Over the last several months we evaluated the design of the Regional Life Specialist Program. We believe life sales can be improved by moving from regional assignments of Life Specialists to a national model. Specifically, we have created a Multiple Line Life Sales group staffed by our current Life Specialists to provide sales training and life insurance sales consulting nationally. This group will be led by Ryan Bauer, Director – Life Sales.

This change means all Managers and Agents will benefit from the expertise and specialized skills of the entire Life Sales team. Many of you have already experienced these benefits by participating in programs such as:

  • Life Symposiums facilitated by Andy Olson
  • Creating a Life Insurance Culture in a P&C Agency Study Group facilitated by Ken Nipp
  • Advanced Markets Business Development Group (AMBDG) facilitated by Gilbert Santellan and Chip Talbot
  • Intern Training facilitated by Tom Hart
  • PIR Playbook spearheaded by Michele Rosa


These programs have demonstrated we can reach the right agents, at the right time, with the right resources more effectively when programs are consistent and offered nationwide.
Moving forward the Life Sales team will be focused on providing you sales training and sales opportunity assistance. Here is a listing of Life Sales’ redefined services:

Sales Development: 
  • Case Design and Sales Strategy
  • Case Consulting
  • Product Assistance
  • Field Outreach and Follow-up
  • Life Symposiums
  • Agency Intern Program
  • NADP Agent Program

Advanced Markets
  • Life Insurance Sales Strategies and Concepts to support our Focus Market Initiatives
  • Farmers, Ranchers, and Business Owners
  • High Net-Worth Individuals
  • Supplemental Retirement Insurance Strategies for Individuals
  • Case Design and Sales Strategies
  • Client Meetings and Solution Presentation Support
  • Technical Case Support
  • Focus Market Integration
 
Field Development
  • Sales Process & Skills Training – Client Development Process (CDP)
  • Life Symposiums
  • Agency Intern Program
  • NADP Agent Program
  • Sales Process Automation i.e., Professional Insurance Review (PIR)
  • Business Development Practices
This new approach necessitates changes to how you request assistance.
Instead of calling a Life Specialist directly for sales training and life insurance sales assistance, contact Life Sales at (800) 777-2372; Option 2 or email LifeSales@americannational.com. 

You can start using these new contact methods on September 13th.
All non-sales life insurance inquiries are to be directed to: