Charleston SC Medicare Agent Training LIVE Event for 2021

Training, Networking, Relationships

JUNE 25 AND 26, 2021


It can be a LONELY experience, starting and growing your own insurance agency completely on your own.

I struggled with the challenges of starting off, by myself, with no one to reach out to where I could ask advice on who to write, how to write, how to hire, how to grow, how to advertise, how to onboard clients, etc. and had to figure it all out, along the way.

In the years since I have been lucky enough to build relationships in our industry and attend carrier trips around the world.

On these trips, the top producers have no hesitation, whatsoever, in sharing what they have discovered in their unique, individual journey.

The reason I started was so that I could document my journey and, by doing so, help someone else. That began in 2013 and our team has successfully helped thousands of agents across the country since then.

Each year, we get members together in a small setting to share what is new, what we have learned recently, and find out how we can help in a more hands-on way.

I want to invite you to this intimate, personal setting where we can exchange ideas, meet others in the same industry, and share what we have learned.

My goal is that you will not have to struggle to figure it all out on your own as I did.

Just one idea could save you years of frustration and propel your growth exponentially.

Come join us in beautiful Charleston!

Chris Westfall


Building to one of the largest agencies in america

Danielle Kunkle Roberts is a founding partner at Boomer Benefits, a national agency specializing in Medicare-related insurance products since 2005. She is the author of the best-selling book 10 Costly Medicare Mistakes You Can’t Afford to Make and has been featured or quoted by major news outlets around the country such as CNBC, FOX, Yahoo Finance, Kiplinger, and Business Insider. During her 16 years in the industry, she has appeared on nearly 200 podcasts, radio shows, and TV segments to educate the public about Medicare. She is also a past president of the Fort Worth chapter of the National Association of Health Underwriters and currently serves as the Medicare chairperson for the Texas state chapter.

Skills to instantly increase agent income by 30%+

Gaylan is an excellent trainer and motivational speaker. She also excels at designing scripts for lead generation and has been instrumental in training several large marketing organizations and insurance companies on product sales and customer service skills

Effective Sales Skills

The MOST effective agent in Chris’ office shares how she does it, from overcoming objections to controlling the conversation.

building a team

Best Practice (based on actual experience) as to WHEN to hire, WHO to hire, HOW to hire, How to Train, How to Pay, etc.

Next Level Telesales

Danny has been a telesales producer for over 26 years with the last 7 years as a life insurance telesales agent. He was taught directly by Jordan Belfort (Wolf of Wall Street) as a cold caller at Stratton Oakmont in his early years and has implemented the “Straight Line Selling” into his life insurance telesales process.

How to Be a

Five years ago, our agency did $330,000 in revenue.
Last year, we did $3.4 million in revenue and the year prior to Covid, went on 5 carrier trips.
We will show everything that went into this success, and no, we did not inherit an agency (or anything else for that matter) from our family’s business.

Building Online Presence

Protecting your image online and creating methods for clients to find AND CALL you vs. chasing them. 

THE BEST Seminar agent tells all

Known nationwide as a top producer, this superstar agent does seminar marketing so effectively that libraries call him and beg him to come speak, then promote his seminars for FREE.
                 Hear what he is doing!

Top Producer PANEL

Top Producers from around the country will take your questions in a LIVE panel from the stage. 

They will offer different perspectives and tell of their unique experiences in building their businesses.


The Family Toll

What this journey has been like for the family.. from Mrs. Westfall. Her perspective on the long hours, the work involved, and what has meant to our family.
DO YOU HAVE what it takes? What is that, exactly?

You will absolutely find out what goes on behind the scenes.

June 25(Friday) and June 26(Saturday), 2021

Charleston, SC
Hotel is near the airport
(Link for Discounted Rooms Shows Upon Checkout)

This will purposely be a small event in order
to encourage interaction and relationship-building

See Video of Past Events Here:

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