8:45 AM - Registration/Breakfast

9:00 AM -  Program: The Professional Client Approach (1 CE approved) 
Speaker: Marvin Montgomery, Get Marvinized! by the Sales Doctor View Bio
Marvin Montgomery, who is an Author, Professional Sales Trainer & Coach and 30 years of experience will share:
• The Rules of Client Engagement that will reduce customer anxiety and immediately build know, like, and trust.
• The five Benefits that are gained by using this approach to reinforce the value of not information dumping.
• The importance of actively listening and asking questions so you become a solution provider.

10:05 AM - Program: Proposed CMS Rule Changes for 2025
Speakers: Jaime Lebron, Cornerstone Senior Marketing; Joanie Keehn, HealthMarkets; Anthony Budhar, Quick Insured Brokerage

11:00 AM - Adjourn