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Trustworthy Selling offers three proven learning editions. These additions include QuickStart for new advisors, Professional for experienced advisors and MultiLine for property and casualty agents. A Sales Effectiveness Program with Proven Results “We found Trustworthy Selling augmented and complemented much of the training we were already doing. We saw a 17% increase in overall production across both risk and investment products. The program’s focus on advisors understanding the psychology of buyers and the need to increase trust and decrease tension led to greater advisor competence and confidence.” Dave Porter – Managing Partner, Baystate Financial Services Over 20,000 graduates across the globe. 25+% increases in productivity. Recognized by Selling Power as one of the top sales training companies. ROI Institute’s Top Case Studies of the Year. Proven Results and Industry Recognition: Premium P&C productivity Retention Placed Policies Investment Gross Revenue The Proof is In the Numbers 25% 25+% Lifts Across the Board QuickStart This editions is for Financial Representatives just starting out, with less than one year in the business. Learn More Professional This edition is for Experienced Financial Representatives who have been in the business 1+ years. Start Now MultiLine This edition is for the Multiline Financial Representatives who need to pivot to the Life and Financial service products. Start Now Learning Editions for Every Step in an Advisors Journey Trustworthy Selling offers three proven learning editions. Each edition provides a powerful combination of tools and techniques to benefit your organization through an immersive, interactive learning system. These additions include QuickStart for new advisors, Professional for experienced advisors and MultiLine for property and casualty agents. Download Module Descriptions Download Now Schedule Some Time With Us to Learn More Let's Talk Download Mutual of Omaha Case Study Download Now Blended Learning This editions is for Financial Representatives just starting out, with less than one year in the business. Virtual Classroom This edition is for Experienced Financial Representatives who have been in the business 1+ years. Self-Study This edition is for the Multiline Financial Representatives who need to pivot to the Life and Financial service products. Flexible Delivery Models Flexible delivery models to meet your needs for scalability, customization and execution including blended learning, virtual classroom, and self-study. A Sales Effectiveness Program with Proven Results Improve connections with understanding buyer psychology and behavioral economics. Adapt selling style to maximize communication flexibility. Obtain high quality favorable introductions with confidence. Increase engagement and build stronger relationships through the art of questioning. Deepen existing client relationships through strategic client management practices. Integrate the habits and peak performance psychology of top performers. Designed To Help Financial Professionals Succeed Through:

SkillSet, powered by Trustworthy Selling, is a one-day sales effectiveness training program, covering the skills of business development strategies and collaborative discovery. It focuses on the skills of business development strategies and collaborative discovery. One-day Sales Effectiveness Training Program One-day Sales Effectiveness Training Program Give your advisors what they need to succeed. SkillSet, powered by Trustworthy Selling, is a one-day sales effectiveness training program, covering the skills of business development strategies and collaborative discovery. It focuses on the skills of business development strategies and collaborative discovery. This offering is ideal for sales professionals with 5 years or less experience in the industry. Easy to implement, easy to execute, with virtual or in-person delivery models. Be equipped with language and tools to confidently generate favorable introductions to grow their business. Be empowered through the art of questioning, designed to deepen relationships and move potential clients to action. Leverage proven language and skills used by top advisors in the industry. Your Advisors Will: Why SkillSet Works: It unites LIMRA consumer research with field-tested language and techniques drawn from HPN’s network of successful advisors. New skills are mastered through practice, role-play, and follow-up coaching. Content is easily incorporated into day-to-day activities with a language reference guide, demonstration videos, and other online resources. It builds confidence and strengthens an advisor's ability to address all their customers' financial needs. SkillSet Delivery: Turn-key learning system for delivery by your company’s facilitator or a LIMRA/HPN Certified Facilitator. One-day program delivered in a live classroom setting. Or, three 2-hour virtual classroom sessions. Easy to implement, easy to execute. Schedule a Demonstration Contact Us SkillSet Product Sheet Download Download Now

Speaker, Author, Coach, Boxer, Knock Out Networker Michael Goldberg CSP Speaker, Author, Coach, Boxer, Knock Out Networker Michael Goldberg has helped thousands of financial advisors, brokers, and agents generate hundreds of thousands of dollars using his Knock-Out Networking system. Michael’s firm Knock Out Networking has been recognized as a speaking and training resource in the insurance and financial services industry for over 20 years. Michael launched THE Networking Group in 2014, a national networking organization with over 60 Members across the U.S. and Canada. Michael speaks at conferences and associations, runs sales meetings, and delivers “results driven” programs on networking, referral marketing, and recruiting. Clients include Morgan Stanley, Merrill Lynch, UBS, Oppenheimer, Mass Mutual, Chubb Insurance, Mutual of Omaha, and Aflac. Michael writes regular columns for various industry publications and has been referenced in the Harvard Business Review and Fast Company magazine. His blog 3-Minute Rounds has thousands of subscribers worldwide. Michael is a two-time TEDx Speaker and has spoken at major conferences in the financial services industry including the Million Dollar Round Table (MDRT). His book Knock Out Networking for Financial Advisors is considered a “go to” for new advisors, top producers, and field leaders in the industry. Michael is a Certified Speaking Professional (CSP), an earned designation awarded by the National Speakers Association and the International Federation for Professional Speakers to recognize demonstrated commitment and success in the speaking profession. Fewer than 5 percent of the thousands of speaking professionals worldwide hold this designation. Michael has been an award-winning adjunct professor teaching public speaking at Rutgers University since 2004 and frequently volunteers as a speaker at organizations focused on career search. Previous Speaker Go back to Speaker Network Next Speaker

