SSB/QOTB Event Questionnaire

Name

First NameLast Name

Email

example@example.com

Phone Number

Area CodePhone Number

Event Date

Date

Does your BU plan on recruiting agents for ManhattanLife and Aetna SeniorSupplemental?

YesNo

Is your BU currently appointed with ManhattanLife and Aetna SeniorSupplemental?

YesNo

We require at least 45 days prior to your event that contracts are completed for both carriers by the BU. We also require that a “train the trainer” has been completed with both the contracting team and marketing team to ensure they understand how onboarding and the products work.

What is the specific goal that you expect to accomplish with my presentation?

Educate Agents on Ancillary ProductsRecruit Agents for Ancillary ProductsRecruit Agents to Existing ProductsOther

After the event is finished, what is the number of agents you expect to contract with ManhattanLife and Aetna Senior Supplemental?

Please provide 3 date options within 30 days following your event to set up product/salesspecific training on the product bundles with ManhattanLife and Aetna SeniorSupplemental.

“If you’re not talking to your agents about these products, somebody else is….”

***Please get your agents contracted within 2 weeks of the training date as they will be added to our database of agents to follow up with to make sure they are contracted. All Integrity Partners will be given 2 weeks to get their agents contracted and they will be referred to you.

Ancillary sales are an important component of protecting our beneficiaries against large MOOP’s and other expenses that their Medicare or Hospital plans don’t cover.

*For Agent Use Only
**Proprietary information by Integrity Marketing Group
***Products are not available in all states, see availability chart

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