Agenda
Pathways to Success: Discovering Learnings at UBMAAA
1. Maximizing Revenue Streams
Diversifying Product Offerings
Exploring additional insurance products beyond Medicare to meet client needs and increase revenue opportunities.
Strategic Pricing Strategies
Understanding market dynamics and implementing pricing strategies that optimize profitability while remaining competitive.
Leveraging Referral Networks
Building strong relationships with clients, healthcare professionals, and community organizations to generate consistent referrals.
2. Building Business Excellence
Customer-Centric Approach
Putting clients first by delivering exceptional service, building trust, and fostering long-term relationships.
Streamlining Operations
Implementing efficient processes and leveraging technology to streamline administrative tasks and improve productivity.
Compliance and Ethics
Ensuring compliance with industry regulations and maintaining the highest ethical standards in all business dealings.
3. Investing for Financial Growth
Financial Planning Essentials
Understanding the importance of financial planning and establishing clear financial goals for personal and professional growth.
Exploring Investment Opportunities
Learning about different investment vehicles, such as stocks, bonds, real estate, and retirement accounts, and identifying opportunities for diversification.
Risk Management Strategies
Mitigating risks and protecting assets through strategic asset allocation, insurance coverage, and contingency planning.
4. Lead Generation and Marketing Strategies
Harnessing the Power of Digital Marketing
Utilizing social media, email marketing, and online advertising to reach and engage with potential clients effectively.
Networking and Relationship Building
Leveraging networking events, industry conferences, and community outreach initiatives to expand your professional network and generate leads.
Content Marketing and Thought Leadership
Establishing yourself as a trusted authority in the industry by creating valuable content, sharing insights, and addressing common concerns and questions.
Audience
Black Professionals in Insurance and Financial Services
Medicare Insurance Agents
Licensed agents in the Black community striving to broaden their client base and enhance revenue streams.
Insurance Brokers
Independent or agency-affiliated brokers interested in diversifying their portfolio with Medicare products.
Financial Advisors
Wealth managers specializing in retirement planning seeking to incorporate Medicare planning into their services.
Entrepreneurs in Insurance
Owners of insurance agencies or brokerage firms looking to grow their business and improve profitability.
Healthcare Professionals Transitioning to Insurance
Doctors, nurses, and medical administrators considering a career change to become Medicare insurance agents.
Insurance Industry Professionals
Underwriters, claims adjusters, and customer service representatives interested in sales roles or starting their own agencies.
Small Business Owners
Entrepreneurs wanting to offer Medicare insurance products as employee benefits or explore insurance sales as a new revenue stream.
Professionals in Financial Services
Bankers, accountants, and tax advisors aiming to expand services to include Medicare planning for clients.
Retirees
Retirees seeking opportunities to supplement income through part-time work as Medicare agents or consultants.
Community Leaders
Influential figures supporting economic empowerment initiatives and encouraging entrepreneurship within the Black community.
ubmaaa Sponsors
Keynote Speakers
Salangi Legacy Banks
Founder of UBMAAA & COO of Bankable Equity
A proud United States Army Veteran, is not just a Business Motivator/Consultant, but also a Medicar...
Gerald Banks
CEO of Bankable Equity
Since 1998, Mr. Banks has been a steadfast presence in the insurance industry, earning accolades as ...
Darryl D. Davis
Computer Security
A seasoned professional in the field of computer security, with a passion for automation and simplif...
Chris Watson
Estate Planner & Business Consultant.
Boasts over ten years of expertise as a certified estate planner and business consultant. Specializi...
Event Timeline
Feb 14-16, 2025 | Galleria, Houston, TX 77027
Arrival Day
Feb 13, 2025
1:00 PM - 6:00 PM
Meet and Greet
- Registration
4:00 PM - 7:00 PM
Pool Party and Snacks
- Enjoy a refreshing pool party with a variety of delicious snacks.
Day 1
Feb 14, 2025
7:00 am - 4:00 Pm
Registration and Networking
9:30 am - 9:45 am
Opening Address
- Introduction to UBMAAA's 1st Annual Conference
- Welcome message from the organizers
- Overview of the conference theme and objectives
9:45 am - 11:00 am
Session B – Business Plan
Speaker: Darryl D Davis
Topic: Leveraging AI and Machine Learning for Lead Generation
- Strategies for automating lead generation processes
- Case studies and success stories
11:15 am - 12:15 pm
Session C – Targeting the Aging Population
Topic: Developing marketing strategies to target the growing population of seniors eligible for Medicare coverage and tapping into this market for increased income.
11:15 am - 12:15 pm
Session D – Building Relationships with Referral Sources
Topic: Cultivating relationships with healthcare providers, senior centers, and other referral sources to generate leads and increase sales opportunities.