Principal, Intelead Alexis Gladstone Principal, Intelead Alexis Gladstone is the founder of Intelead. Through consulting, training, speaking, and executive coaching, she works with clients in the areas of leadership, sales, and organizational change to maximize individual and company results. Alexis has worked across industries from financial services to oil & gas, and everything in between. While the leadership problems most businesses face are the same, she believes the solutions are unique to its culture. She uses her ability to quickly learn about the business and pull on her experiences to recommend appropriate, custom solutions. Her passion is helping women succeed. She works with women individually through coaching and mentoring, and with organizations and leaders who want to recruit, retain, develop and champion women. Alexis has presented and trained on leadership at both public companies and not-for-profit organizations including Bank of America, Bankers Life, The YWCA of Chicago, Heartland Alliance, DePaul University and Northwestern University Alumni. Internationally she has been honored to present to business and government leaders in Harbin China, and to a number of financial organizations in Melbourne Australia. Previous Speaker Go back to Speaker Network Next Speaker

Keynote Speaker and Best-Selling Author Noah St. John PhD Keynote Speaker and Best-Selling Author Noah St. John is the inventor of Afformations® and bestselling author of The Secret Code of Success: 7 Hidden Steps to More Wealth and Happiness (HarperCollins). Noah is the world’s most-quoted expert on how to clear your head trash. He’s appeared in over 2,000 media outlets including CNN, ABC, NBC, The Washington Post and PARADE Magazine. Noah’s dynamic and down-to-earth speaking style always gets high marks from audiences. As the leading authority on how to eliminate limiting beliefs, Noah delivers live programs and online courses that have been called “the only training that FIXES every other training!” Noah also appears frequently in the news worldwide, including ABC, NBC, CBS, Fox, The Hallmark Channel, National Public Radio, Parade, Woman’s Day, Los Angeles Business Journal, The Washington Post, Chicago Sun-Times, Selling Power, Forbes.com, and The Huffington Post. Previous Speaker Go back to Speaker Network Next Speaker

Co-Founder, Insurance Agent Trainers Mark Miletello LUTCF, LACP Co-Founder, Insurance Agent Trainers Mark started his Insurance career in 1990 and Multiple-Line (ML) career in 1996. A few years later, he ranked the number one agent with one of the leading insurance companies in America. Mark now leads a growing team of 24 agents as a general agent with American National. A GAMA International board member from 2019 to 2020, Mark presided among the industry’s finest in leadership talent. As one of the top ML speakers in the industry, he has become a highly sought – after mentor, motivator and presenter for Life & ML producers and managers. Mark shares his innovations that help agents in the three most important areas; Marketing, winning P&C at any price, and transitioning to larger life cases. InsuranceAgentTrainers.com, powered by MarkMiletello.com, links to his coaching sites designed to elevate sales immediately! Mark’s products, training, systems, and software are built by a producer for producers and have proven to move the needle with individual agents and insurance companies at large! Previous Speaker Go back to Speaker Network Next Speaker

Chief Executive Officer of the Hoopis Performance Network Harry Hoopis Chief Executive Officer of the Hoopis Performance Network Harry Hoopis is the Chief Executive Officer of the Hoopis Performance Network and is a renowned entrepreneur, leader, speaker and industry icon. Over his 40 year career, he built one of the largest and most successful financial services firms in the world in Chicago, Illinois. During his illustrious career, Harry was awarded the Master Agency Award every year since its inception, received the Robert Templin Award for his many contributions to management development and is the recipient of NAIFA Chicago’s Leadership in Life Award. Harry was inducted in the GAMA International Management Hall of Fame. He served on the Board of Trustees for the GAMA International Foundation and is Past President of GAMA International as well as Northwestern Mutual’s General Agent’s Management Association. He is still an active member of two of the industry’s most elite study groups, the LIMRA Research Agencies Group and the General Agents Symposium. Harry is also the principal author of The Essentials of Management Development, creator of the Firm Foundations seminar series, and developer of the Fixed Activity Commitment System. Harry is the author of the best-selling book, The Road to the Bountiful Life: Achieving Success in Financial Services and donates all proceeds to the GAMA Foundation. Harry resides in Lake Forest, Illinois with his wife Bea of over 40 years. Previous Speaker Go back to Speaker Network Next Speaker

