sales solutions. Here you will find brandable initial and final client presentations, as well as other helpful marketing materials. Once you enter the tool, select “Executive Benefits” at the top to view brandable Executive Benefits materials.
“NFP Executive Benefits Core Capabilities” Brochure — A comprehensive piece detailing the resources and support of our Executive Benefits platform.
To professionally print the “NFP Executive Benefits Core Capabilities” brochure at a low cost, visit the Online Print Center.
Prospecting Resources — A spreadsheet with a list of prospecting sites that you can use to get more info on companies that are in the marketplaces we discussed.
Contact List – A contact list of all speakers, carriers and NFP Executive Benefits Austin staff.