11:15 am - 12:15 pm
Session E – Expanding Service Offerings:
Topic: Diversifying income streams by offering additional services such as long-term care insurance, dental and vision plans and other ancillary products related to senior healthcare needs.
12:15 pm – 1:15 pm
LUNCH
1:15 pm – 2:30 pm
Session F – Specializing in Niche Markets
Topic: Identifying niche markets within the senior population, such as retirees with specific healthcare needs or underserved communities, and tailoring services to meet their needs.
1:15 pm – 2:30 pm
Session G – Embracing Technology
Topic: Focusing on delivering exceptional service and support to clients to build loyalty, generate referrals, and maintain a steady stream of income.
2:45 pm – 4:00 pm
Session H – Providing Exceptional Customer Service
Topic: Harnessing technology tools such as CRM systems, online marketing platforms, and teleconferencing tools to streamline operations, reach a broader audience, and increase efficiency.
2:45 pm – 4:00 pm
Session I – Networking with the Industry
Topic: Participating in industry events, conferences, and networking groups to connect with other professionals, exchange best practices, and uncover new business opportunitie
2:45 pm – 4:00 pm
Session J – Offering Educational Workshops
Topic: Hosting educational workshops and seminars on Medicare-related topics to position yourself as a trusted advisor and attract potential clients.
2:45 pm – 4:00 pm
Session K – Incorporating Social Media Marketing
Topic: Utilizing social media platforms to engage with seniors and caregivers, share valuable content, and promote services to drive leads and increase income.
4:15 pm – 6:00 pm
General Session
Day 2
Feb 15, 2025
9:00 am – 10:45 am
Session L – Expanding Geographic Reach
Topic: Exploring opportunities to expand your client baser beyond your local area by leveraging digital marketing and remote communication tools.
9:00 am – 10:45 am
Session M – Diversifying Marketing Channels
Topic: Experimenting with various marketing channels such as direct mail, email marketing, online advertising, and community outreach to reach different segments of the senior population.
9:00 am – 10:45 am
Session N – Partnering with Insurance Carriers
Topic: Building strategic partnerships and insurance carrier to access exclusive products, training resources, and marketing support to increase sales potential.
11:00 am – 12:15 pm
Session O - Offering Consultative Services
Topic: Providing personalized consultations and needs assessment to help clients navigate their Medicare options and select the most suitable coverage plans.
11:00 am – 12:15 pm
Session P - Investing in Professional Development
Topic: Investing in ongoing training and professional development opportunities to enhance your knowledge, skills, and credibility as a Medicare expert.
11:00 am – 12:15 pm
Session Q - Developing Cross-Selling Strategies
Topic: Identifying opportunities to cross-sell additional insurance products, such as life insurance or annuities, to existing Medicare clients to increase overall income per client.
12:15 pm – 1:15 pm
LUNCH
1:30 pm – 2:45pm
Session R – Creating Customized Medicare Education Materials
Topic: Developing personalized educational materials, such as brochures, guides, and videos, to educate clients about Medicare options and increase engagement and trust.
1:30 pm – 2:45pm
Session S – Hosting Webinars and Virtual Events
Topic: Organizing virtual events and webinars to reach a broader audience, educate prospects on Medicare options, and generate leads for potential sales opportunities.
1:30 pm – 2:45pm
Session T – Engaging in Community Outreach
Topic: Participating in community events, health fairs, and senior expos to raise awareness of your services, connect with potential clients, and generate leads for new business opportunities.
3:00 pm – 5:00 pm
General Session
Day 3 (Send Off)
Feb 16, 2025
9:00 AM - 12:00 PM
General session with guest speakers
Conference Venue
2425 West Loop South 6th Floor, Houston, TX 77027
info@bankableequity.com
(281)408-0239
Hotels
Staybridge Suites Houston (Hosts)
2351 West Loop South Houston, TX 77027
1-877-238-8889
La Quinta Inn & Suites
1625 W Loop S, Houston, TX 77027
713-355-3440
Hotel Derek
2525 West Loop South, Houston, TX 77027
713-961-3000
Extended Stay America
2300 W Loop S, Houston, TX 77027
713-960-9660
The Royal Sonesta
2222 W Loop S, Houston, TX 77027
713-627-7600
Choose Your Pass
Day Pass
General Admission
$497
- Breakfast-Lunch-Snacks Pass
- Regular Seating
- Breakout Sessions
- Gift Bag
Weekend Pass
Friday - Saturday
$997
- Breakfast-Lunch-Snacks Pass
- Upgrade Seating
- Breakout Sessions
- Limited Edition Gifts
- Access to Diamond Party
VIP Pass
All Weekend Pass Plus
$1,497
- Everything From Weekend Pass
- Invitation to Master Class - Medicare next level
- Access to a Social Network Event Friday Night
Interested in Sponsoring?
Become a sponsor