Washington National Ancillary Portfolio Training

110 Pages·2013·1.19 MB·English

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