Refresher (64)

Houston Training Event; June 2nd, 2026 from 10am-2pm CT

Diversify Your Portfolio: Increase Revenue, Strengthen Client Relationships, and Build a More Resilient Insurance Business

The insurance market is changing. Agents who rely on one product line, one sales season, or a limited carrier portfolio may be leaving opportunity on the table.

Join The Brokerage Inc. for a live Houston training designed to help licensed Brokerage Inc. partner agents better understand life, annuity, and final expense opportunities.

This event will feature carrier insights from Gerber, American National, Protective, and Symetra, with representatives available to answer questions and share helpful resources.

Whether you are a life agent looking to strengthen your product portfolio or a health/Medicare agent looking to diversify, this training will help you think more strategically about revenue growth, client experience, and long-term business resilience.

What You’ll Learn:

  • How portfolio diversification can create additional revenue opportunities
  • Why life, annuity, and final expense solutions matter in today’s market
  • How to identify client needs beyond your current product focus
  • Case design examples and practical positioning insights
  • How to use carrier resources to better support client conversations

Seating is limited.

When:

06/02/2026

@

10:00 AM

CST

Where:

The Brokerage Inc. Houston Office - 1225 N. Loop W., Suite 214, Houston, TX 77008

Registration

RSVP