Successful Speaker, Consultant, and Entrepreneur Judy Hoberman Successful Speaker, Consultant, and Entrepreneur Judy Hoberman is President of Walking on the Glass Floor and Selling In A Skirt, companies that are both focused on empowering professional women. She is an International Speaker, Trainer, Executive Coach, Author, Radio Show host and Mentor. Her 30 years in business has given her both the knowledge and sense of humor about how men and women lead, sell, manage and recruit differently that will enlighten you in learning how both genders can support each other’s successes in a more productive way. Her experience includes over 2 decades in life and health insurance beginning as an agent with no experience, to leading 3 agencies across 3 states with over 100 agents. She still holds her license and co-facilitates Medicare educational seminars. Judy also works with companies supporting their diversity and women’s initiatives in the areas of leadership, recruiting, training, coaching, mentoring and retention. Her audiences, from 10 to 10,000 are engaged with details wrapped in memorable stories that are easily implemented that same day. In 2016 she was a TEDx speaker talking about pre-judging people, something we all do without even thinking. She is the author of 4 books including, “Selling In A Skirt” and her latest book “Walking on the Glass Floor”, an immediate best-seller. She offers a complete training program that concentrates on women in leadership, the men that champion them, with a concentration on Redefining Culture. As her book was coming off the printing press, Judy completed a certification from Cornell University’s College of Business in Women in Leadership and a second for Women in Entrepreneurship, adding that to her previous degree from Queens College, New York. She was recently named as a Woman to Watch for International Women’s Day 2019 from Thrive Global. She was awarded the Character and Integrity Award for her distinct and significant contribution to sales producer’s success. She named as a finalist in the Women of Visionary Influence Mentor of the Year and named of the Top 10 Women of Influence in Dallas recognizing her for her hard-work, involvement in the community and entrepreneurship. She is Executive Director of Walking on the Glass Floor Foundation. She is the host of a weekly radio show on The Women 4 Women Network/iHeart Radio called Selling In A Skirt and has been “The Gender Expert” on Fox News Radio. She has appeared on CNN Headlines, ABC, CBS, CW33 and Good Morning Texas contributes articles to multiple publications and journals and appeared on the cover of Exceptional People Magazine. She has spoken for Monster.com, UPS, Southwest Airlines, numerous Insurance/Financial companies and sales teams internationally. Judy’s mission…to help One Woman A Day by following an important philosophy-“Women want to be treated equally, not identically” ™ Previous Speaker Go back to Speaker Network Next Speaker

Principal and founder of KeyeStrategies, LLC Julie Keyes CEPA Principal and founder of KeyeStrategies, LLC KeyeStrategies is a professional services firm based in Minneapolis specializing in Exit and Transition Planning education and advisory for business owners. Julie Keyes is the principal and founder of KeyeStrategies, LLC. She has founded and operated several companies over the course of her adult career and understands what keeps owners up at night, having lived so many of their experiences herself over the years. Julie is a Certified Exit Planning Adviser (CEPA) and is a national speaker and instructor on Exit Planning for audiences of professional advisers and business owners in both live and online platforms. She is also the President of the Exit Planning Institute Twin Cities Metro Area Chapter, faculty member for EPI’s CEPA Program and their 2017 “Leader of Year”. Along with a variety of speaking and teaching engagements, Julie’s consulting practices focuses on strategic growth and exit planning for business owners from various industries whose companies range in size from $5-50MM in revenue. On a personal note, Julie and her husband, Shaun have 8 children and 7 grandchildren, so when she’s not traveling for work, she’s traveling to spend time with family. Previous Speaker Go back to Speaker Network Next Speaker

Co-Founder of Hoopinsure Multi-Line Life, Retirement, and P&C Process Jim Bologna Co-Founder of Hoopinsure Multi-Line Life, Retirement, and P&C Process Co-Founder of Hoopinsure Multi-Line Life, Retirement, and P&C Process Jim started his career through the elite training of Northwestern Mutual after college understanding the fundamentals of selling Life Insurance and Financial Services. Becoming an MDRT qualifier early in his career, he’s been a top producer since he was awarded Rookie of the year in 2000. In 2006, Jim entered the Multi-Line Industry Channel as an Exclusive Financial Services agent for Allstate taking with him, his Life Insurance and Financial services skills. He quickly identified processes in the multi-line agencies that could increase P&C, Life, and Retirement sales. Jim has been Court of the Table for most of his career which he credits his process in the multi-line channel. He quickly developed his multi-line process for agents across the country to follow and in 2014, he launched B-File, a digital process that that helped measure his success in the Allstate channel. Jim has spoken to thousands of multi-line agents and producers captive and independent across the country and is directly responsible for increasing agents sales. His proven process built around assessing the liability limits of customers in 2018 was used with 44,000 households. Multi-line agents using the process has uncovered over 6 billion in household assets, 10,300 Life Insurance Policies, 1800 business owners, and identified an additional 900 boats, 1157 motorcycles, 418 RV’s, and 8,134 Umbrellas. Specialty Topics: Selling more as a trusted advisor in the multi-line sales process Understanding the power of policy reviews How to incorporate Life Insurance and Retirement conversations during the P&C new business and renewal process Using Liability Limits to understand your customer’s household insurance needs Selling Life Insurance that matters in the multi-line distribution channel Previous Speaker Go back to Speaker Network Next Speaker