Monthly Membership Luncheon !
DATE: Thursday, January 19, 2023
TIME: 11:30 am to 1:30 pm
Registration Opens at 11:00 am
Villa Portofino Clubhouse
(Off Country Club Dr., between Monterey & Portola
4001 Via Portofino, Palm Desert, CA 92260
“New Business Development”
Presented by: George Papacalos, CLU®, CHRS®
Kaiser Foundation Health Plan, Inc. - Senior Sales Executive, Small Business
&
Lisa Nguyen - Kaiser Sales Executive
1 Hour of CE - Course #385694
COURSE DESCRIPTION:
This course will examine how industry insights can be used to engage in strategic conversations with clients and prospects as a strategy to win new business. Brokers and consultants will learn about target marketing, modern prospecting methods and insight selling. The course will also demonstrate how to find prospects and generate lists using free database services.
George N. Papacalos, CLU, CHRS, is a Sales Executive with 25 years of experience at Kaiser Permanente. He has been in the insurance and financial services field for over 40 years with extensive experience in the small group market. A one-time independent insurance agency owner himself, George understands the brokerage community and the challenges of running a business. His areas of expertise are Business Development, Health Care Reform and Workforce Productivity. He is a Chartered Life Underwriter and Certified Healthcare Reform Specialist. George graduated from California State University Long Beach with a Bachelor of Science in Business Administration.
Lisa Nguyen is a highly motivated Sales Executive who brings over 9 years of experience at Kaiser Permanente. She focuses on customizing her approach, and deeply values her partnerships with Brokers, General Agency, and Exchange partners. Lisa is proactive, analytical, and solution oriented.
Sponsored by:
Event Fees:
$38 Members
$55 Non-Members
All registrations will require concurrent payment
DEADLINE is 1/16/23
Anyone not registering by 1/16/23
will be asked to pay$90 at the door
*Disclaimer: You must be a member of DCAHU to qualify for the member rate of $38. If you are not a member, but sign up
at the $38 member rate, DCAHU requires that an additional $17 be submitted to total $55.
REGISTER HERE!
