There are so many descriptions in the insurance world that try to describe what we do. Many people describe us as a Field Marketing Organization, or FMO. A good definition of an FMO is it is a company that connects insurance agents to insurance carriers and assists those agencies and agents in building their business in the local communities that they work in. These services can range from marketing, contracting, commission’s, education, analytics, and technology.
LeClair could be and is sometimes defined as an FMO. We’re here to connect you to all the numerous insurance carriers we work with so you can find the best solutions for your clients. We offer the tools you need to help your communities and build your business. But we like to think of ourselves as a little different than most FMOs.
As we continue to provide you with the tools and resources to help your clients and give you opportunities to touch base with them, we please to announce the latest edition of Utmost, our client-facing quarterly publication.
To access Utmost, select the link below or visit the Agent Portal ⇒ Education.
Tuesday, June 4, 2024 – 9:00 AM CST – Courtyard by Marriott Minneapolis West Wednesday, June 5, 2024 – 9:00 AM CST – Delta Hotels by Marriott Minneapolis Northeast
If you haven’t delved into the Medicare market, or just simply want to get a refresher on this incredible growth opportunity, we’re once again offering our Medicare Fresh workshops.
Based on US Census Bureau statistics, more than 25 million baby boomers are reaching Medicare-eligible age in the next few years. Now is the time to learn more about this market and how to present Medicare options to your clients and potential clients.
We're offering two separate sessions, with one in the west metro (St. Louis Park) and the other on the east side of town in Woodbury.
• The different parts, coverages and services of Medicare • The impact of Social Security on Medicare • Certification requirements to sell Medicare • Strategies, tools and resources to boost Medicare sales • How to market and lead Medicare seminars
Register below for the session most convenient for you!
Monday, July 22, 2024 and Tuesday, July 23, 2024 – Mystic Lake Event Center
Registration is still open for Healthapalooza (HAP), the largest agent-focused conference in the Midwest.
We know your time is valuable, HAP is packed from the get-go with engaging master classes, informative workshops, and opportunities to connect with producers and top industry personnel. Just a few of the things you'll get with your HAP registration includes:
CE credit workshops
New product training from carriers
Classes to help grow your business
Keynote speaker
CEO panel
Mini keynote speaker
so much more...
If you haven't registered yet, contact your Sales Relationship Manager or call LeClair at 651.739.2010 to get a discount code before selecting the button below!
DBS Offers Life Insurance Retirement Planning Webinar
Would your clients like to pay more or less taxes in retirement? One would think that most people would quickly answer that they would like to pay less, yet the retirement planning those same people are doing may be giving them a greater tax exposure in retirement than they realize.
Join our webinar to gain a better understanding of the role life insurance can play in retirement planning. The taxes your clients pay on their retirement income varies so it’s important to offer options that allow them to maintain balance and control in retirement. We’ll also talk about some strategies that financial professionals can implement in their practice to close more sales and provide more value to their clients.
LeClair has partnered with many of carrier partners to promote training sessions about products, features and services. To see a full list of these offerings, please select the Carrier Training button below. Currently, we have webinars or workshops available from the following carriers:
Medica Monthly Open Forum – Thursday, May 30, 2024 – 9:00 AM CST
UnitedHealthcare – Thursday, May 30, 2024 – 1:00 PM CST
Allina Health | Aetna – Wednesday, June 19, 2024 – 9:00 AM CST
AnnuityVip – Wednesday, June 26, 2024 – 11:00 AM CST
All Carrier updates Read all the latest Carrier Updates. My Advantage portal is updated daily with all the latest carrier and industry news. You can easily shuffle content by carrier, date, or topic. CLICK HERE
*NOTE: In order to access the Carrier Updates, you must first sign up for a free account to access the My Advantage advisor portal here. Please be advised that it may take up to 24 hours for your account to be approved, as all account requests are subject to verification of agent or industry credential.
Our Mission: To ensure that every person in every community across America has a well-trained, well supported health and life insurance agent to guide their needs.
Our Vision: To be your partner of choice in serving your communities need for health and life insurance.
Who Works with LeClair: We are national FMO designed and built to serve local agents supporting local communities across all 50 states
We get you. We got you. You got this.
We love hearing from you.
If you have questions about the information in this communication, please let us know.
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